Raj Sureja Email & Phone Number

Greater Toronto Area, Canada

• Ensuring all required data for producing the NAV are available and quality ensured (corporate action, pricing) and preparing the Net Asset Value (NAV) for funds• Reconciling unit holder capital stock, cash, and security holdings and investigating all outstanding issues in a timely manner• Analyzing the general ledger to the sub-ledger and resolving any outstanding issues in a timely manner• Calculating Performance fees (if applicable) and investigating, documenting… Show more • Ensuring all required data for producing the NAV are available and quality ensured (corporate action, pricing) and preparing the Net Asset Value (NAV) for funds• Reconciling unit holder capital stock, cash, and security holdings and investigating all outstanding issues in a timely manner• Analyzing the general ledger to the sub-ledger and resolving any outstanding issues in a timely manner• Calculating Performance fees (if applicable) and investigating, documenting, and escalating issues/events• Preparing the calculation of year-end distributions of income & capital gains• Delivering quality customer service through timely and accurate report delivery• Maintaining client on-site reports in an organized manner and ensure all daily valuations reports are accounted for Show less

Greater Toronto Area, Canada

Greater Toronto Area, Canada

St Catharines, Ontario, Canada

• Built superior customer sales experience by engaging, listening, and understanding the financial needs of the potential customers and providing solutions according to their needs• Demonstrated compassion and empathy towards customers and helping them with the most appropriate financial service based on individual needs • Engaged with customers visiting the branch location or by actively prospecting new clients through a combination of marketing and outbound sales call activity•… Show more • Built superior customer sales experience by engaging, listening, and understanding the financial needs of the potential customers and providing solutions according to their needs• Demonstrated compassion and empathy towards customers and helping them with the most appropriate financial service based on individual needs • Engaged with customers visiting the branch location or by actively prospecting new clients through a combination of marketing and outbound sales call activity• Reviewed and Evaluated online financial loan applications, assessing the applicant's creditworthiness, performing financial analysis and other risk assessments to improve quality of the sale and limit future collection items• Managed collections activities for all past due financial accounts, maintaining an impeccable level of service • Accurately secured all required information to fulfill customer applications for products and maintain information and records to limit errors Show less

• Greeted over 30 customers in a week’s shift and provided quick and courteous action service at all times• Clarified customers inquiries with the price and helped them to find the requested items in store• Developed and maintained effective relationships with other team members in order to encourage and support them• Demonstrated strong desire to execute, drive impact, and urgency with tasks big or small

Mumbai, Maharashtra, India

• Addressed any queries to over 40 clients in a week and referred them to specific advisors• Educated client’s on available technological tools such as applications, web-based services, and software's where they can trade and make payments by sitting at their home• Promoted all the digital products and the online services, motivated client’s to use them andsuccessfully achieved the target to convert more than 30 clients to use the online platforms• Resolved client’s issues if… Show more • Addressed any queries to over 40 clients in a week and referred them to specific advisors• Educated client’s on available technological tools such as applications, web-based services, and software's where they can trade and make payments by sitting at their home• Promoted all the digital products and the online services, motivated client’s to use them andsuccessfully achieved the target to convert more than 30 clients to use the online platforms• Resolved client’s issues if they face any technical problems with the online platform by coordinating with the IT team at the head office• Recorded and processed travel as well as petty cash expenses submitted by the employeesevery month• Handled a variety of administrative duties such as filling out IPO forms and Mutual Fundsform as well as maintaining proper records for the same• Prepared reports and rectified mistakes for clients in case they faced any inconsistency intheir accounts Show less

Mumbai

• Interacted with over 20 clients in a day’s time and educated them about the stock market• Assisted with organizing various events as well as projects that were assigned• Prepared custom plans for marketing techniques as requested by the superiors for specific events• Visited prospective clients to evaluate their needs and advise company’s products and services that are suitable according to their needs

Post Degree Diploma In Financial Planning, Finance, General

Post Degree Diploma In Financial Analysis, Finance, General

Bachelor'S Degree, Finance, General