Tanish Gaur Email & Phone Number

Toronto, Ontario, Canada

• Leveraged advanced communication and probing skills to proactively identify client needs, resulting in a 20% increase in client satisfaction scores.• Executed client trade instructions with 100% accuracy, adhering to regulatory requirements using Broadridge/BTS, Berton, TradeLink, and FactSet.• Successfully drove a 25% increase in digital adoption by promoting RBC Direct Investing’s website and mobile platforms, identifying self-service opportunities that improved client efficiency.• Demonstrated comprehensive knowledge of CIRO, Provincial regulations, and RBC policies, ensuring all transactions were compliant.• Utilized in-depth understanding of equity, mutual funds, hedge funds, FX, and fixed-income instruments to assist clients

Toronto, Ontario, Canada

• Efficiently handled daily cash office operations, including cash handling, reconciliation, and deposit preparation, ensuring the accuracy and security of financial transactions in a high-volume grocery store environment.• Delivered a positive customer experience by delivering high-quality customer service, resulting in a customer satisfaction rating of 96%.

Gurugram, Haryana, India

• Spearheaded financial analysis initiatives, identifying key financial metrics and trends that contributed to a 15% improvement in project profitability.• Developed and designed financial planning materials and management reports using Microsoft PowerPoint and Tableau, reducing decision-making time by 20% for key stakeholders.• Leveraged Advanced Excel and SQL to extract, analyze, and interpret financial data, identifying cost-saving opportunities and mitigating risks in major projects.• Provided critical market insights into the Indian automotive finance sector, leading to a 12% increase in market share through informed strategic decisions.• Actively stayed current with industry trends and participated in company initiatives, contributing to agile decision-making and maintaining a competitive edge in the market.

Financial Planning

Bachelor'S Degree, Business/Commerce, General

Education record

Business Analytics