Modi M. Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

• Manage assigned clients with their day-to-day requests and aim to cross sell where an opportunity exists.
• Assist the client facing team with various requests related to client service, prospecting, consultant relations; and liaised with Compliance, Legal, Operations, Portfolio management teams to execute them.
• Coordinated completion of presentations, RFP, RFI, and DDQ requests for all clients, prospect, and consultants.
• Built productive, effective, and lasting relationships with both internal and external stakeholders.
• Acting as a liaison between client service, billing, and account receivables team to improve customer experience for invoicing and collections.
• Conduct competitor, asset class, and segment focused research to aid sales and product teams in creating productive prospecting and sales campaigns.

Toronto, Ontario, Canada

• In addition to activities listed above, I also had followed responsibilities:
• Working with billing teams, reviewed and approved core client segment’s invoices based on contracted fee schedules.
• Streamlined processes for efficient and timely reporting of AUM, ANNR/Revenue, Book of Business report & charts, Wins & Losses, and Pipeline & Business at risk. The result was shorter reporting times for upper.
• Monitored and reported on account executive activities’ and compared it with previous years to analyze trends.

Toronto, Canada Area

Toronto, Canada Area

Vancouver, British Columbia

• Led a four person Queen’s University team through the two stages of the competition and qualified for the finals in Vancouver; competing against over 150 teams from universities worldwide.
• Performed DCF and Scenario analysis as required; prepared a sales presentation; and pitched it live to judge panel made up of Managing Directors from leading North American banks.

Toronto, Canada Area

• Prospected high net worth individuals for financial advisor using phone calls and email correspondence.
• Increased efficiency and effectiveness of the prospecting process by incorporating excel and VBA. This resulted in a 30% increase in cold calling volume and better tracking of calls.
• Recommended various securities and hedging strategies for clients based on insights from conference calls and research.
• Attended presentations, luncheons with experts and professionals from investment industry to develop various selling and presentation techniques.
• Experienced the personal wealth management business by observing financial advisors’ day-to-day interactions with clients and prospects.

Master Of Finance (Mfin), Finance And Accounting

• Gained intensive hands-on experience in financial modelling, analysis, and reporting. • Organized and led multiple group projects in a.

Bachelor Of Commerce (Bcom), Finance And Accounting

• Led several market simulation projects covering various asset classes. • Analyzed business strategies for both public and private.

Advanced Diploma, Finance And Financial Management Services