Aman Bajaj

Associate - Account Management & Client Services @BCA Research

Montreal, QC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2023 — Present

Associate - Account Management & Client Services @BCA Research

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Montreal, QC, CA

Keep up-to-date with global macroeconomic research and thematic trends.• Manage and maintain the renewal rate of small-book accounts across the Americas region.• Analyse client engagement data to pinpoint trends and optimize strategies for improved renewal outcomes.• Develop actionable plans for at-risk accounts to increase engagement with our research.• Identify opportunities within the existing BoB to drive sales growth.• Conduct informative demo presentations on our macroeconomic and investment strategies for clients and prospects.• Utilize Bloomberg for prospecting and increasing client engagement.

EDUCATION

2012 — 2015

Heramba Chandra College

Bachelor of Commerce (Honours in Accountancy and Finance), Accounting and Finance

2017 — 2019

Christ University, Bangalore

Master of Commerce, Accounting and Finance

N/A

Concordia University

Master of Science - MS, Finance, General

2016 — 2017

St. Xavier's College (Autonomous), Kolkata

NSE certified Capital Market Professional, Capital Markets

ABOUT AMAN BAJAJ

As an analytical and detail-oriented individual with a strong passion for financial…

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