Summary
Overview
Work History
Education
Skills
Websites
Certification
Personal Information
Timeline
Generic

Neel Patel

Surat

Summary

I am a proficient financial professional in Financial Markets from Conestoga College of Commerce. Excelling in courses related to the equity market and portfolio management, I have developed strong analytical skills, communication abilities, and market research expertise. I have experience as a Financial Sales Representative, adept at promoting and selling financial products, and as an Investment Representative, providing personalized investment advice and managing client portfolios. I am currently seeking a master's degree in Canada to further my knowledge and career in finance.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Fund Manager

QUANTIINVEST
09.2021 - Current
  • Provide regular updates to investors about the fund's performance, strategies, and market outlook.
  • Work with custodians, brokers, auditors, and other service providers to ensure smooth operations.
  • Stay abreast of new financial products, technologies, and market opportunities to continually improve the fund’s performance and offerings.
  • Adhere to all regulatory requirements and internal policies to ensure the fund operates within legal and ethical boundaries.
  • Perform in-depth research and analysis of market trends, economic conditions, and individual securities to inform investment decisions.

Financial Services Representative

goeasy Ltd.
Guelph
01.2023 - 01.2024
  • Serve as the first point of contact for customers, addressing their inquiries, and providing information about financial products and services.
  • Provide guidance and advice to clients on various financial products such as loans, mortgages, credit cards, investment options, and insurance.
  • Assist clients in completing loan applications and provide information on loan products, interest rates, and repayment terms.
  • Address and resolve client issues and concerns related to their accounts, transactions, and financial products.
  • Ensure all transactions and client interactions comply with relevant laws, regulations, and internal policies.

Investment Representative

TD
London
09.2021 - 12.2022
  • Recommend and sell financial products such as stocks, bonds, mutual funds, ETFs, and insurance policies that meet clients' needs.
  • Develop and maintain strong relationships with clients to understand their financial goals, risk tolerance, and investment preferences.
  • Develop comprehensive financial plans tailored to clients' goals, such as retirement planning, education funding, and wealth accumulation.
  • Create, monitor, and adjust investment portfolios to align with clients' objectives and market conditions.
  • Analyze financial statements, market data, and investment performance to make informed decisions and provide clients with up-to-date information.

Education

Project managment - Managment

Conestoga College
Kitchener, Ontario
08.2021

Financial planning and services - Financial Planning and Services

Conestoga College
Kitchener, Ontario
01.2020

Bachelor of Commerce - BCom - FINANCIAL MARKET

Mithibai College
Mumbai, India
01.2019

Skills

  • Fund Administration
  • Market Research
  • Financial Data
  • Due diligence
  • Quantitative Analysis
  • Data Management
  • Financial Markets
  • Technical Analysis
  • Team building
  • Problem-Solving
  • Risk Mitigation
  • Reliability
  • Team Collaboration
  • Decision-Making
  • Relationship Building
  • Adaptability
  • Professionalism

Certification

  • Technical Analysis Module
  • Canadian Securities Course (CSC)
  • Conduct and Practices Handbook Course (CPH)
  • Financial Markets: A Beginners' Module
  • Currency Derivatives: A Beginner's Module

Personal Information

Title: QUANT TRADER

Timeline

Financial Services Representative

goeasy Ltd.
01.2023 - 01.2024

Fund Manager

QUANTIINVEST
09.2021 - Current

Investment Representative

TD
09.2021 - 12.2022

Project managment - Managment

Conestoga College

Financial planning and services - Financial Planning and Services

Conestoga College

Bachelor of Commerce - BCom - FINANCIAL MARKET

Mithibai College
Neel Patel