Srinivas Canakapalli

Mississauga, ON, Canada L5A 3K7

I have over 10 years of experience in banking and financial services. My main role is to advise clients on investments into various products like mutual funds, fixed income securities, insurance and real estate. I have strong background in sales and expertise in managing investment portfolios of more than CAD $2 million. Skilled in identifying client specific needs and recommending suitable solutions. I have completed MBA with a specialisation in Marketing. Also completed Investment Funds in Canada (IFIC) certification in December 2012. I have worked for HDFC Bank, BNP Paribas and ING and as an independent investment advisor in banking and financial services industry. I am currently working for Pareto Corporation as a member of the Direct Sales Force team. I am customer oriented, maintains confidentiality and open to new ideas. I am looking for a role that would allow me to utilize my experience and at the same time gain new skills.

  • Work
    • Pareto Corporation
  • Education
    • MBA - Marketing