Paaras Kumar Khari
Winnipeg
Summary
Double Master's degree graduate with +5 years of experience. Professional with proven track record at Royal bank of Canada(RBC). Experienced in financial functions of Tax/External reporting/Treasury/Controllership of ad hoc projects, accounting, management and marketing. Team player with excellent communication skills. Skilled in financial analysis and customer relations.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Banking Advisor for Personal and Commercial Banking
Royal Bank of Canada(RBC)
09.2023 - Current
- Providing specialized advise for personal and business banking, wealth management, global asset management and capital markets.
- Providing valuation services, performing best use analysis for creating fair value reports, achieved over $1 million personal closed sale and 21% mortgage retention which is highest in the community.
- Assisting and advising clients about bank accounts, registered and non-registered investments, mortgages, loans, mutual funds and line of credit.
Accounts Receivable Specialist for Oracle
PPG Industries
01.2022 - 06.2023
- Responsible for providing financial services for United States and Canada (USCA) region. Provided service for financial product, client relationship and accounts statements.
- Responsible for checks and balances on daily basis of trades and liquidity requirements of clients and institution.
- Tools- Oracle ,SAP, CRM, Excel.
Financial Support Associate
AT&T Global Network Services
11.2019 - 12.2022
- Assessed monetary requests for providing credits, discounts and refunds.
- Trained and mentored 24 Support associates resulting in improved team performance and higher customer retention rates.
- Tools-Slack, CRM, Excel, Zoom, Google Workspace.
Education
Master's - International Business and Relations
University Of Economics, Prague
10-2020
Master's - International Business
Management Center Innsbruck
09-2019
Bachelor's - Commerce(Honor's)
University of Delhi
06.2018
Skills
- Financial Analysis
- Project and database Management
- Credit and data Analysis
- Customer Relationship Management
- ERP Systems
- Portfolio management
- Banking software proficiency
- Decision-making
- Customer service
- Problem-solving
- Time management
- Financial advising
Certification
- Investment Funds Institute of Canada (IFIC) issued by Canadian Securities Institute (CSI).
LANGUAGES
English
Native or Bilingual
Hindi
Native or Bilingual
German
Limited Working
Timeline
Banking Advisor for Personal and Commercial Banking
Royal Bank of Canada(RBC)
09.2023 - Current
Accounts Receivable Specialist for Oracle
PPG Industries
01.2022 - 06.2023
Financial Support Associate
AT&T Global Network Services
11.2019 - 12.2022
Master's - International Business and Relations
University Of Economics, Prague
Master's - International Business
Management Center Innsbruck
Bachelor's - Commerce(Honor's)
University of Delhi
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