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Rajvi Shah

@rajvishah5

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Wealth operations professional at TD who reviewed transfer instructions and coordinated documentation follow-up.

Canada

Message

At TD, I reviewed transfer instructions, flagged incomplete requests, and coordinated with clients, financial institutions, and internal partners to move cases toward resolution. I also maintained case notes and escalated complex cases for secondary review.

At ICICI Home Finance Company Ltd, I reconciled client, bank, and nostro accounts and followed up on unmatched items with banks and clearing partners. I partnered with cross-functional teams to streamline workflows, improving turnaround time by 20%.

Experience

Work history, roles, and key accomplishments

Wealth Operations Officer III

Jan 2025 - Jan 2026 (1 year)

Supported end-to-end month-end close activities and reviewed daily case lists to ensure transfer instructions were complete and accurate. Managed shared transfer-related inboxes and coordinated with financial institutions and internal partners to resolve discrepancies.

Transfer Processing Case Management Inbox Management Documentation Review Data Entry Reconciliations Excel Financial Reporting Cashflow Monitoring KPI Reporting

Cashier

Pizza Limited

Aug 2023 - Dec 2024 (1 year 4 months)

Delivered excellent customer service and ensured accuracy in financial transactions, handling cash exchanges and maintaining proper records under time pressure.

Customer Service Cash Handling Financial Transactions Record keeping

Senior Wealth Manager

D and K Wealth Advisors LLP

Mar 2022 - Jan 2023 (10 months)

Conducted comprehensive financial analysis to support client investment and retirement strategies. Collaborated with internal teams to prepare financial plans and month-end reports, achieving a 95% compliance rate.

Financial Analysis Investment Strategies Retirement Planning Documentation Review Risk Assessment Compliance Data Analysis

Senior Technical Associate

ICICI Home Finance Company Ltd

Dec 2020 - Dec 2021 (1 year)

Supported monthly closing processes by preparing loan disclosures and legal notices in compliance with regulations. Reviewed daily case lists and performed reconciliation of client accounts, bank statements, and nostro accounts.

Mortgage Disclosures Legal Notices Compliance Reconciliations Case Review Documentation Review Account Management Bank Reconciliation NOSTRO Accounts Cross Functional Collaboration

Client Relationship Manager

D and K Wealth Advisors LLP

Jun 2018 - Dec 2020 (2 years 6 months)

Managed a portfolio of 100 high-net-worth clients, increasing assets under management by 25% over two years. Conducted financial planning and risk assessments, leading to a 15% average ROI and high customer satisfaction.

Customer Relationship Management Portfolio Management Financial Planning Risk Assessment Business Development Client Referral