Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
RBC 2023 Performance Conference award winner.
Timeline
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Mohit Malik

Toronto,ON

Summary

Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management and performance-oriented Sales Leader offering exceptional record of achievement over 5 years career.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Relationship Manager, Business Markets

Royal Bank Of Canada
11.2021 - Current
  • Facilitated business by implementing practical networking techniques.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
  • Built deep relationships with store managers, business owners and distribution partner sales teams by employing industry expertise and knowledge, retail strategies and sales tactics.

Mutual funds representative

RBC Royal bank of Canada
08.2019 - 10.2021
  • Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities.
  • Cultivate and maintain relationships with partners to make the most of business opportunities and referrals.
  • Promote the sale of deposit, investment, credit and loan products and services.
  • Submit credit and loan applications to branch or credit manager with recommendations for approval or rejection; or approve or reject applications within authorized limits ensuring that credit standards of the institution are respected.

Client Advisor

RBC Royal Bank of Canada
08.2018 - 07.2019
  • Worked at one of the busiest branches of the area with more than 300 client interactions a day.
  • Multiple 10/10 surveys by clients that has contributed to rise in Likelihood To Recommend.
  • Continued focus on deepening client relationships as well as experience with providing in the moment advice.

Manager

Mucho Burrito Restaurant
06.2016 - 04.2018
  • Served customers in a more efficient and timely manner and handled issues professionally which directly improved customer satisfaction as well as increased sales.
  • Trained and provided information to new employees about the operations in order to prevent accidents.
  • Increase in sales through product promotion when ordering that resulted in upselling which increase the overall income of the business.


Education

Accounting Diploma -

St. Lawrence College
Kingston, ON

Diploma -

Indian Secondary School, St. Thomas Senior Secondary School
Punjab, India

Skills

  • Client Acquisition
  • Sales Data Analysis
  • Revenue Generation
  • Monitor Industry Trends
  • Business Analytics

Accomplishments

  • 2023 RBC Performance Conference Award winner.
  • Achieved quarterly award in Q2 2023 for being one of the top performer in the Toronto North Business Market.
  • Stepped up as a Mentor multiple times for the new team members.


Certification

  • Investment Funds In Canada
  • Certificate in Financial Service Advice
  • Commercial Banking and Credit Analyst (CBCA)
  • CFA Level 1 - [ Exam booked in May 2024]

RBC 2023 Performance Conference award winner.

Awarded one of the most prestigious award at the company for being selected as one of the top performer in the region. Some of the key drivers that helped me achieve this aware are:- 

Exceeded internal partnership referrals and achieved 58 closed partner referrals at the year end 2023. 

Successful COI networks and business development helped achieved 25+ NCA for the year. 

Exceeded Sales target growth with closed new loan at $8+MM and new deposits $7+MM. 

Achieved Net Promoter score of above 70% with likelihood  to recommend at above 80%. 

Timeline

Relationship Manager, Business Markets

Royal Bank Of Canada
11.2021 - Current

Mutual funds representative

RBC Royal bank of Canada
08.2019 - 10.2021

Client Advisor

RBC Royal Bank of Canada
08.2018 - 07.2019

Manager

Mucho Burrito Restaurant
06.2016 - 04.2018

Accounting Diploma -

St. Lawrence College

Diploma -

Indian Secondary School, St. Thomas Senior Secondary School

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