Siddharth Gupta
Investment and Retirement Planner, Fair @Scotiabank
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WORK HISTORY
Investment and Retirement Planner, Fair @Scotiabank
Vancouver, BC, CA
EDUCATION
University Business School, Panjab University
Master of Business Administration (M.B.A.), Business Administration and Management
St. Peters Academy
General studies, General Studies
Punjab Technical University
Engineer's Degree, Electronics and Communications Engineering
ABOUT SIDDHARTH GUPTA
With over 8 years of experience in the financial industry, I am a passionate and client-focused Investment and Retirement Planner at Scotiabank, one of the leading banks in Canada. I have a Master of Business Administration degree and a Certified ScrumMaster credential, which enable me to apply agile and strategic approaches to financial planning, sales, and account management.As an Investment and Retirement Planner (FAIR), I leverage my skills in business development, pipeline building, negotiations, and objection handling to exceed targeted goals and build long-term relationships with a diverse customer base. I also analyze client business requirements and recommend solutions that meet their expectations and objectives. I am proficient in selling financial products such as stocks, bonds, mutual funds, and insurance, and in reviewing clients\' accounts and plans regularly. I am motivated by empowering clients with financial solutions that enhance their well-being and security.
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