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Work Background
Anita Kapoor Insurance ConsultantsAssociate
Feb. 2024Toronto, Ontario, Canada- Developed strategy and implementation roadmap for adoption of digital capabilities and replacement of manual processes. - Drafted guidelines for digital marketing campaigns and product promotions.
DeloitteSenior Consultant
Jun. 2023 - Nov. 2023Toronto, Ontario, Canada- Developed operational solutions and conducted strategic analysis for major companies facing organizational challenges, primarily in the insurance and wealth management industries. - Partnered with Senior Managers to research and develop content for client proposals and white papers focusing on developing technologies, regulatory changes, and system transformations within the financial services sector. - Mapped out technology architecture and crafted digital client solutions for growing LOB of global insurance firm.
WhiteStone LegalStrategic Consultant
Jan. 2023 - May. 2023Toronto, Ontario, Canada- Designed a strategic plan to assist firm’s expansion into the Canadian market by assessing market demand for transaction advisory services. - Identified potential client industries via surveys, research, and information sessions.
Mentora CollegeInstructor
Sep. 2022 - Dec. 2022Toronto, Ontario, Canada- Taught online course in International Business.
NeXus Consulting Group - RotmanPrincipal
May. 2021 - Apr. 2022Toronto, Ontario, Canada- Provide management consulting and advisory services to non-profit organizations in Canada. Services include business planning, financial analysis, market research, and corporate strategy development. - Liaison for NeXus Board of Advisors. - Developed a 3-year strategic plan and set of recommendations for a provincial sports organization to receive government recognition within Ontario. - Created a marketing plan for a community organization to raise awareness about public projects. - Collaborated with a CFO to conduct a competitive market analysis across Canada for a national non-profit organization.
PPIBusiness Development Associate
Jan. 2020 - Jul. 2020Edmonton, Alberta, Canada- Aided financial advisors in developing client cases by researching and allocating investment and insurance products. - Partnered with Operations Director to update compliance regime for advisors. - Hosted seminars, training workshops and webinars to educate financial advisors on industry products, strategies, and sales techniques. - Trained financial advisors in use of electronic business tools during the COVID-19 pandemic.
PPISales And Marketing Coordinator
Feb. 2017 - Dec. 2019Edmonton, Alberta, Canada- Recommended by management to support wealth team and train financial advisors on PPI’s robo-advisor platform. - Coached junior advisors in sales skills and product knowledge. - Organized all major conferences, seminars, and training workshops. - Managed marketing budget and handled the allocation of all marketing funds.
PIK - Potsdam Institute for Climate Impact ResearchResearch Assistant
Jun. 2015 - Jul. 2015Potsdam, Brandenburg, Germany- Developed macros to automate processes, reducing hours of data sorting to a few minutes. - Researched regional economic data to create outline for faster data harmonization.
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