Aswin Radhakrishnan
Financial Planning Associate Ii - Td Wealth @TD
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WORK HISTORY
Financial Planning Associate Ii - Td Wealth @TD
Calgary, AB, CA
Conduct transactions and activities that require expert knowledge across a broad range of processes categorized as moderate to high risk.• Handle new account openings, account and cash transfers, iforms and other administrative documents and transactional requests for planners and clients.• Identifying net asset growth and revenue opportunities and contacting prospective clients.• Gather and analyze data to identify and solve complex problems, escalate as required.
EDUCATION
Amrita School of Business - Amritapuri Campus
Master of Business Administration (M.B.A.), Marketing and HR
University of Kerala
Bachelor's Degree, Business/Commerce, General
SKILLS
ABOUT ASWIN RADHAKRISHNAN
Experienced banking professional skilled in Mutual Funds, Investments, Financial Advice, Personal Banking, and Lending. Worked in 3 major Canadian banks both in a contact center environment and in-person banking at branch levels for 6 years (and counting)Outside work, I am a motorcycle enthusiast, casual gamer, aurora chaser, meditator, do Yoga and hike.
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