Vatsal Doshi Email and Phone Number
As an IFIC Certified professional with a strong foundation in financial planning and wealth management, I bring over 1 year of experience as a Customer Executive at Petro-Canada Fuels and over 1 year of finance internship experience. My educational background includes a Bachelor’s degree in Business Administration and a Diploma in Financial Planning from Lambton College.In my current role, I manage over 150 client interactions monthly, maintaining a 99% customer satisfaction rate. This experience has sharpened my ability to analyze financial data, provide strategic advice, and develop personalized solutions that enhance client satisfaction and financial outcomes.I am actively seeking opportunities within banking or wealth management firms where I can apply my skills to deliver impactful financial strategies, build strong client relationships, and contribute to organizational success.Beyond my professional life, I find joy in exploring new destinations, savoring different cuisines, engaging in chess, curating a unique perfume collection, and immersing myself in documentaries—these passions fuel my creativity and curiosity.
Petro-Canada Fuels
View- Employees:
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Customer ExecutivePetro-Canada Fuels May 2023 - PresentSarnia, Ontario, Canada1. Processed over $10K cash, debit, and credit transactions daily with 100% accuracy, ensuring precise fund handling and consistently maintaining a balanced cash drawer. 2. Processed 100 accurate transactions daily and consistently monitoring pump functionality. Quickly identified and resolved technical issues, maintaining a 100% uptime for equipment.3. Delivered exceptional service to over 120 customers daily, greeting them warmly, addressing inquiries, and resolving issues swiftly and courteously, ensuring a high level of customer satisfaction.4. Leveraged in-depth knowledge of products, including fuel types, car wash options, and convenience items, to provide tailored recommendations thereby driving a 25% increase in sales. -
Finance InternMesh Stock Brokers Pvt Ltd May 2021 - Aug 2022Mumbai, Maharashtra, India1. Conducted behavioral finance research to understand how psychological factors impact financial decision-making, enhancing investment strategies.2. Performed SWOT analysis to evaluate the strengths, weaknesses, opportunities, and threats of various companies, aiding in strategic business decisions.3. Executed comprehensive ratio analysis on financial statements, assessing financial health.4. Analyzed annual reports to extract critical financial data and insights, supporting informed investment decisions.5. Utilized trend analysis and moat analysis to identify patterns in financial data, forecasting future performance and market trends.
Vatsal Doshi Education Details
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Financial Planning And Wealth Management -
Bachelor'S In Management Studies - Finance Major
Frequently Asked Questions about Vatsal Doshi
What company does Vatsal Doshi work for?
Vatsal Doshi works for Petro-Canada Fuels
What is Vatsal Doshi's role at the current company?
Vatsal Doshi's current role is IFIC Certified | Aspiring CSC Candidate | Finance & Wealth Management Professional | 1 year + Finance Intern | Banking Advisor | Mutual Funds.
What schools did Vatsal Doshi attend?
Vatsal Doshi attended Lambton College, University Of Mumbai.
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Vatsal Doshi
Toronto, On -
Vatsal Doshi
Humber'24 | Finance And Operations Management | Aspiring Finance Professional | Diligent Student Seeking Entry-Level Opportunities In Finance | Analytical Mindset And Strong Financial AcumenToronto, On1gmail.com
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