Ruchi Mehta
Woodbridge,Canada
Summary
Seasoned Financial Advisor with over 15 years of experience in global banking and financial services. Expertise in wealth management, financial planning, and portfolio advisory for high-net-worth clients. Skilled in advisory-based sales, regulatory compliance, and leveraging digital banking solutions to enhance the client experience. Recognized for adaptability, strong work ethic, emotional intelligence, and the ability to build lasting client relationships. Holder of Canadian Securities Course (CSC) and Personal Financial Services Advice (PFSA) certifications, with a keen interest in contributing to a collaborative, growth-oriented environment.
Core Competencies
· Wealth Management & Portfolio Advisory
· Client Relationship Management
· Financial Planning & Asset Allocation
· Digital Literacy & Online Banking Solutions
· Cross-Cultural Competency
· Regulatory Compliance
Overview
20
20
years of professional experience
1
1
Certification
Work History
Sales Executive
A1 Alfa Distributors
01.2021 - Current
- Generating leads, building and nurturing client relationships, and closing sales deals to drive company revenue
Banking Advisor
RBC Bank
01.2020 - 10.2021
- Customer-focused Advisor with a strong track record of building and nurturing client relationships
- Conducted advice-based conversations to identify investment, credit, and banking needs
- Engaged in business development through outbound calls, referrals, and community outreach
- Leveraged digital banking applications to enhance the client experience and streamline services
Senior Relationship Manager, Priority and International Banking clients
Standard Chartered Bank
12.2009 - 12.2018
- Managed a high-net-worth client portfolio worth over $55 million, providing bespoke wealth management solutions, financial planning, and portfolio advisory services
- Developed and implemented comprehensive financial strategies focused on asset allocation, diversification, and risk management to achieve client goals
- Served international and non-resident clients across diverse geographies, including North America, the Middle East, the UK, and Asia (Hong Kong/Singapore), providing tailored financial solutions to meet region-specific requirements and regulatory conditions
- Drove significant business growth, increasing portfolio size by 130% and exceeding revenue targets through a combination of new business acquisition and deepening client relationships
- Provided investment strategies across foreign exchange, fixed income, and equity markets
- Collaborated with internal teams (investment, wealth management, and compliance) to deliver holistic client solutions and ensure adherence to financial regulations and best practices
- Received multiple performance-based awards, including the 'League of Champions' award for exceeding growth targets and the 'Investment Caesar' award for top-tier revenue contribution through investment products, internationally recognized at events in Hong Kong, UAE, Rome, South Africa, and Paris
- Consistently ranked as the highest revenue contributor in North India for three consecutive years (2014, 2015, and 2016) and recognized for exceeding foreign exchange revenue by 170% in 2012
Client Experience Manager
ABN Amro Bank N.V.
03.2005 - 11.2009
- Drove revenue and meeting high service delivery for HNW clients holding assets >CAD 100,000
- Scored 95% in CEMM performance scorecard, a client loyalty score (2009)
- Deployed in a new branch and awarded for overachieving deposit budget at 115% (2009)
- Featured in 'Accolades' a service appreciation newsletter for exemplary service (2008)
- Covered in VGPB-Van Gogh Preferred Banking newsletter for achieving 140% of revenue ask (2008)
Education
Post Graduate Diploma in Business Management -
01-2005
Bachelor of Commerce - Bachelor of Commerce
03-2003
Certification
Personal Financial Services Advice (PFSA) 2024
Canadian Securities Course 2018
Timeline
Sales Executive - A1 Alfa Distributors
01.2021 - Current
Banking Advisor - RBC Bank
01.2020 - 10.2021
Senior Relationship Manager, Priority and International Banking clients - Standard Chartered Bank
12.2009 - 12.2018
Client Experience Manager - ABN Amro Bank N.V.
03.2005 - 11.2009
Infinity Business School - Post Graduate Diploma in Business Management,
Delhi University - Bachelor of Commerce, Bachelor of Commerce
Similar Profiles
Kim CarterKim Carter
Childcare Director at Alfa Childcare and Development Center C/o Alfa Insurance CompanyChildcare Director at Alfa Childcare and Development Center C/o Alfa Insurance Company
JESPER HARTER ENGSIGJESPER HARTER ENGSIG
Business Development Manager - Food Systems at Alfa Laval Nordic A/S / Alfa Laval Copenhagen A/SBusiness Development Manager - Food Systems at Alfa Laval Nordic A/S / Alfa Laval Copenhagen A/S
Julien HeusserJulien Heusser
CTO (Chief Technology Officer) at ALFA KLEBSTOFFE AGCTO (Chief Technology Officer) at ALFA KLEBSTOFFE AG
Michaela De LucaMichaela De Luca
Emergency Substitute Teacher at York Catholic District School BoardEmergency Substitute Teacher at York Catholic District School Board
Katherine RomanKatherine Roman
BARISTA at STARBUCKSBARISTA at STARBUCKS