Vaishvik Thakkar Email & Phone Number

Vadodara, Gujarat, India

Akshar Heaven - 4BHK Ultra Luxurious Flats

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Supported customer requests for banking services, including handling transactions
• Reviewed customer profiles and engaged customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
• Managed, loaded, and reconciled cash transactions between treasury and various branch units.
• Contributed to business results and the overall experience delivered in the branch.
• Achieved sales targets on a weekly basis.
• Contributed significantly to the credit card sales each week.

Pickering, Ontario, Canada

• Conduct computer data entry.
• Emphasized Communication skills and customer service to provide the clients with the best experience possible.
• Used Salesforce and Verto to conduct patient scheduling, manage client intake, monitor user issues, and manage workflow.

• Managed a family portfolio worth 1,000,000 INR in the Indian equity markets through equities and equity derivatives and generated a 25% ROI.
• Investing and trading in the Indian equity markets through various instruments such as Exchange Traded Funds (ETFs), Index Derivatives, Equity Derivatives
• Developing instruments for financial analysis and putting them into use and using Bloomberg terminal to conduct analysis.
• Developed options and futures strategies to minimize risks by hedging.
• Executing trade orders and dealing with discount brokers.
• Managing a net return of 25% throughout the period through various investing philosophies such as value investing, momentum investing, and Swing trading.

Vadodara, Gujarat, India

• Developed volatility filter to minimize loss, ultimately achieving better risk-adjusted returns and smoother equity curves.
• Conducting technical analysis to identify stock price trends.
• Provided options to high net-worth clients to increase yields and minimize risk.
• Researched option buying based on volume and open interest changes, directional option selling using technical indicators to develop

Vadodara, Gujarat, India

• Facilitated firm's everyday administrative operations, supervised support staff, and verified office remained compliant with state, federal, and local regulations.
• Maintained customer relations and coordinated promotions to increase and create new revenue.
• Reviewed daily and overall financials to ensure profitability.

Master Of Science - Ms, Project Management

Toronto, Ontario, Canada

Bachelor'S Degree, Civil Engineering, 8.5 Cgpa

Cbse, Science, 91.1%