Chetan Sangwan

Personal Banker @TD

Oakville, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2024 — Present

Personal Banker @TD

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Oakville, ON, CA

As a Personal Banker, I provide clients with tailored investment solutions, lending options, and financial planning services. I assist in structuring mortgages, loans, and credit products while guiding clients on investment strategies such as mutual funds and retirement planning. My goal is to help clients achieve their financial objectives.

EDUCATION

2001 — 2013

D.A.V. Public School

Senior Secondary

2022 — 2022

Humber College

Postgraduate Degree

2023 — 2023

Conestoga College

Postgraduate Degree

2013 — 2016

Motilal Nehru College, University Of Delhi

Bachelor’s Degree

SKILLS

Twitter MarketingStrategic PlanningSocial Media OutreachGeneral AccountsLinkedin AdvertisingFinanceOnline MarketingMarket ResearchLinkedin MarketingFinancial AccountingSocial Media BloggingOnline Marketing AnalysisAdvertisingCrmSocial Media MeasurementSocial Media MarketingSocial Media Optimization (Smo)Business StrategyStrategyFacebook MarketingOnline AdvertisingMarketingLeadershipLean Six SigmaMicrosoft OfficeSalesOperations ManagementTeamworkBusiness DevelopmentTeam ManagementDigital MarketingEmail MarketingSEOSmoSocial MediaCompetitive AnalysisGoogle AnalyticsMicrosoft ExcelManagementMarket Analysis

ABOUT CHETAN SANGWAN

Experienced finance professional with a strong background in banking operations, financial analysis, and client relationship management. Currently a Personal Banker at TD Canada Trust, I specialize in providing personalized financial solutions and exceptional customer service. Certified in the Canadian Securities Course (CSC) and skilled in mortgage underwriting, risk assessment, and digital banking education. Passionate about helping clients achieve their financial goals and fostering positive work environments. Let\'s connect!

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Chetan Sangwan — Personal Banker at TD in Oakville, ON, CA | Unifers