KARTIK KHARE
Ottawa,Canada
Summary
Forward-thinking and results-driven banking leader with over 6 years of progressive experience in branch operations, sales leadership, and client strategy. Known for team collaboration and adaptability, recognized for driving double-digit sales growth, fostering high-performing teams, and delivering exceptional client experiences. Adept at developing strategic initiatives that optimize performance, strengthen compliance, and enhance operational excellence. RBC Conference award recipient and multiple RBC Leadership Award recipient, known for service, coaching, and innovation.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
RBC Royal Bank
11.2024 - Current
- Oversee daily branch operations, ensuring alignment with corporate objectives and superior service delivery.
- Coach, mentor, and develop advisors to achieve sales, compliance, and client satisfaction goals.
- Collaborated with senior management to establish goals aligned with corporate objectives and growth initiatives.
- Lead performance huddles and strategy sessions to drive accountability and operational success.
- Enabled adoption of digital tools, adjusted branch strategy to market needs, foster continuous improvement mindset
- Monitor compliance and operational risk, maintaining full adherence to regulatory standards.
- Represented RBC at community events, building strong relationships and reinforcing the bank’s commitment to local engagement.
Financial Advisor (Manager Delegate)
RBC Royal Bank of Canada
05.2022 - 11.2024
- Served as acting branch manager during leadership transitions, maintaining branch performance and morale.
- Completed 35+ home equity deals and led credit excellence skill-builds
- Delivered customized financial advice, investment planning, and credit solutions aligned with client goals.
- Implemented branch initiatives that improved sales effectiveness and teamwork.
- Achieved and exceeded quarterly performance and compliance benchmarks.
Banking Advisor
RBC Royal Bank of Canada
05.2021 - 04.2022
- Developed strong client relationships, growing deposits, lending, and investment portfolios.
- Ranked among top performers in consultative sales and service delivery.
- Collaborated with internal departments to ensure seamless and compliant client transactions.
Client Advisor
RBC Royal Bank of Canada
03.2020 - 05.2021
- Provided tailored financial services with a focus on superior client engagement and retention.
- Recommended banking solutions suited to clients' evolving needs and financial goals.
Education
Bachelor of Economics -
Carleton University
Ottawa, ONSkills
- Team development
- Operational efficiency
- Performance Coaching
- Financial Planning
- Risk & Compliance
- Investment Strategy
- Loan expertise
Leadership Highlights
- Increased team sales by 30% through strategic coaching and performance management.
- Multiple RBC Leadership Award Winner (2021, 2023, 2024) for service and operational excellence.
- Consistently exceeded service, compliance, and performance targets across all roles.
- Spearheaded process improvements that reduced operational errors and enhanced audit outcomes.
- Built, trained, and inspired high-performing teams delivering exceptional client and business results.
Certification
- Personal Financial Planner (PFP)
- Branch Compliance Officer Certification
- DFSA Certification
- IFIC License
- CPR and First Aid Certified
- CFA Candidate
Awards
- RBC Leadership Award (2021, 2023, 2024)
- RBC Conference Award Recipient
- Quarterly Excellence Awards (2021-2025)
- Top 20 Under 40 Nominee - Chamber of Commerce (2022)
Languages
English - Native/Bilingual
Native or Bilingual
Hindi - Native/Bilingual
Native or Bilingual
Gujarati - Native/Bilingual
Native or Bilingual
Punjabi - Full Professional
Full Professional
Urdu - Native/Bilingual
Native or Bilingual
Timeline
Assistant Branch Manager
RBC Royal Bank
11.2024 - Current
Financial Advisor (Manager Delegate)
RBC Royal Bank of Canada
05.2022 - 11.2024
Banking Advisor
RBC Royal Bank of Canada
05.2021 - 04.2022
Client Advisor
RBC Royal Bank of Canada
03.2020 - 05.2021
Bachelor of Economics -
Carleton University