Atharva Surjuse
Wealth Advisor @IG Wealth Management
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WORK HISTORY
Wealth Advisor @IG Wealth Management
Toronto, ON, CA
EDUCATION
St. Mary’s Junior College
HSC, Science
Father Agnel School
SSC
Mumbai Educational Trust, MET League of Colleges
Master of Business Administration - MBA, Marketing
Fr. Conceicao Rodrigues College of Engineering
Bachelor of Engineering (BE), Information Technology
SKILLS
ABOUT ATHARVA SURJUSE
Welcome to my professional page! I am an experienced Banking and Investment Advisor with a rich background spanning over 7 years. My expertise lies in Retail Banking and Wealth Management, where I\'ve excelled in fostering long-standing customer relationships and ensuring the best customer experiences.My proficiency extends across various domains, including Customer Relationship Management, Business Development, Investment Banking, Teamwork, Sales, and Marketing. I specialise in Mutual Funds and Insurance, boasting comprehensive knowledge of Financial Products and Services. My competencies include customer service, client focus, effective negotiation, and digital literacy.I recently obtained the Canadian Investment Funds Course (CIFC English) from the IFSE Institute in October 2023, further enhancing my credentials.Driven by a passion to keep growing and learning, I am eager to bring my skills and experience to a dynamic team, contributing to the success and growth of an organisation that values innovation, collaboration, and client-centric solutions. I look forward to the opportunity to discuss how my skills can contribute to your team\'s success.
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