Maninder Singh Bachher
Ottawa,Canada
Summary
Dynamic Relationship Manager with a proven track record at Royal Bank of Canada, adept at driving business growth through strategic client acquisition and high-value portfolio management. Expert in financial analysis and compliance, recognized for exceptional client engagement and awarded for outstanding service. Proficient in Salesforce and data analytics, fostering lasting client relationships.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Relationship Manager
Royal Bank of Canada (RBC)
Ottawa, Canada
04.2024 - Current
- Advise personal and business clients on suitable banking, investment, and credit products.
- Conduct client meetings to understand goals, manage expectations, and deliver holistic financial advice.
- Proactively source and manage leads, contributing to business growth through strategic acquisition efforts.
- Collaborate across departments to ensure a seamless and personalized client experience.
- Maintain detailed CRM data and ensure compliance with internal processes and regulatory policies.
Business Service Manager
HSBC Canada
, Canada
08.2022 - 03.2024
- Managed over 600 Small Business and Commercial accounts across multiple regions.
- Delivered customized financial solutions and provided ongoing support to business clients.
- Oversaw compliance checks and ensured adherence to internal policies and risk standards.
- Acted as a key contact for clients, driving loyalty and satisfaction through consistent relationship-building.
Business Development Manager – Priority Clients
Standard Chartered Bank
Dubai, UAE
10.2016 - 05.2022
- Grew and managed a high-net-worth portfolio valued at over $30M.
- Acquired marquee institutional clients, including Microsoft, Huawei, and GE.
- Boosted revenue through strategic cross-sell initiatives and high-conversion client onboarding.
- Received the “Best Customer Service & After-Sales Support” award in 2019 for outstanding client engagement.
Education
MBA - Business Analytics
Carleton University
Ottawa12.2025
MBA - Marketing Management
MET-BKC Institute of Management
Mumbai01.2012
Bachelor of Management Studies - Marketing
Guru Nanak Institute of Management
Mumbai01.2009
Skills
- Client relationship management
- Financial analysis and advisory
- Credit and risk compliance
- Business banking solutions
- High-value portfolio management
- Salesforce expertise
- Microsoft Office proficiency
- Data analytics skills
- Python programming
- SQL database management
- Agile methodologies
- Scrum practices
Certification
- FATCA (Foreign Account Tax Compliance Act)
- Anti-Money Laundering (AML) & KYC Compliance
- Risk Control & Internal Audit Awareness
- Phishing & Cybersecurity Awareness
- Treating Clients Fairly (TCF) Training
- Retail Chain Management Principles
- Credit Risk & Policy Framework Training
Timeline
Relationship Manager
Royal Bank of Canada (RBC)
04.2024 - Current
Business Service Manager
HSBC Canada
08.2022 - 03.2024
Business Development Manager – Priority Clients
Standard Chartered Bank
10.2016 - 05.2022
MBA - Business Analytics
Carleton University
MBA - Marketing Management
MET-BKC Institute of Management
Bachelor of Management Studies - Marketing
Guru Nanak Institute of Management
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