Bio
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Helley Thakar is a seasoned banking professional with expertise in financial services, investment banking, and customer support. She has held various roles in operations, customer service, and management, including Operations Analyst at Scotiabank and Operations Manager at HDFC Bank Limited. Helley holds an MBA in Finance from Gujarat Technological University and a BCom in Accounting and Finance from The Maharaja Sayajirao University of Baroda.
Credentials
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Branch Managers' course
The Investment Funds Institute of Canada (IFIC)Dec, 2020- Jun, 2026 -
Anti Money Laundering and terrorist financing for securities professional
Canadian Securities InstituteAug, 2020- Jun, 2026 -
Canadadian investment fund course
The Investment Funds Institute of Canada (IFIC)Mar, 2020- Jun, 2026 -
Customer Service Banking codes and Standards
Indian Institute of Banking and FinanceApr, 2016- Jun, 2026 -
JAIIB
Indian Institute of Banking and FinanceJul, 2014- Jun, 2026
Experience
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Scotiabank
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Greater Toronto Area, Canada
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Operations Analyst
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Aug 2021 - Present
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Greater Toronto Area, Canada
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Suitability Review Analyst
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Nov 2020 - Aug 2021
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Knowledge First Financial
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Canada
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Customer Service Representative
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Jun 2019 - Nov 2020
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Canada
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HDFC Bank Limited
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Pune, Maharashtra, India
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Operations Manager
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Sep 2016 - 2019
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Pune, Maharashtra, India
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Federal Bank
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Surat
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Assistant Manager
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Jul 2012 - Jun 2016
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Surat
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Education
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2010 - 2012Gujarat Technological University
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The Maharaja Sayajirao University of Baroda
Suggested Services
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Industry Focus. “Banking”
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