Contact Information

Address
9196 140 St Surrey, BC
Phone
431-998-2168
E-mail
[email protected]

Skills

SALES FORCE

ARDENT AT WORK

ABILITY TO COMMUNICATE;
BILINGUAL: ENGLISH AND HINDI

STRONG MATHEMATICAL
CONCEPT

GOAL SEEKER

STRONG ORGANIZATIONAL SKILLS
AND VERY METICULOUS AND
PATIENT

DEMONSTRATED ABILITY TO LOG
ALL NOTES AND FOLLOW UP
INFORMATION ACCURATELY

ALWAYS SET FOR FINANCIAL GAIN

PROFICIENT IN MS OFFICE SUITE

PROVEN RECORD OF MANAGING
AND TRACKING

GOOD TIME MANAGEMENT SKILLS
AND LEADERSHIP SKILLS

ANALYTICAL ABILITY

PROBLEM SOLVING SKILLS

COMMERCIAL ACUMEN

CAPACITY FOR INNOVATION

DEVAM JAIN

ARDENT AT WORK, ENTHUSIASTIC, GOAL ACHIEVER, PASSIONATE FINANCIAL SERVICE
REPRESENTATIVE WITH PROVEN SKILLS IN SALES & CUSTOMER SERVICE AND
PLANNING ASSISTANT WITH ACCOUNTANT SKILLS

Experience

2017-08 –
2018-03

FINANCIAL PLANNING ASSISTANT INTERN
INVESTORS GROUP
Interviewed clients to determine current income expenses, financial objectives,
risk tolerance and other information need to develop a financial plan.
•

Explained and documented for client the types of services provided, and
the responsibilities to be taken by the personal financial adviser.
•

Profiled and analyzed investment products to develop customized financial
strategies for clients’ financial needs.
•

• Conducted careful financial analysis of proposed transactions and portfolio.
Answered clients’ questions about the purposes of financial plans and
strategies
•

• Offering flexible and customized solutions for any situation
• Ensuring accurate and quality- controlled results for the customers

2016-10 –
2017-06

Accountant
SRJ Chartered Accountant
Performed bookkeeping duties, including journal entries and adjustment, bank
reconciliation, inter-company transactions, etc.
•

Monitored and controlled cash flow activities and developed weekly cash flow
projection report
•

Provided support to auditors on year-end accounting inquiries and variance
analysis
•

• Controlled and managed the accounts payable and receivable process
I was working with cash flow and i was greeting customer and preparing
monthly accounting report
•

2016-07 –
2017-07

SERVICE DESK / HEAD CASH
HOMEDEPOT
• Processed credit card payments and maintained accurate documentation
• Answered clients’ questions, greet them with excellent customer service
• Exceedingly skilled in answering customer inquiries in a friendly manner
• Able to use Excel spreadsheet to file documents for customers
Emotionally intelligent in terms of empathetically understanding and
predicting customer behavior and handling them accordingly
•

Education

2016-05 –
2018-01

CENTENNIAL COLLEGE , FINANCIAL SERVICES, DIPLOMA
Gained knowledge of certificate courses such as Personal Financial Planning,
Investment Funds in Canada, Canadian Securities Course, etc and improved
knowledge in Financial Analysis, and Customer Relationship Management.