Paras Mehta Email & Phone Number

Toronto, Ontario, Canada

Kitchener, Ontario, Canada

At toys are us I had performed various duties.-Meet and greet customers.-Provide excellent customer service ensuring the customer gets the correct product.-Handled cash and card transaction adhering cash handling protocol.-Manged customer queries and providing the best possible solution.-Upsell and cross sell of products at check out counter.

Mumbai, Maharashtra, India

Being a Business partner as a stockbroker,-Opened HNI clients account and ensure smooth on-boarding of clients.-Managed AUM of $10 million including Equity and Mutual Funds.-Go through compliance policy to make client aware about the features.-Advised clients on their portfolio with respect to buying and selling decision.-Executed option strategies in.

Mumbai, Maharashtra, India

At stockaxis, I was equity advisor where I have to suggest investment portfolio to clients.-Analysed client's requirement and recommended the investment accordingly.-Sold tailored portfolio according to client's risk bearing capacity.-Develop a strategy to boost sales and increased revenue by 20% month on month.

Mumbai Area, India

Working as a Financial advisor at Motilal Oswal, I had a privilege to learn in depth about stock markets, how does Mutual Funds and Insurance industry woks.-Built relationship with the client by scheduling quarterly meeting to evaluate their portfolio.-Generated highest revenue of $900,000 in the department of 200 people for 3 straight months.-Handled.

Mumbai, Maharashtra, India

As an executive at HDFC securities, I was introduce with the stock market for the first time. Handling both inbound and outbound calls. Over this term:- Cold called 80-100 clients a day to generate business.-Provided mobile demo to the new clients.-Sold insurance and other investment products to the client.

Financial Technology

Master'S Degree, Accounting And Finance

Bachelor Of Commerce - Bcom, Business/Commerce, General