Jija Panicker
Senior Financial Advisor @Scotiabank
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WORK HISTORY
Senior Financial Advisor @Scotiabank
CA
Implemented solutions to save time, save money or grow money by designing financial goal planning strategies, providing informative and tailored advice, monitoring at regular intervals, and updating changes basis need analysis • Formalized the portfolio prioritization process by introducing relevant strategies, performing cost benefit analysis, presenting market trends, and recommending an action plan for execution to cut costs, improve sales volumes and revenues and increase customer satisfaction • Collaborated with clients and internal teams to understand complex processes and gather documents, clarify, validate, anticipate, and resolve issues with requirements • Participated in change management discussion and surveys and identified processes and procedures that require updates to reduce duplication of work and improve efficiency • Negotiated rates by influencing key decision makers by providing client profitability to align with business goals while retaining existing clients, saving on new acquisition cost, reducing turnaround time that can result in annual savings and improving margins • Analyzed gaps in meeting requirements based on client\'s needs, prepared roadmaps and strategies, presented and implemented to meet objectives with regular follow up
EDUCATION
The Canadian Institute of Financial Planning
Diploma in Financial Planning
Canadian Securities Institute
Investment Funds in Canada
ICFAI Business School
Master of Business Administration - MBA, Marketing
ABOUT JIJA PANICKER
Analyzing Data | Driving Business Solutions | Maximizing Efficiency | Agile | Collaborative and Client Centric | Transforming Insights into Impact |#1 Reason why Business Analysts face challenges is not effectively addressing the below critical aspects ↦ Communication and stakeholder engagement ↦ Domain Knowledge ↦ Poor requirements gathering and Analytical skills For the projects to be successful one needs to set up SMART- GOALS I am referred to as a “Trouble Shooter” - When there is Operational/Process/Relationship breakdown Leadership skills – Expert at engaging key resources and retaining the right talent ’, I am also a sports enthusiast and apart from my work and routine, I am always hustling with various activities for my son. Also interact with lot of newcomers and share my experiences and recommendations to help them make informed decisions. Want to chat? Let’s connect on LinkedIn or today!
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