Divya Singhania

Investment Specialist-Trader at BMO Wealth Management - Canada
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Contact Information
us****@****om
(386) 825-5501
Location
CA

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Credentials

  • Derivatives and Fundamentals Options Licensing
    Canadian Securities Institute
    Feb, 2022
    - Nov, 2024
  • CPH
    Canadian Securities Institute
    Oct, 2021
    - Nov, 2024
  • IRT
    Canadian Securities Institute
    Oct, 2021
    - Nov, 2024
  • CPR & AED
    Canadian Red Cross
    Sep, 2021
    - Nov, 2024
  • CSC
    Canadian Securities Institute
    Jul, 2021
    - Nov, 2024

Experience

  • BMO Wealth Management - Canada
    • Banking
    • 700 & Above Employee
    • Investment Specialist-Trader
      • Sep 2021 - Present

  • Gatestone & Co.
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Financial Service Representative
      • Mar 2021 - Aug 2021

  • SP Data Digital
    • Canada
    • Business Consulting and Services
    • 500 - 600 Employee
    • Client Retention Specialist
      • Sep 2020 - Feb 2021

      • Consulted and retained clients via inbound calls • Reviewed subscription agreements and foster strong client relationships to grow customer funnel • Recorded detailed customer interaction notes in the CRM to promote long term electronic customer records • Ranked #2 retention specialist in the Greater Toronto area in a team of 30 individuals • Consulted and retained clients via inbound calls • Reviewed subscription agreements and foster strong client relationships to grow customer funnel • Recorded detailed customer interaction notes in the CRM to promote long term electronic customer records • Ranked #2 retention specialist in the Greater Toronto area in a team of 30 individuals

  • BKS Textiles Private Limited
    • India
    • Textile Manufacturing
    • 1 - 100 Employee
    • Accounts Manager
      • Aug 2013 - Aug 2019

      • - Led a team of 5 sales and administrative staff and managed 20 mid-sized business accounts and day-to-day operations for 7 years • Settled accounts, forecasted sales, and supervised sales staff to deliver customer focussed results • Managed all web, social media, advertising, and SEO activity for the company • Increased sales by 25% YoY for 7 years by identifying cross-sell opportunities and building trust in the brand • Demonstrated business problem-solving skills by understanding and applying small business banking and taxation laws • Spearheaded the push from brick-and-mortar to online shopping saving overhead costs and increasing customer retention

  • MIRA INFORM INDIA
    • India
    • Business Consulting and Services
    • 1 - 100 Employee
    • Business/Credit Analyst
      • Jun 2009 - Jan 2011

      • Analyzed financial data to identify financial trends, patterns, and strategy to compile comprehensive business reports • Calculated solvency, profitability, and liquidity of private companies and proprietary concerns for all major private and nationalized banks • Developed financial analysis reports and presentations by applying acquired financial principles to minimize credit risk for customers • Investigated financial standing and credibility of businesses in the marketplace

  • Sharekhan (dial and trade)
    • Mumbai, Maharashtra, India
    • Executive
      • Feb 2007 - Jun 2008

Education

  • Smt. M.M.K College of Commerce & Economics
    Masters, Business/Commerce, General
    2006 - 2008
  • Welingkar Institute of Management
    High School Diploma, Finance and Financial Management Services
    2005 - 2006
  • Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics
    Bachelor of Commerce - BCom, Business/Commerce, General
    2003 - 2006

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