Jaimin Chaudhary Email & Phone Number

Richmond Hill, Ontario, Canada

• Greetings and assisting customers with friendly attitude
• Providing the knowledge of the product and promotions to the customer
• Maintaining awareness of the potential theft and reporting it to store management
• Building good relationships with consumers and co-worker
• Dealing with challenging situations in a professional manner

Vaughan, Ontario, Canada

• Handled appointments, inquiries, sales, and scheduling for clients through phone calls.
• Collaborated with Sales Directors for training and marketing from companies.
• Streamlined the new license onboarding process and tracked attendance for training sessions.
• Proactively seek opportunities to enhance product knowledge, staying updated on industry trends and offerings.
• Utilized comprehensive product knowledge to effectively address client inquiries and tailor solutions to their financial goals.
• Created concise PowerPoint presentations on financial planning for diverse customer segments.

Bilimora, Gujarat, India

• Maintain accurate and up-to-date financial records for the organization using accounting software such as QuickBooks, Xero, or Sage.
• Process accounts payable and accounts receivable transactions, ensuring timely and accurate payments and collections.
• Prepare and analyze financial reports, including balance sheets, income statements, and cash flow statements, to provide insights into the organization's financial health.
• Assist with budgeting and forecasting processes by providing financial data and insights to support decision-making.
• Prepare and file necessary tax documents, including quarterly and annual tax returns, ensuring compliance with tax regulations.
• Collaborate with internal stakeholders, such as finance and operations teams, to provide financial support and insights for decision-making.

Postgraduate Degree, Financial Planning

Canadian Securities, Estate Planning, Income Tax Planning

B.Com, Business/Commerce, General, First Class

Fundamentals of Finance Accounting

Project Management, Project Management

Finance Management, Planning and Scheduling