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Uploaded byYogi Hemant Panchpor
FinancialAdvisor
Hemant Panchpor is seeking a position as an Investment Advisor. He has over 10 years of experience in customer service, office management, and IT project management. He holds a Business Analysis certificate from Ryerson University and degrees in Accountancy and Economics. His skills include needs analysis, process improvement, project management, training, and strong English and French communication abilities.
FinancialAdvisor
- 1. 1 Hemant Panchpor 210 ConnollyStreet, Toronto-ON-M6N 1E9 Telephone: (647) 729-5001 E-mail: hemantpanchpor@hotmail.com OBJECTIVE Investment Advisor HIGHLIGHTS • Completed Ryerson University certificate in Business Analysis with Bachelor’s degree in Advanced Accountancy and Costing and Life Licensed for Insurance (LLQP) and in Securities (CIFC) • More than 10 years of experience in various industries including Office Management as well as Customer Service and IT Project Management • Proficient in needs, process analysis and business process improvement • Excellent ability to define, analyze, develop, pilot, evaluate and quality check phases of process • Expert ability to prioritize and multi task complex issues with deadlines • Exceptional organizational, interpersonal and problem solving skills • Comprehensive background in public speaking, teaching and training and project administration • Excellent communication skills both written and verbal in English and French • Advanced proficiency in Microsoft Office including Word, Excel, PowerPoint, and Visio • Expert in computer based analysis using SPSS and GIS based software • Liaised successfully between business partners and developers as Project Manager WORK EXPERIENCE Independent Business Agent Primerica Financial Services Ltd. 12/2014-Todate Represented Primerica and its products to customers Engaged in activities of selling Life Insurance and Investment products Updated knowledge about Life Insurance and Investment industry and Regulations from Financial Services Commission of Ontario (FSCO) and Ontario Securities Commission (OSC) Engaged in peer learning activities at Primerica Advisor to Board of Directors 02/2013-02/2014 Swansea Town Hall Helped seeking sources of funds for the Association, the Town Hall and their respective activities Approved financial statements, as submitted by the Treasurer or Secretary- Treasurer, and inspected all financial records, budgets, and expenses of the Association, and presenting of budgets to the members. Participated in Annual, General and Special Meetings and advised on policy matters. Proposed procedural changes in Handbook and Reference Book for Board Members Bilingual Customer Service Rep. 08/2008-02/2009 TD Canada Trust - Indirect Credit Center Documented processes and procedures for inbound customer calls Proposed procedural changes for indirect credit to customers through dealers for home improvement and auto finance IT related process improvement in progress Bilingual Customer Service Rep. 02/2005-02/2006 Citigroup- Citi Cards International
- 2. 2 Documented processesand procedures for return mails and calling Hemant Panchpor Telephone: (647) 729-5001 Email: hemantpanchpor@hotmail.com Contd… Supervised a team of 15 new employees resulting in the successful completion of a 3 month backlog in one month Trained more than 15 new employees in logging of return mails and communication process with customers Received Perfect Attendance awards Programmer/Project Manager (Computer Operations) 08/2000-12/2003 Pinnac Infotech Services Documented business requirements and developed processes and procedures for new project applications using Java and C++ Facilitated walkthrough and managed sign-off for Business Requirements with business partners and technology teams Provided business support on more than 10 software projects within 3 years with complete system development life cycle and completed before deadline Developed, updated and implemented policies and procedures Developed UAT strategy and correspondingly managed business testing resources Conducted meetings to coordinate the activities of different departments and developed weekly and monthly reports to reflect productivity and service quality Developed knowledge of processes, procedures and products Implemented the best methods and efficient practices in the world EDUCATION / PROFESSIONAL DEVELOPMENT TRAINING BUSINESS ANALYST CERTIFICATE Ryerson University, Toronto CERTIFICATE IN C++ AND PROFESSIONAL JAVA National Institute of Information Technology (NIIT), India MASTER OF ARTS in ECONOMICS University of Pune, India BACHELOR OF COMMERCE in ADVANCED ACCOUNTANCY AND COSTING Pune University, India COMMUNITY INVOLVEMENT • President and Instructor of Yoga Club of Ryerson @ CESAR from October 2005 to February 2006 in Toronto. Published a book, “Journey to Infinity” on Swasan Yoga, and writing “Journey within Seven Chakras”, a book on Kundalini Yoga. ”. http://www.youtube.com/user/Aadeshnath http://filedby.com/author/AADESHNATH/2896575/ • Written more than 15 articles on Yoga and related topics in LinkedIn at https://www.linkedin.com/profile/view?id=20810358&trk=nav_responsive_tab_profile_pic • Actively involved in the activities of Hindu Institute of Learning since January 2004, Davenport Perth Community Center since January 2008 and volunteered as Advisor to Swansea Town Hall Community Centre in Toronto from February 2013 to February 2014.
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