Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

KARTIK KHARE

Ottawa,ON

Summary

Enthusiastic financial services professional with leadership background and 6+ years of experience in the field. Highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Forward-thinking team leader, skilled at operating departments efficiently to meet goals.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Advisor (Manager Delegate)

RBC, ROYAL BANK OF CANADA
05.2022 - Current
  • Performed daily audits of cash drawers, deposits, withdrawals, transfers.
  • Provided guidance and training to team members in order to ensure proper procedures were followed consistently.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Devised debt liquidation planned that include payoff priorities and timelines. Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate need for plan reassessment.

Banking Advisor

RBC, ROYAL BANK OF CANADA
05.2021 - 04.2022
  • Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
  • Followed-up on loan exceptions to achieve timely clearings.
  • Acquired collateral documents to be utilized as security on loans in accordance with banking policies.
  • Coordinated with various divisions and departments in servicing of routine banking transactions.
  • Boosted sales and exceeded sales target by employing consultative sales tactics and superior customer care.

Client Advisor

Royal Bank Of Canada
03.2020 - 05.2021
  • Coordinated with various divisions and departments in servicing of routine banking transactions.
  • Informed and suggested new banking products to customers.
  • Kept confidential client information properly protected and only used for official purposes.

Assistant Manager

Allen's Auction Centre
11.2020 - 04.2021
  • Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.
  • Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
  • Implemented training processes for newly hired employees and supervised department managers, shift leads, and production personnel.

Education

Bachelor of Economics - Economics

Carleton University
Ottawa, ON
12-2024

Diploma - Hospitality, Tourism And Culinary Arts

Centennial College - School of Hospitality
04.2019

Mutual Funds License -

Skills

  • Stock Market Understanding
  • Funding Education
  • Retirement Needs
  • Sales
  • Business Development
  • Equity and Debt
  • Skill-Building Strategies
  • Team Leadership
  • Brand Management
  • Staff Management
  • Expense Tracking
  • Workforce Management

Affiliations

  • 2022 RBC CONFERENCE AWARD RECIPIENT
  • 2022 NOMINEE OF TOP 20 UNDER 40, CHAMBERS OF COMMERCE
  • 2022 Q1 WINNER (RBC)
  • 2021 NOMINEE OF TOP 20 UNDER 40, CHAMBERS OF COMMERCE.
  • 2021 Q4 WINNER (RBC)
  • 2021 LEADERSHIP AWARD WINNER (RBC)

Certification

  • IFIC CERTIFIED
  • CPR AND FIRST AID
  • P.F.S.A CERTIFIED
  • FINANCIAL PLANNING I

Timeline

Financial Advisor (Manager Delegate)

RBC, ROYAL BANK OF CANADA
05.2022 - Current

Banking Advisor

RBC, ROYAL BANK OF CANADA
05.2021 - 04.2022

Assistant Manager

Allen's Auction Centre
11.2020 - 04.2021

Client Advisor

Royal Bank Of Canada
03.2020 - 05.2021

Bachelor of Economics - Economics

Carleton University

Diploma - Hospitality, Tourism And Culinary Arts

Centennial College - School of Hospitality

Mutual Funds License -

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