Vijay Kumar Email & Phone Number

Toronto, On, Ca

• Provide administrative support to Senior Financial Planner and Branch Manager/Senior Financial Advisor in the general operations of the practice• Review and process valid trade requests such as purchases, redemptions, switches, transfers, systematic plans, and non-financials for all client accounts in an accurate and timely manner• Provide courteous and prompt assistance to client’s requests and resolve written, telephone and/or email inquiries in an efficient and professional manner• Regularly coordinate, schedule and plan client meetings for financial plan reviews, assist with client meeting preparation, client review reports and new client orientation processes • Manage ongoing pending documentation follow-ups and ensure outstanding/deficient applications and forms are received in good order in administration of new and existing clients • Maintain client and business associates database and prepare and organise records accurately to ensure all files and data is current and adheres to compliance regulations• Assist with all other administrative functions and special projects as assigned

250 The East Mall, Toronto, Ontario M9B 3Y8

• Delivered a strong guest focus culture that exceeded guest expectations every time• Delivered a great-looking store, arranged and reset store shelves, signs, labels and merchandise• Embraced a friendly, positive, helpful and team oriented environment• Provided accurate pricing on store shelves, using excellent planning, organizational and numerical skills• Trained new team members by using technology to read instructions, reports and information

500 Kipling Avenue, Etobicoke, Ontario M8Z 5E5

• Order picking on skids individually or in a team setting to be delivered to the restaurants daily• Driving a Rider Pallet Truck and / or a Reach – Fork Truck to retrieve and stack loads with precision and at unprecedented heights• Verifying all the skids (orders) prior to loading the trucks• Counting of cooler / freezer products for Inventory and ordering purpose

151 Carlingview Drive, Etobicoke, Ontario M6W 5S4

• Received and logged returned terminals from merchants into database system• Stocked returned terminals into assigned locations via a RF gun• Picked orders (of new terminals) and downloaded them with required data for the merchants• Packed and shipped orders• Inventory control

25 Victoria Parade, Suva, Fiji

• Loan establishment including documentation, securities preparation and drawdown • Credit based management of existing loan / deposit accounts in arrears and excess• Completed Annual Reviews for existing customers including Pre and Post annual review checklist; maintained diary system and compliance database• Achieved sales and referral targets by determining customer needs and actively selling the bank’s transactional products and services • Ensured applicable compliance of credit procedures and corporate governance • Proactively identified, and resolved areas of customer dissatisfaction for follow up and resolution including of customer complaints• Retained and established new clients

25 Victoria Parade, Suva, Fiji

• Managed business creditor account for Small to Medium Enterprise banking customers • Conducted Annual Reviews for approval by Credit Administration• Retained and increased our share of the existing customer base to sustain and increase profitability by pro – actively developing and maintaining a detailed understanding of customer businesses, determining customer needs, and actively selling the bank’s transactional products and services to meet needs identified• Accurately identified and assessed all inherent risk for credit exposures • Monitored for early signs of credit quality deterioration • Highlighted critical information for potential lending customers to Relationship Managers

25 Victoria Parade, Suva, Fiji

• Preliminary Preparation of Credit Memorandum• Extracted and complied financial data• Prepared Letters of Offer and Co-ordination of Security Preparation• Opened new customer accounts and maintained customer database• Maintained Records and Facility Drawdown

25 Victoria Parade, Suva, Fiji

Investment Representative Training

Conduct And Practices Handbook (Cph)

Canadian Securities Course (Csc)

Business Diploma, Accounting

Canadian equivalent to a 2-year Diploma in Accounting offered by a Canadian College or Institute based on University of Toronto.

Bachelor Of Arts Degree, Banking & Finance And Information Systems

Canadian equivalent to a 3-year Bachelor’s degree specializing in a program combining Finance and Information Systems, from a Canadian.