KARTIK KHARE
Ottawa
Summary
A forward-thinking leader with 6+ years in financial service, skilled at operating departments efficiently to meet goals. Experienced with branch operations management, ensuring seamless daily functions and customer satisfaction. Utilizes strategic thinking to implement efficient processes and enhance team productivity. Demonstrated leadership and problem-solving skills, consistently fostering a collaborative work environment.
Overview
6
6
years of professional experience
Work History
Assistant Branch Manager/Advisor
RBC Royal Bank
11.2024 - Current
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
Financial Advisor (Manager Delegate)
RBC, ROYAL BANK OF CANADA
05.2022 - 11.2025
- 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.
- Spearheaded initiatives aimed at reducing fraudulent activities within the branch, leading to improved security measures and reduced financial losses from unauthorized transactions.
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, ONSkills
- Team Leadership
- Brand Management
- Staff Management
- Expense Tracking
- Workforce Management
- Retirement Planning
- Relationship Building and Management
- Investment Strategies
- Developing Financial Plans
- Skill-Building Strategies
Accomplishments
RBC Conference Award Recipient
RBC Leadership Award Winner (2021, 2023 & 2024)
Quarterly Award Winner (2021, 2022, 2023, 2024 & 2025)
2022 Nominee – Top 20 Under 40, Chamber of Commerce
Carleton University Dean's List
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Full Professional
Gujarati
Native or Bilingual
Urdu
Native or Bilingual
Licenses
Branch Compliance officer
PFP / CFA Candidate
D.F.S.A Certification
IFIC
CPR And First Aid
Timeline
Assistant Branch Manager/Advisor
RBC Royal Bank
11.2024 - Current
Financial Advisor (Manager Delegate)
RBC, ROYAL BANK OF CANADA
05.2022 - 11.2025
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
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