Meet Chauhan Email and Phone Number
With over 4 years of dedicated experience in client services, I am passionate about building strong relationships with clients, understanding their unique needs, and providing tailored solutions that foster trust and satisfaction. My analytical mindset and attention to detail enable me to navigate complex regulatory landscapes and ensure compliance while optimizing processes.Pursuing CFA Level 1 to deepen my expertise in financial analysis and investment strategies, enhancing my ability to deliver value in the capital markets.I am passionate about Portfolio management, Client Associate, Capital market Analyst, Securities operations Analyst and I enjoy learning new skills and exploring new opportunities. I am adaptable and always open to new challenges where I demonstrate attention to detail and achieve remarkable results I believe I can bring diverse perspectives and experiences to the team, as well as a positive attitude and a strong work ethic.I have sound knowledge of tools such as Tableau, Office 365, Excel, WordPress, Google Analytics, Google Ads, Guidewire, Sage, Genesys, Finesse, Google Sheets, SQL, etc. I have certifications in Office 365, Power BI, Tableau, Google Analytics, Google Ads, digital marketing, and research ethics, which demonstrate my proficiency and interest in data analysis, and ethical practices.
Td Insurance
View- Website:
- tdinsurance.com
- Employees:
- 514
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Tdi Operations AnalystTd Insurance Feb 2023 - Present-Follow up with clients for the proof of repairs following the claim payout.-Enhanced my knowledge relating to accident benefits at time of claims, SABS, MIG & NON-MIG, OCF, claim management etc.-Filling gap of unlisted driver by adding them in policies to make sure risk is written correctly and client is insured.-Handled complex claims relating to home and auto and help client understanding the process and steps required.-Enhanced my knowledge with claim handling and claim management.
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Insurance SpecialistTd Insurance Feb 2022 - Apr 2023Toronto, Ontario, Canada-Maintained strict adherence to regulatory compliance standards as per UW, FSRA, and IBC, ensuring ethical and legal practices in all transactions.-Delivered legendary client service experience by providing the best advice as per their needs within TD risk appetite.-Demonstrated leadership by being SME for LEI, Compliance, Paperless, and ID8 to drive the team towards common goals, where the team showed excellent results.
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Marketing CoordinatorJuzkiw Law Aug 2021 - Oct 2021Toronto, Ontario, Canada• Conducting customer and market research to build effective keywords.• Design and present a new Google Ads campaign.• Increased website traffic by 126.97% by using Google SEO, Website SEO, etc.• Identified potential clients via cold calling over 30 per day and direct emails up to 40 per day. • Maintain social media content calendar and manage social media accounts.• Created a Google Ads Campaign and received more than 300 impressions in 1 day with clicks.• Making it to the top 5 on the first page from the 6th page in the Google search engine within 28 days with the help of SEO. -
CashierPetro-Canada Lubricants Jul 2021 - Oct 2021Provided a positive customer experience with, friendly, and courteous service.Managed inventory stock on daily basis in-store.Processes cash, debit, credit, and check transactions in a retail environment using a cash.Register or other point-of-sale device.Merchandise handling and arrangement. -
Compliance AnalystSandip Seth And Associates Jul 2018 - Aug 2019Ahmedabad, Gujarat, India•Derivatives, stocks, and fixed-income products reconciliation and settlement for trades, position, and Cash. •Keep an eye on the economic and trade information of every product that is booked, including the amount, quantity, sign, commission, counterparty, trade and settlement date, etc. If there are any discrepancies, investigate them with the Portfolio Manager, Broker, custodian, and clients to resolve the issues. •Maintain detailed records of client interactions and transactions, ensuring accuracy and compliance with regulatory standards.•Analytical use of pivot tables, macros, VBA, and formulas in MS Office, including Xlookups, to complete daily reconciliation and compute settlement amounts.● Drafting offer documents for raising debt and listing debt securities on the Stock Exchange.● Adhered to all corporate, departmental polices and financial laws.● Keep in touch with clients on regular basis to keep them informed about the new financial transactions and performance.
Meet Chauhan Education Details
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Honors -
Advance Accounting And Auditing
Frequently Asked Questions about Meet Chauhan
What company does Meet Chauhan work for?
Meet Chauhan works for Td Insurance
What is Meet Chauhan's role at the current company?
Meet Chauhan's current role is Operations Analyst | CFA level 1 candidate.
What schools did Meet Chauhan attend?
Meet Chauhan attended Humber College, The Institute Of Company Secretaries Of India, Gujarat University.
Who are Meet Chauhan's colleagues?
Meet Chauhan's colleagues are Sophie Charland (Elle/she/her), Kathleen Manzoni, Arujini Kamalanathan, Tiana Brown, Delphine Guillemette, Msc, Sasha Morse, Shammi Bharti.
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