Sahil Jain

Experience

• 

  Religare

  Apr 2013 - Jun 2013

  Intern

  • Technical analysis of Stocks to find long term trends.• Developed a new system for algorithm trading using MS Excel.• Test option strategies using MS Excel based on the historical data downloaded from NSE website.• Industry Analysis and Financial Analysis of the Company.

• 

  Ameriprise Financial Services, Inc.

  Mar 2014 - Apr 2015

  Associate

  • Perform data entry as per the financial documents provided by the advisor.• Prepare preliminary financial and investment planning documents.• Document conclusions gained by analysing clients' investment assets (bank accounts and retirement accounts), loans/debts, lifestyle expense, and insurance premiums etc. using tools like NaviPlan and Morning Star.• Re-balance existing portfolios and design strategic portfolios as per client requirement.• Develop strategies to save on mortgage interest rate through refinancing and other similar techniques.• Prepare tax estimation for the year taking into consideration income and tax-free savings.• Work as a part of team and contribute to team functions and responsibilities. Show less

• 

  IHS Markit

  May 2015 - May 2018

  Senior Implementation Specialist

  • Onboarded new clients on MarkitSERV platform enabling them to affirm their derivative trades.• First point of contact for calls and emails from customers in relation to their queries and concerns.• Assisted clients courteously to enhance their experience and help troubleshooting their transaction errors using problem solving skills.• Updated customer information and cases regularly on SalesForce to maintain a track of their activity.• Educated client by conducting WebEx demo/training sessions.• Proactively took ownership to handle escalations, empathized with the client and provided best possible solution.• Hands-on experience in working on trade migration or merger projects for critical clients.• Interacted with customers to cross-sell other MarkitServ products and services to better meet the client’s needs.• Gained SME knowledge for clearing and regulatory reporting issues.• Successfully implemented AutoHotkey within the team thereby enhancing quality and efficiency in addition to other process improvements.• Published EOD dashboard reports for the management and attend weekly meetings to analyze the volume trend.• Experience on training / mentoring new joiners with Product/ Technical/ Domain knowledge.• Awarded ‘Pat on the Back’ award for an outstanding performance in Q3 2016.• Awarded ‘Most Valuable Player’ for a migration project during merger of Aberdeen Asset Management and Standard Life in 2017. Show less

• 

  Diebold Nixdorf

  Oct 2018 - Nov 2018

  Data Entry Specialist

  Worked on a Rogers/Fido project including replacement of printers and audit across all stores in Canada.• Reviewed pictures and data received from on-site tech team.• Data entry into internal SharePoint maintaining consistency.• Tracked to check if printers to be installed the next few days have been delivered at the location.• Created return EWAY bills for any incorrect printers delivered at the store and arrange pickups.• Maintained a database of all the stores and update any activity on a continuous basis.• Shared the report with internal Diebold team and Rogers management to give then and update on a daily basis. Show less

• 

  Questrade Financial Group

  Nov 2018 - Aug 2021

  • Support clients before, during and after market hours to handle all concerns and requests via electronic communications. • Develop a positive client experience by understanding and responding to enquiries quickly, professionally and accurately.• As the primary point of contact, provide exemplary customer service and recognize opportunities to proactively position Questrade’s products and services.• Respond to incoming client inquiries and a variety of client issues including: Account specific inquiries, Transaction inquiries, Product inquiries and Technological assistance, via phone, email and instant messaging.• Educate clients on Stocks, ETFs, Options, Mutual funds, Bond and Questwealth Portfolios.• Subject matter expert on all Investment account types - Registered accounts: including TFSAs, RRSPs RESPs and RIFs and Non-registered: Individual, Joint, Corporation, and Family Trust.• Trouble shooting client specific trading platform issues. Show less

  • Client Services Supervisor

    Oct 2020 - Aug 2021

  • Team Lead

    May 2020 - Oct 2020

  • Client Services Specialist

    Nov 2018 - May 2020
• 

  Aviso Wealth

  Aug 2021 - Sept 2022

  Supervisor
• 

  The Citco Group Limited

  Sept 2022 - now

  • Middle Office Manager

    Nov 2023 - now

  • Middle Office Supervisor

    Sept 2022 - Nov 2023