Jerin Chacko

Experience

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  Insight

  Aug 2019 - Jul 2020

  Account Executive

  Analyzes and manages IT infrastructure of corporate accounts in collaboration with IT directors by proposing hardware and software solutions and services. Maintaining strong relationship with multiple vendor BDM's, price negotiations and qualifying potential prospects forms a major part of the responsibility. In addition, does IT consulting for clients by involving the best technical resource.

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  CURO Financial Technologies Corp

  Dec 2020 - Dec 2021

  Financial Services Representative

  Delivering financial advice to clients regarding debt management, credit loans, loan payments & other financial services. Providing excellent customer service by offering a wide range of financial products to clients face to face and over the phone.

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  CIBC

  Jul 2022 - Oct 2023

  Financial Services Representative

  Assisting personal and business clients in achieving financial goals by providing financial advice. Also managing bank opertional activites in accordance with the compliance regulations and risk management policies.

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  TD

  Oct 2023 - now

  Associate Planner

  Delivering high level of financial planning and advice to mass affluent clients to help them achieve their investment and retirement goals. The holistic approach of financial planning involves an in-depth analysis of a client's total net worth, tax strategies, wealth protection and legacy.