Prerna Batra
Financial Advisor @Scotiabank
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WORK HISTORY
Financial Advisor @Scotiabank
Managed and expanded a high-value client portfolio through strategic financial reviews, investment planning, and cross-functional referrals.Delivered needs-based investment and credit solutions aligned with client life stages and risk profiles.Drove consistent revenue generation through proactive client engagement and opportunity identification.Maintained strict adherence to regulatory and compliance standards while enhancing overall client experience.
ABOUT PRERNA BATRA
Financial Advisor at Scotiabank, I help clients achieve their financial goals through…
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