• Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge. • Contributing to the overall Net Promoter Score by identifying opportunities to enhance the customer experience by: • Ensuring team members have a clear understanding of the branch’s financial and non-financial goals• Collaborating effectively with Branch Partners (Scotia Wealth Management, Scotia Asset Management, Commercial Group, Scotia life Financial etc.) to promote the "One Bank" initiative. • Demonstrating and coaching to the Service Basics during and after customer interactions and providing transaction authorizations and review as required.

• Understands customer’s life priorities and preferences, analyzing their needs and recommending the relevant advice and solutions to help them achieve their goals • Using financial planning tools to demonstrate the benefit of advice provided and support the solutions recommended with emphasis on meeting the customers short, medium and long term investment needs • Conducting comprehensive reviews for assigned clients including retirement, financial, and wealth planning • Leveraging lead generation tools to identify untapped opportunities to expand existing customer’s portfolio of deposit and investment business

• Conducted stock screening using stock selection filters in Bloomberg terminal of publicly traded companies in the technology sector• Reviewed the company annual reports, SEC filings and analyzed the financial statements to develop an understanding of the business of the company• Conducted in-depth macroeconomic and industry research, analyzed trends in the technology sector and prepared company research reports • Build complex discounted cash flow (DCF) models to help forecast company financials and to estimate the intrinsic value of the target companies• Performed comparable company analysis, benchmarked target companies against its peer companies to forecast forward multiples and relative valuations• Prepare Stock Pitches of potential target companies for the fund using Bloomberg Terminal• Present reports and investment recommendations to the portfolio managers and help create investment ideas for the fundSector Focus: Financials and Technology (US and Canada)

• Conducted macroeconomic and financial research and analysis of the stock market to generateinvestment ideas and build strategy recommendations• Developed and maintained financial models and perform DCF and other relative valuation techniques to assist in Pricing the stocks• Developed in-depth knowledge of companies under coverage and track relevant drivers of profitand cash flow• Maintained a vast coverage list of companies and keeping track of developments in them.• Preparing draft reports and notes on relevant investment themes, events and writing notes inresponse to daily news flow• Involved in in-depth coverage of Cement & Tyre Sector and gained exposure to Power, FMCG &Media Sector

Performed Qualitative analysis of the company and industry, drafting company profiles, sector analysis, competitive benchmarking, stock price performance, event analysis etc• Undertook Quantitative financial analysis of Balance Sheet, Income statement, Cash flowstatement and notes to financial accounts• Performed Company valuations utilizing: top down or bottom up approach, Industry comparable, and in-house checklist parameters• Staying abreast with macroeconomic indicators related developments which affect the economy, sectors & stocks• Prepared internal reports and documents to communicate investment ideas, news events, and opinions regarding security analysis

• Handled the auditing and taxation department where I was primarily involved in doing the statutory audit and preparing and filing the income tax returns• Worked as Statutory Auditor for Hema Engineering Pvt. Ltd. (Direct Supplier of Hero Ltd.),Flash Electronics Pvt. Ltd. (Direct Supplier of Bajaj Auto)• Served as Internal Auditor & Maintained Financial Statements for Tagore International PublicSchool & for Middlesex University (UK)