Vinod Bhasin
Financial Advisor Ii at Servus Credit Union
Based in Edmonton, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Edmonton
Industry
Financial Services
Company size
2.2K
Contact information
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v•••••••@servus.ca
Phone
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Background
About Vinod Bhasin
Highly accomplished financial advisor and customer service professional with experience working in a client facing environment, interacting with the public. Gained experience in mutual funds, stocks, managing portfolio of clients, pension plans, retirements plan and investing while working at financial advisor at Western Union Store. Highly qualified in service-based and sales positions requiring an emphasis on customer satisfaction in a fast-paced environment. Utilizes attentive listening skills and creative problem-solving talents in order to pinpoint client needs, unearth potential risk factors, and achieve win-win solutions with the highest revenue growth. Successfully completed Diploma in Business Administration in Finance from Northern Alberta Institute- Wide knowledge in International Finance, Credit Management, Busimess Statistic, Security Analyist, Trouble Shooting, SWOT Analysis, Slaes Management, Mutual Funds, Investments Portfolio, Quality Control, Project Management- Experience and knowledge in compliance with Anti-Money Launering Act-Ability to convey technical information in an accessible mannaer-Ability to make the best diversified portfolio.
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