jayana modi
@jayanamodi
I am a senior financial services representative specializing in mortgages, investments, and building strong client relationships.
CanadaWhat I'm looking for
I am a performance-driven financial services professional with experience advising clients across day-to-day banking, investments (RRSP/TFSA), lending and estate planning since 2018. I cultivate networks, leverage technology to improve client outcomes, and consistently deliver tailored, forward-looking financial plans.
I have a track record of exceeding sales targets — ranked first in my district in 2019 and achieved over $6 million in mortgage sales in 2020 while managing a portfolio of 600+ clients. I hold the Canadian Securities Course and a Mutual Fund licence, and I draw on prior experience in healthcare nutrition sales and customer service to build trusted client relationships.
Experience
Work history, roles, and key accomplishments
CIAdvised clients on banking, investments and lending, achieving mortgage sales of over $6M in 2020 and managing a mortgage portfolio of ~600 clients. Ranked first in district sales in 2019 and cultivated new client relationships via outreach and community events.
MACustomer Service Representative
Mark's
Apr 2018 - Sep 2018 (5 months)
Resolved customer issues, educated customers on promotions and company offerings, and improved service wait times to mitigate complaints. Escalated complex issues and maintained accurate transaction and product records.
NINutrition Officer
Nestle India
Jun 2012 - Jun 2017 (5 years)
Promoted infant nutrition products to doctors and healthcare professionals within regulatory guidelines, coordinated symposiums and ensured product visibility in market through collaboration with sales. Maintained up-to-date knowledge of research and ensured quality execution of medical detailing.
Education
Degrees, certifications, and relevant coursework
SIBAR
Master of Business Administration, Marketing and Human Resources
Completed an MBA in Marketing and Human Resources in Pune, graduating in June 2012.
V.V.P Engineering College
Bachelor of Engineering, Biotechnology Engineering
Completed a Bachelor of Engineering in Biotechnology at V.V.P Engineering College, graduating in June 2009.
Tech stack
Software and tools used professionally
Availability
Location
CanadaAuthorized to work in
Job categories
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