Samarth Kapur Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Markham, Ontario, Canada

Liaised with client services, compliance and digital tech, conduct KYC and provide guidance regarding products to achieve their long/short term financial needs.Promoted as an interim team leader for legendary experience index (LEI) with an average score of 83% across 20 surveysProactively offered investment strategies to resolve client concerns by offering a unique and personalized solutions resulting in positive appraisal by seniors.Actively participated in team meetings and collaborated with internal teams to systematically redesign existing procedures and applications, simplifying the internal referral systems resulting in increased salesIdentified potential sales opportunities by providing financial solutions to clients through in-depth investigation and analysis, reducing disputes while maintaining 100% operational compliance.Mentored and motivated new and existing employees by call shadowing and providing feedback on how to meet metric expectationsDisplayed a highly positive attitude during the busy RSP season by providing key features and benefits and further connecting clients with the appropriate departmentWinner of League of Legends plus award for Q1 ‘23, 2x Brilliant Basics awards and 2x First-5 challenges for contribution to improved quality

Muscat, Masqaţ, Oman

Proficiently calculated basic tax provisions and key financial ratios/forecasts in excel ensuring compliance with local laws and regulationsCollaborated with the audit manager in preparing RFPs and RFIs and assisted in presenting this information to audit clients.Entrusted with setting up audit files of the clients for the audit department and diligently identified risks inherent in the client portfolio.Assisted the compliance team in investigating potential processing and technical issues and presented findings which necessitated implementation. Successfully connected clients with the relevant audit & tax managers during the end of season period based on their needs and specifications.Support partners with incoming and outgoing transactions, verifying information as needed to perform adjustments within authority levels

Muscat, Masqaţ, Oman

Liaised with the sales team in tackling and resolving customer issues and increasing their customer base through proposing various marketing strategiesProactively engaged with clients to advise them on approved credit limits and breaches while simultaneously following up on outstanding collections.Maintained a record of positive customer interactions as well as internal policies which resulted in an improved operational efficiency.Proficiently identified potential discrepancies in client wealth portfolios and escalated such issues to the respective data management department in a timely manner.

180 Rimrock Road

Managed front desk at outlet. Welcomed guests in a warm and friendly manner. Ascertained their dining/lodging needs. Seated guests and managed the seating chart. Monitored restaurant activity to determine seating and dining flow. Performed opening and closing duties, as needed. Answered calls for reservations, delivery orders, customer service issues, etc in a time and efficient manner. Ensured equivalent balance of cash drawer at all times and assisted with other server duties. Helped fellow team members and other departments wherever necessary to maintain positive working relationships.

Mumbai, Maharashtra, India

Gained an insight of how the internal audit is carried out, observed different reports based on the audit of different firms and sent to different firms in order to perform the internal audits. Also gained a clear idea on how the balance sheet and income statements for a firm are produced.

Bachelor Of Commerce - Bcom, Commerce/Finance, 7

Activities and Societies: York Finance Club Finance Students Association

Secondary Education - Ibdp, Business & Management, Accounting, Finance, 33/45

Activities and Societies: Indus Community School (IISB) | 2016/2017 Organized a fund-raiser in order to produce sanitary napkins for local.