Dedicated professional with significant experience in providing excellent customer service. An effective team member who looks forward to completing duties with focus, commitment & diligence and has a profound understanding of the Canadian financial system. Currently working towards achieving the following credentials to embark my career in finance:- Canadian Securities Course
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Transfers AdministratorAviso Wealth Dec 2022 - Dec 2023● Process transfer in requests according to service level agreements.● Use pertinent systems in compliance with company policy and industry regulations(e.g., laserfiche, OSM, Dataphile, ATON)● Initiate new manual or ATON transfers in and transfers out.● Tracking and monitoring the status of all transfers, and following up through phone,fax, or email on all outstanding incoming transfers to ensure a timely completion.● File completed transfer documents and Monitor the transfers mailbox.● Review and respond to transfers in inquiries and Assist / cover others in theTransfers Department as needed.● Handle special projects or other assignments as requested. -
Personal Banking AssociateAlterna Savings May 2021 - Feb 2022Signing on new clients and helping them through the onboarding process.● Managing client bank accounts, including opening and closing accounts, providingcredit solutions and investment opportunities.● Recommending and explaining banking services and products to clients based ontheir needs.● Transaction posting, cash management (including balancing), back end andadministrative work.● Performing administrative and clerical duties, such as data entry and filing, whennecessary.● Collaborating with other banking professionals to ensure high-quality client service. -
ManagerEgglicious Restaurant, G3 Enterprises Jan 2018 - Jul 2019Mumbai Area, India• Supervise, co-ordinate and schedule the activities of staff who prepare and serve food.• Working towards the goals of achieving the sales target• Managing inventory flow process, including resolving issues with vendors, and inventory flow. • Recommending sales strategies to reach a broader audience through discounts & social media ads. • Responsible to deliver superior service and maximize customer satisfaction, respond efficiently and accurately to customer queries.
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InternStartupbootcamp Fintech Feb 2017 - Aug 2017Mumbai Area, IndiaStartupbootcamp is a global network of industry-focused startup accelerators. It currently has 17 accelerator programs across 11 countries .• Assist in day-to-day operations relating to marketing and sales.• Assist team at events, such as workshops, trade shows and conferences.• Responsible to research top fintech entrepreneurs and potential influencers.• Responsible to search for emerging fintech startup’s that can take leverage of the fintech program offered by the company.• Exploring and implementing new marketing opportunities
Karan Shah Education Details
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Financial Services -
Brand Management -
M.K.S College, JuhuA
Frequently Asked Questions about Karan Shah
What is Karan Shah's role at the current company?
Karan Shah's current role is Finance Professional.
What schools did Karan Shah attend?
Karan Shah attended Algonquin College Of Applied Arts And Technology, Algonquin College Of Applied Arts And Technology, M.k.s College, Juhu.
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Karan Shah
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Karan Shah
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Senior Psychiatry Resident At The London Health Sciences Centre (Lhsc) / Schulich School Of Medicine And DentistryLondon, On -
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