Tushar Chopra

Senior Banker @BMO

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

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WORK HISTORY

Apr 2024 — Present

Senior Banker @BMO

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Brampton, ON, CA

EDUCATION

2012 — 2014

University School of Management Studies, GGSIPU

Master of Business Administration (M.B.A.)

2009 — 2012

Guru Gobind Singh Indraprastha University

Bachelor of Business Administration - BBA

N/A

Birla Vidya Niketan

Commerce with Mathematics

SKILLS

InvestmentsMicrosoft ExcelFinancial AnalysisBankingPortfolio ManagementTeamworkMicrosoft OfficeWealth AdvisoryInsuranceMutual FundsFinancial MarketsFinanceMicrosoft WordMarket ResearchCapital Markets

ABOUT TUSHAR CHOPRA

An experienced professional in the field of investment, particularly wealth advisory and portfolio management. Gauging the risk appetite of the high net-worth clients and designing their investment proposals accordingly, primarily mutual funds and other alternate portfolio management service products. Constantly working on the asset allocation of the clients as per their risk appetite and advising them with the investment products. Regular client interactions and adapting proactive approach for resolving their investment queries & assisting them with the same. Specialization – investment & wealth advisory & analysis, portfolio management, financial market research.

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Tushar Chopra — Senior Banker at BMO in Brampton, ON, CA | Unifers