Data Entry Clerk (Cms)
Current
Sep 2024 - Present
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Shalin Patel Email & Phone Number
Finance Professional | MBA in Finance | Investment & Portfolio Management | Client Relationship Management | Skilled in Financial Modelling & Risk Management
at
AutoTrader.ca
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Finance Professional | MBA in Finance | Investment & Portfolio Management | Client Relationship Management | Skilled in Financial Modelling & Risk Management
Location
Canada, Canada, Canada
Who is Shalin Patel? Overview
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Quick answer
Shalin Patel is listed as Finance Professional | MBA in Finance | Investment & Portfolio Management | Client Relationship Management | Skilled in Financial Modelling & Risk Management at AutoTrader.ca, based in Canada, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Shalin Patel.
Shalin Patel previously worked as Data Entry Clerk (CMS) at Autotrader.Ca and OMNI Associate at Walmart. Shalin Patel holds Master Of Business Administration - Mba, Finance from Gujarat Technological University (Gtu).
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Profile bio
About Shalin Patel
Transforming Data into Actionable Financial Insights | Driving Growth through Strategic Portfolio ManagementAs a finance professional with a passion for uncovering opportunities and optimizing performance, I bring a proven ability to turn complex financial data into strategic decisions that drive results. From increasing ROI by 15% as a Derivatives Analyst to boosting customer satisfaction by 25% in my current role, I have a track record of delivering tangible improvements.In every role, my focus has been on leveraging data analytics, financial modeling, and risk management to provide solutions that not only meet but exceed client expectations. My background spans investment and portfolio management, regulatory compliance, and process optimization—ensuring that I am equipped to handle the most challenging financial environments.Currently pursuing the IFC (Investment Funds in Canada) certification, I am dedicated to continuous learning and staying ahead of industry trends. If you’re looking for someone who can drive growth, enhance client relationships, and deliver top-tier financial solutions, let’s connect.Key Skills: Strategic Financial Modelling, Advanced Data Analytics, Client Relationship Management, Risk Mitigation, Portfolio Optimization, Regulatory Compliance, Market Analysis.
Current workplace
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6 roles
Shalin Patel work experience
A career timeline built from the work history available for this profile.
Omni Associate
Resolved 50-150 customer inquiries daily, providing tailored solutions that increased customer satisfaction by 25%.Enhanced product recommendations by understanding customer needs, leading to a 75% boost in overall satisfaction rates.Streamlined packing processes through continuous improvement initiatives, resulting in a 20% increase in positive customer.
Dec 2023 - Nov 2024
Team Leader
- Guided and mentored junior analysts in trading systems and strategies, enhancing team performance and ensuring effective execution of trading decisions.
Sep 2021 - Nov 2023
Derivatives Analyst
- Achieved a 15% ROI increase by conducting detailed market analysis and implementing strategic financial modelling for equity, options, and futures trading.
- Maintained 99% accuracy in the daily reconciliation of derivatives products in client portfolios.
- Managed a portfolio, delivering a 15% annual profit increase through strategic investment decisions and comprehensive risk management.
- Enhanced decision-making by 85% and optimized trading strategies by 60% through real-time industry data and actionable insights.
- Reduced final reporting time by 95% and improved accuracy for stakeholders by optimizing NAV and Market Value calculations.
Mar 2020 - Nov 2023
Relationship Manager
Wealth Creators
- Fostered strong client relationships by identifying financial needs and delivering tailored solutions, increasing client satisfaction by 75%.
- Expanded company business by 70% through personalized financial planning, resulting in a 25% boost in client satisfaction scores.
- Improved accuracy by 40% and ensured 100% compliance with audit and regulatory standards by maintaining and updating financial and inventory systems.
Jul 2019 - Jan 2020
Mutual Fund Distributor Recruitment
May 2019 - Jun 2019
2 education records
Shalin Patel education
Master Of Business Administration - Mba, Finance
Bachelor Of Commerce - Bcom
FAQ
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What company does Shalin Patel work for?
Shalin Patel works for AutoTrader.ca.
What is Shalin Patel's role at AutoTrader.ca?
Shalin Patel is listed as Finance Professional | MBA in Finance | Investment & Portfolio Management | Client Relationship Management | Skilled in Financial Modelling & Risk Management at AutoTrader.ca.
Where is Shalin Patel based?
Shalin Patel is based in Canada, Canada, Canada while working with AutoTrader.ca.
What companies has Shalin Patel worked for?
Shalin Patel has worked for Autotrader.Ca, Walmart, Mansukh Securities & Finance Ltd., Wealth Creators, and Nj Group.
How can I contact Shalin Patel?
You can use AeroLeads to view verified contact signals for Shalin Patel at AutoTrader.ca, including work email, phone, and LinkedIn data when available.
What schools did Shalin Patel attend?
Shalin Patel holds Master Of Business Administration - Mba, Finance from Gujarat Technological University (Gtu).
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