Krishna Sharma
Investment Specialist @BMO
Signup · Get unlimited contacts
WORK HISTORY
Investment Specialist @BMO
CA
Provided end-to-end investment support by executing trades across multiple asset classes, assisting clients with account setup and transfers, and delivering clear investment information. Built strong client relationships through consultative conversations, ensured regulatory compliance (CIRO) through diligent trade execution, analyzed portfolio performance and fees, resolved client issues, and identified opportunities to grow client assets while enhancing overall client experience.
EDUCATION
York University
Postgraduate Degree, Business Administration, Management and Operations
University of Mumbai
Bachelor in management studies (finance), Banking, Corporate, Finance, and Securities Law
Seneca Polytechnic
Postgraduate Degree, Finance and Financial Management Services
University of Mumbai
Master's degree, Banking and finance
ABOUT KRISHNA SHARMA
Experienced Customer Service Specialist with a focus on finance. Currently thriving as a Personal Banking Associate at BMO, delivering tailored financial advice. Past roles include contributing to client assistance and exceeding sales targets at Motilal Oswal Financial Services. Holds a Postgraduate Diploma in Business Administration, a Postgraduate Diploma in Financial Planning, and a Masters of Commerce (Banking and Finance). Recently acquired the IFIC Mutual Fund License in October 2023. Proficient in simplifying financial concepts and achieving results in dynamic environments.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.