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, Ontario08.2021
Financial planning and services - Financial Planning and Services
Conestoga College
Kitchener, Ontario01.2020
Bachelor of Commerce - BCom - FINANCIAL MARKET
Mithibai College
Mumbai, India01.2019
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
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