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Tory Rajani

Project Manager at Helika
Intro Book
Results-driven professional with experience in project management, customer service, and sales.
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Location
Toronto, Ontario, Canada, CA
Skills
  • Data Entry
  • Customer Service
  • Time Management
  • Event Planning
  • Critical Thinking
  • Show all
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Bio

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Tory Rajani is a seasoned professional with experience in project management, customer service, and sales. She holds a Bachelor of Arts degree from the University of Toronto and has certifications from the Canadian Securities Institute. Tory has worked in various roles, including Project Manager, Client Success & Operations Manager, Project Lead - Transition Planner, Account Relationship Manager, and Investment Representative.

Credentials

  • Conduct & Practices Handbook
    Canadian Securities Institute (CSI)
    Jun, 2019
    - Apr, 2026
  • Canadian Securities Course
    Canadian Securities Institute (CSI)
    Apr, 2019
    - Apr, 2026

Experience

  • Helika
    • Canada
    • Blockchain Services
    • 1 - 100 Employee
    • Project Manager
      • 2024 - Present

    • Client Success & Operations Manager
      • Oct 2023 - Jan 2024

  • Raymond James Ltd.
    • Project Lead - Tranistion Planner
      • 2021 - 2023

  • National Bank Independent Network
    • Account Relationship Manager
      • 2020 - 2021

      - Received a Quarterly Achiever award for implementation of process improvements I proposed with regards to comprehensive reporting strategy and directing Portfolio Manager firms in exceeding KPI metrics during my tenure.

  • CIBC Capital Markets
    • Canada
    • Capital Markets
    • 700 & Above Employee
    • Investment Representative
      • 2019 - 2020

      - Received a Quarterly Achiever award for exceptional service delivery and leadership on training tool creation, as well as leading new hire coaching sessions for success.- Led 3 new-hire classes of 12 representatives with the learning experience I designed, involving coaching, client-agent simulation, story telling, and client engagement model, resulting in operational readiness and increased volume of calls and trades completed for new hires.- Achieved exceptional sales performance by exceeding sales targets by 208%, demonstrating strong sales skills and maintaining positive client relationships.

    • Associate Investment Representative
      • 2017 - 2019

Education

  • 2012 - 2016
    University of Toronto
    Bachelor of Arts (B.A.), Bioethics/Medical Ethics and Political Econimics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Blockchain Services”

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