Sagar Kumar

Sagar Kumar Email and Phone Number

Junior Business Analyst | Entitlements- Equity and Fixed Income @ RBC Investor Services
Toronto, ON, CA
Sagar Kumar's Location
Greater Toronto Area, Canada, Canada
About Sagar Kumar

📈 About Me:As a finance professional with a passion for optimizing investments and delivering exceptional customer experiences, I thrive in dynamic environments where data-driven decisions make all the difference. My expertise in investment analysis, financial strategy, and customer engagement has allowed me to excel in roles ranging from Finance Research Analyst to Equity Derivatives Trader and Omni Customer Fulfillment Associate.🌟 Key Skills:✓ Investment Analysis✓ Portfolio Management✓ Financial Modeling✓ Risk Assessment✓ Customer Satisfaction✓ Asset Allocation✓ Market Research✓ Trading Strategies✓ Process Optimization💬 Let's Connect:I'm always eager to network and discuss finance, investments, and strategies. Let's connect to explore potential collaborations, share insights, and grow our professional networks.#Finance #Investment #FinancialAnalysis #PortfolioManagement #CustomerSatisfaction #DataDrivenDecisions #ProcessOptimization #Networking

Sagar Kumar's Current Company Details
RBC Investor Services

Rbc Investor Services

View
Junior Business Analyst | Entitlements- Equity and Fixed Income
Toronto, ON, CA
Website:
rbcits.com
Employees:
2277
Sagar Kumar Work Experience Details
  • Rbc Investor Services
    Junior Business Analyst | Entitlements- Equity And Fixed Income
    Rbc Investor Services
    Toronto, On, Ca
  • Rbc Investor Services
    Junior Business Analyst, Corporate Action & Securities Lending
    Rbc Investor Services Sep 2024 - Present
    Toronto, Ontario, Canada
  • Td
    Operations Officer I - Cpb & Credit Ops
    Td Apr 2024 - Jun 2024
    Greater Toronto Area, Canada
    Execute transactions with precision and within designated timelines, in accordance with established guidelines and Service Level Agreements (SLAs).Identify and escalate operational issues promptly, demonstrating a solid understanding of the problem and collaborating with relevant stakeholders to facilitate resolution.Contribute to critical projects and special initiatives aimed at strengthening the operating model, enhancing service quality, and optimizing processes.Proactively identify opportunities for improving service delivery and operational efficiency.Provide support to internal partners by validating information and performing necessary adjustments within authorized limits.Interact effectively with partners, responding to inquiries and requests in a professional and timely manner
  • Nse India
    Equity Derivatives Trader- Prop Firm
    Nse India Jun 2021 - Jun 2024
    India
    •TRACK RECORD UPON REQUEST*Prop-Trader•Execute and manage trading strategies in equity derivatives, including options and futures, to capitalize on market inefficiencies.•Monitor real-time market data and utilize quantitative models for risk assessment and trade execution.•Develop and refine proprietary trading strategies based on market analysis, volatility trends, and pricing anomalies.•Manage portfolio risk through effective hedging strategies while maintaining profitability targets.•Collaborate with research and tech teams to optimize trading algorithms and systems.•Prepare daily P&L reports, performance metrics, and trading insights for the management team.
  • Wall Street Oasis
    Finance Research Analyst- Editor Group
    Wall Street Oasis Jul 2023 - Nov 2023
    Toronto, Ontario, Canada
    - Conducting research and writing articles on detailed financial, valuation, sustainability, accounting and economic topics.- Performing research on appropriate subtitles and developing examples to help with Search Engine Optimization.- Completing over 200 hours of self-study across financial modelling and valuation courses.
  • Scotia Insurance
    Financial Sales Representative
    Scotia Insurance Apr 2022 - Sep 2022
    Toronto, Ontario, Canada
    • Developed and maintained a deep understanding of the insurance market by researching and staying updated on trends, products, and competitors, enabling the delivery of client service during 7-hour daily sales pitches.• Participated in Scotia Life Financial Campaigns, achieving a weekly average of 0.54 PPH (Paid Per Hour Insurance) while ensuring high customer satisfaction levels for Scotia clients.• Achieved a high volume of inbound and outbound calls, consistently answering 100+ phone calls daily, which enhanced communication, customer service, and sales skills.• Collaborated closely with Insurance Advisors through regular inbound calls, gaining valuable insights into industry compliances and best practices, ultimately contributing to optimizing sales strategies and client interactions.• Assisted in developing and implementing targeted sales strategies, leveraging market research and insights to identify new opportunities and drive business growth.• Maintained accurate and up-to-date records of client interactions, sales activities, and performance metrics, utilizing CRM software and other tools to track progress and inform future decision-making.
  • Amazon Prime
    Amazon Prime Student Ambassador
    Amazon Prime Aug 2021 - Mar 2022
    • Engaged in comprehensive virtual training sessions, acquiring in-depth knowledge about Amazon's products and services to represent the brand as an ambassador effectively.• Developed and executed program planning strategies, ensuring successful implementation and launch of Amazon campaigns and initiatives on designated platforms.• Promoted Amazon Prime Student for 6-8 hours weekly over six weeks, utilizing social media marketing tactics to increase brand awareness and drive customer acquisition.• Utilized analytical tools to track and measure the effectiveness of marketing efforts, adjusting strategies as needed to optimize performance and achieve desired KPIs.

Sagar Kumar Education Details

Frequently Asked Questions about Sagar Kumar

What company does Sagar Kumar work for?

Sagar Kumar works for Rbc Investor Services

What is Sagar Kumar's role at the current company?

Sagar Kumar's current role is Junior Business Analyst | Entitlements- Equity and Fixed Income.

What schools did Sagar Kumar attend?

Sagar Kumar attended Centennial College.

Who are Sagar Kumar's colleagues?

Sagar Kumar's colleagues are Tenzing Namdol Nepali, Dzul Ikram, Marius Botusan, Shengyuan Piao, Rahul Narayanan, Habi Ramakrishanan Sellamuthu, Thiviya Nandadas.

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