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Yash Borade

Yash Borade

Financial Planner
Toronto, Ontario

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About Yash Borade:

An entry-level banking professional with experience in financial product promotion, transaction processing, and account management. Possess strong communication skills and a customer-centric approach towards work. Currently pursuing a Post-Degree Certificate in Financial Planning from Humber College.

Experience

Banking Officer

ICICI Bank, Mumbai, India

January 2022 - December 2022

  • Promoted financial products to clients as per their requirements while also maintaining excellent service offering knowledge which resulted in client satisfaction.
  • Successfully completed transactions for customers and capitalized on opportunities to cross-sell products and services, resulting in high sales figures.
  • Utilized the CRM system daily to maximize service opportunities and enhance communication, showcasing excellent communication skills that resulted in client appreciation.

 

Assistant Accountant

Price Pumps, Mumbai, India

January 2021 - December 2021

  • Reviewed figures, postings, and documents for correct entry, completeness, and accuracy.
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Organized data into multiple spreadsheets to streamline data.
  • Used accounting software to prepare weekly and monthly financial reports.

Education

Post-Degree Certificate in Financial Planning

Humber College, Toronto, ON

Expected graduation: August 2023

 

Bachelor of Commerce in Banking and Insurance

Mumbai University, Mumbai, India

April 2017 - March 2020

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