Manali Sant ( Bbi, Mba, Cfpcm, Csc, Llqp)

Manali Sant ( Bbi, Mba, Cfpcm, Csc, Llqp) Email and Phone Number

Licensed Financial Professional @ WORLD SYSTEM BUILDER
alviso, california, united states
Manali Sant ( Bbi, Mba, Cfpcm, Csc, Llqp)'s Location
Toronto, Ontario, Canada, Canada
About Manali Sant ( Bbi, Mba, Cfpcm, Csc, Llqp)

As a seasoned professional who graduated with specialization in Banking and Insurance, did MBA, became Certified Financial Planning Professional (CFPCM) in India, got Canadian Securities Course Certification and Life license by completing LLQP Certification in Canada and having 6+ years of experience, I am proud to be part of World System Builder and Team Prosper Elite. With all the knowledge and experience gathered in this short span of time I have decided to embark my journey with WSB and Team Prosper Elite on their mission to Financially educate 30 million Canadian Families by 2030. And I am super excited to be part of it especially being a seasoned Financial Professional.In my professional journey as a financial professional I have effectively collected all the details and quantitative information required to compile a financial plan. I have experience in undertaking research to identify suitable solutions to meet the client needs and considering current and future allocation of assets for investment strategy about client risk profile which I believe shall make a very significant contribution to meet the financial goals of all the Canadian Families and businesses I will serve in future.

Manali Sant ( Bbi, Mba, Cfpcm, Csc, Llqp)'s Current Company Details
WORLD SYSTEM BUILDER

World System Builder

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Licensed Financial Professional
alviso, california, united states
Employees:
558
Manali Sant ( Bbi, Mba, Cfpcm, Csc, Llqp) Work Experience Details
  • World System Builder
    Financial Professional
    World System Builder Feb 2023 - Present
    Toronto, Ontario, Canada
    With a mission to help 30 million Canadian families become financially independent by 2030 we are glad to offer free Financial Literacy Campaigns throughout Canada with the support of 100+ Companies in Financial Industry which includes BMO, RBC, TD, Manulife and many more. 1) Virtual and In Personal Financial Literacy Campaigns depending on clients needs.2) Collaboration with different institutions and organizations to spread Financial Literacy to masses.3) Free Consultation and Personal Financial Strategies given to all clients across Canada.
  • Rijhwaani Associates Llp
    Business Development Officer
    Rijhwaani Associates Llp Feb 2020 - Apr 2021
    Thane, Maharashtra
    ● Primarily tasked with managing cost centre/profit centre wise financial reports and utilization reports. ● Take an instrumental role in determining strategic priorities and exploring growth opportunities through client management, decision support and strategic planning.● Geared the activities to resolve the work-related problems and prepare and submit progress and other reports.● Actively engaged in compiling draft net worth statement, income and expenditure statements and financial cashflow forecast and discussing with the planner.● Responsibility includes drafting recommendation reports which need to be discussed and signed off by the planner.● Entrusted with the onus of reviewing investment portfolio, asset allocation, risk profile, etc.● Drive the efforts to put into operation the financial changes from top management into budgets and outlooks.● Pivotal role in preparing a roadmap for the organization for annual budgets, monthly forecasts, long-term objectives, strategic fleet and route plans for the leadership, worked towards implementation of all control measures for improving efficiency and maximizing profitability.● Collaborating closely with the operations team for financial data, planning and performance periodically.● Responsible for acting as a point of contact and deal effectively with queries from clients and other parties through effective communication.● Additionally, responsible for sending planning figures to a client for update and revision in preparation for the next meeting.
  • Amondial Capital
    Advisor
    Amondial Capital Nov 2019 - Apr 2020
    Singapore
    ● Handled responsibilities of coordinating tasks with the staff, approach investors and improving the business plan and synchronizing strategic plans with the management team.● Proactively engaged in liaising extensively with key stakeholders.● Total responsibility for observing the internal controls, following the process as per the controls prescribed and supporting the audit requirements.● Supported in budget preparation and latest estimates and monitored the actual vs budget, and analyzed the deviations, if any.
  • Investwing
    Operations Manager
    Investwing Mar 2015 - Sep 2019
    Kalyan Area, India
    ● Primarily responsible for examining and verifying the accuracy of work and authorizing recurring payments, credits and other transactions.● Instrumental in tracking budgetary initiatives submitted by the department and ensuring effective cost control measures.● Accountable for administering accounts payable and receivable, processing, verifying and recording financial documents and forms.● Actively involved in identifying training needs and training workers in job duties and company policies.● Judiciously handled process improvements, system changes and enhancements.
  • Infosys
    Process Executive
    Infosys Jul 2014 - Mar 2015
    Pune Area, India
    ● Responsible for the recruitment process for Manpower Ltd. company which was a US-based recruitment consultancy.● Coordinated efforts in taking the recruitment orders from the client and entering the information in the portal, and marketing it to employees.● Tasked with outsourcing jobs for manpower by using different recruitment portals where different client posts their requirements and supporting the orders from the backend up to the scheduling of a final interview.

Manali Sant ( Bbi, Mba, Cfpcm, Csc, Llqp) Education Details

Frequently Asked Questions about Manali Sant ( Bbi, Mba, Cfpcm, Csc, Llqp)

What company does Manali Sant ( Bbi, Mba, Cfpcm, Csc, Llqp) work for?

Manali Sant ( Bbi, Mba, Cfpcm, Csc, Llqp) works for World System Builder

What is Manali Sant ( Bbi, Mba, Cfpcm, Csc, Llqp)'s role at the current company?

Manali Sant ( Bbi, Mba, Cfpcm, Csc, Llqp)'s current role is Licensed Financial Professional.

What schools did Manali Sant ( Bbi, Mba, Cfpcm, Csc, Llqp) attend?

Manali Sant ( Bbi, Mba, Cfpcm, Csc, Llqp) attended Fpsb, Jaipur National University, Birla College Of Arts Science & Commerce Birla College Road Kalyan Dist Thane 421 304.

Who are Manali Sant ( Bbi, Mba, Cfpcm, Csc, Llqp)'s colleagues?

Manali Sant ( Bbi, Mba, Cfpcm, Csc, Llqp)'s colleagues are Rinil Makkoram Veettil, Melanie Leger, Ryphan Carrera, Ruslan Shvets, Regin Alhambra, Lalo Gonzalez, Celvie Toramaya.

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