Pirya Rohit Email & Phone Number

Toronto, Ontario, Canada

• Strengthened client relationships by updating accounts details accurately and on timely basis.• Improved accuracy in organization by 50% to 80% through timely reviewal, validations, and completion of transactions for RRSP, TFSA, Investment accounts with proper time-management & organizational skill.• Participating in all kinds of changes requested by customer including FATCA compliance, RELA updates, Alpha coding, De-grouping, re-opening accounts, updating W8 forms, etc

- Doing P&L (Profit and Loss) reporting, risk reporting, and hedge effectiveness testing of treasury products- Providing information and decision-making support to facilitate the success of the Treasury line of businesses.- Preparing month-end and quarter-end reports and finalizing power-point presentations of similar reports.- Performing data analysis of large sets of data on Excel- Liaising with other departments and stakeholders for timely resolution of any issues arising in… Show more - Doing P&L (Profit and Loss) reporting, risk reporting, and hedge effectiveness testing of treasury products- Providing information and decision-making support to facilitate the success of the Treasury line of businesses.- Preparing month-end and quarter-end reports and finalizing power-point presentations of similar reports.- Performing data analysis of large sets of data on Excel- Liaising with other departments and stakeholders for timely resolution of any issues arising in the reporting Show less

Pakistan

• Assisted Senior Manager (SM) in managing a credit portfolio of CAD 80 million.• Exceeded credit portfolio targets by CAD 10 million in 2022, bringing five new customers. • Preparation of credit proposals and transaction documents for new credits and renewals, including analyzing financial statements, preparing financial forecasts, and making appropriate recommendations for diversified sectors.• Responding timely to regulatory and audit queries and working with the team to resolve… Show more • Assisted Senior Manager (SM) in managing a credit portfolio of CAD 80 million.• Exceeded credit portfolio targets by CAD 10 million in 2022, bringing five new customers. • Preparation of credit proposals and transaction documents for new credits and renewals, including analyzing financial statements, preparing financial forecasts, and making appropriate recommendations for diversified sectors.• Responding timely to regulatory and audit queries and working with the team to resolve them.• Working with all internal and external stakeholders, including Risk Management and Legal, to ensure transactions are approved within the company’s policies.• Completing ad-hoc departmental tasks including budget preparation, management presentations and compliance queries.• In credit applications, ensuring compliance with company’s policies and procedures and guidelines. Also performing customer due diligence (e.g. KYC, AML etc) to ensure compliance with applicable regulations. • Handling all kinds of customers’ requests including new transactions, restructurings, renewals, documentation, waivers, etc.• Assist other team members on a need basis as a team-based approach to portfolio management. Show less

Pakistan

Internee in Marketing department

Acquired knowledge about functions and work scope of Treasury Sales and Money Market desk.

Handled over some of the responsibilities of Customer Service Representative for few weeks

Master Of Business Administration (M.B.A.), Finance, 3.45

Bachelor Of Business Administration (Bba), Finance, 3.26

Intermediate, Pre-Engineering, A

Matriculation, Science, A+