Sidhi Jain

Sidhi Jain Email and Phone Number

Client Success Manager @ Questrade Financial Group | Former Investment Operations Analyst @ Questrade Financial Group
toronto, ontario, canada
Sidhi Jain's Location
Canada, Canada
About Sidhi Jain

A Finance graduate with experience in fast-paced operations in investment banking. My education includes a Post Graduate Diploma in Financial Planning, a Post Graduate Diploma in Marketing Management with a focus on Financial Services, and a Bachelor of Commerce in Finance & Investment. In my current roles as a Keyholder - Sales Associate at Sunglass Hut and a Retail Sales Associate at The Children's Place, I consistently exceed customer retention and sales targets.As an Investment Operations Analyst at Deutsche Bank, I trained and monitored new joiners in the client-offboarding process and conducted trade checks and downstream system closures. As a Transaction Advisory Intern at Masterkey Holdings Private Limited, I developed financial models and pitch decks for prospective clients and provided research on target companies and industries.My skills include financial due diligence, data processing and analysis, Microsoft Office, retail math, customer service, business communication, teamwork, and leadership. I am licensed in Global Securities Operations by the Chartered Institute for Securities and Investments (UK) and have completed The ASPIRE Edge program in Business Skills for Financial Services offered by Toronto Finance International.

Sidhi Jain's Current Company Details
Questrade Financial Group

Questrade Financial Group

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Client Success Manager @ Questrade Financial Group | Former Investment Operations Analyst
toronto, ontario, canada
Website:
questrade.com
Employees:
667
Sidhi Jain Work Experience Details
  • Questrade Financial Group
    Client Success Manager
    Questrade Financial Group Sep 2024 - Present
    Toronto, Ontario, Canada
  • Questrade Financial Group
    Onboarding Specialist
    Questrade Financial Group Sep 2023 - Aug 2024
    Toronto, Ontario, Canada
  • Sunglass Hut
    Retail Sales Associate
    Sunglass Hut Sep 2022 - Sep 2023
    Toronto, Ontario, Canada
  • The Children'S Place
    Retail Sales Associate
    The Children'S Place Apr 2022 - Nov 2022
    Toronto, Ontario, Canada
  • Deutsche Bank
    Opertions Analyst
    Deutsche Bank Aug 2020 - Nov 2021
    Bangalore Urban, Karnataka, India
    Performed high volumes of position and activity checks as a part of Client Off-boarding process, exceeding the agreed monthly targets.Liaising and communicating effectively with Front-office, IT team to ensure compliance with internal policies and external Ba-Fin regulations.Executed downstream system closures across multiple financial products including equities, bonds and foreign exchange for clients in the EMEA region with 100% Quality Assurance.
  • Masterkey Holdings Private Limited
    Transaction Advisory Services Intern
    Masterkey Holdings Private Limited Apr 2019 - May 2019
    Bengaluru Area, India

Sidhi Jain Education Details

Frequently Asked Questions about Sidhi Jain

What company does Sidhi Jain work for?

Sidhi Jain works for Questrade Financial Group

What is Sidhi Jain's role at the current company?

Sidhi Jain's current role is Client Success Manager @ Questrade Financial Group | Former Investment Operations Analyst.

What schools did Sidhi Jain attend?

Sidhi Jain attended George Brown College, Seneca College, Christ University, Bangalore.

Who are Sidhi Jain's colleagues?

Sidhi Jain's colleagues are Aditya Mishra, Allyson Gabriel, Muthuvel Kumaran, Michelle Jia, Mitch Mukherjee, Alice Zhao, Arushi Sharma.

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