Vatsal Doshi

Vatsal Doshi Email and Phone Number

IFIC Certified | Aspiring CSC Candidate | Finance & Wealth Management Professional | 1 year + Finance Intern | Banking Advisor | Mutual Funds @ Petro-Canada Fuels
pembroke, ontario, canada
Vatsal Doshi's Location
Sarnia, Ontario, Canada, Canada
About Vatsal Doshi

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.

Vatsal Doshi's Current Company Details
Petro-Canada Fuels

Petro-Canada Fuels

View
IFIC Certified | Aspiring CSC Candidate | Finance & Wealth Management Professional | 1 year + Finance Intern | Banking Advisor | Mutual Funds
pembroke, ontario, canada
Employees:
17
Vatsal Doshi Work Experience Details
  • Petro-Canada Fuels
    Customer Executive
    Petro-Canada Fuels May 2023 - Present
    Sarnia, Ontario, Canada
    1. 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.
  • Mesh Stock Brokers Pvt Ltd
    Finance Intern
    Mesh Stock Brokers Pvt Ltd May 2021 - Aug 2022
    Mumbai, Maharashtra, India
    1. 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

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.

Not the Vatsal Doshi you were looking for?

  • Vatsal Doshi

    Financial Associate
    Kamloops, Bc
  • Vatsal Doshi

    Masters Of Commerce (Accounting And Finance)
    Greater Toronto Area, Canada
    1
    rbc.com
  • Vatsal Doshi

    Humber'24 | Finance And Operations Management | Aspiring Finance Professional | Diligent Student Seeking Entry-Level Opportunities In Finance | Analytical Mindset And Strong Financial Acumen
    Toronto, On
    1
    gmail.com

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.