Sagar Chouhan Email and Phone Number

A finance driven professional who speaks the IT language. I recently achieved CIFC mutual fund license from IFSE institute, Canada and successfully cleared Scrum Master certificate from scrum alliance and PMP from PMI which adds people management skills to my diverse skillset. I connect with people of the age group of wealth accumulators and wealth preservers.------------------------------------------------------------------------------------------------------------------Skills Snapshot : Finance: RRSP, TFSA, FHSA, RESP, RDSP, Financial Planning, KYC, Tax Efficient Investing, Strategic Investment planning, Client Assessment, Portfolio Diversification, Investment Fund Knowledge (Mutual funds, ETFs), Chequing Accounts, Savings accounts, Credit Cards, Budgeting.Technical Skills: Agile Methodologies, Certified Scrum Master: Product Backlog refinement, Sprint Planning, Daily Stand ups, Sprint Review, Impediment removal, Sprint Retrospective, Managing the scrum board.Tools: Data Visualization- Power Bi, Excel Pivot Table, JIRA, MS ProjectSales: Objection handling, prescribing a solution, building customer relationship, Excellent Listener, building customer needs.Project Management: Benefit analysis, conflict management, risk Management, scope management, quality management, communication planning.------------------------------------------------------------------------------------------------------------------I completed my graduation in Bachelor in commerce followed by Post graduate diploma in Business Marketing management along with SAP FI and CO certifications.My expertise lies in connecting with customers and offering strategic solutions. I love connecting with people and my biggest strength is to persuade and build trust through my communication skills and recommend them solutions tailored to their needs. Moreover, my IT experience help me navigate the complexities related to technology making me a tech savvy who is always there to guide the customers to the right direction. I am Eager to leverage my skills in a client-facing role within the financial sector and work for the clients to secure their financial future.Thank you for checking out my profile! I'd love to connect and discuss how I can help support your team or organization's goals.Let’s connect!Message me on LinkedIn or email me at Sagar.chouhan@hotmail.com