Summary
Overview
Work History
Education
Skills
Certification
Timeline
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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
Ottawa
12.2025

MBA - Marketing Management

MET-BKC Institute of Management
Mumbai
01.2012

Bachelor of Management Studies - Marketing

Guru Nanak Institute of Management
Mumbai
01.2009

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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Maninder Singh Bachher