Rushabh Brahmbhatt
Prince Rupert,BC
Summary
Finance professional with hands-on experience in banking, credit discussions, client advisory, and financial planning. Strong at breaking down client income, liabilities, and cash flow to recommend solutions that balance goals, affordability, and risk. Comfortable working in regulated environments, handling lending files, and making decisions rooted in compliance and suitability. You communicate clearly, manage tough conversations, and keep clients focused on the numbers that matter. A solid foundation for roles in credit, risk, or broader advisory work.
Overview
9
9
years of professional experience
3
3
Certifications
Work History
Financial Advisor
Royal Bank of Canada
Prince Rupert, Canada
01.2024 - Current
- Facilitated cross-selling opportunities by guiding customers in selecting tailored financial products.
- Ensured positive customer experiences by assisting clients with inquiries regarding banking products.
- Completed banking transactions accurately and efficiently in compliance with RBC policies.
- Collaborated with banking advisors and branch managers to uphold operational excellence.
- Generated $3.2M in sales from Nov 2025 to present plus retaining the business.
Equity Trader
Daulat Capital Market
Mumbai, India
07.2019 - 01.2020
- Back up/assist WRAP trader on trading, administration, operations, modelling, and sponsor correspondence.
- Contributed to various types of report generation such as revenue and loss.
- Assisted portfolio managers in analysing stocks and mutual funds for prospective and existing clients.
- Managed verification and management of cash flows.
- Monitored securities prices on computer screens that display real-time information about prices and trading volumes.
- Generated, buy, and sell orders based on trading strategies developed by the broker.
- Trading stocks by making analysis of market trends.
- Being efficient by 20% more by performing in making reports on time.
Data Reporting Analyst (Internship)
Home booking India
Mumbai, India
08.2017 - 01.2018
- Developed data collection systems and other strategies that optimize statistical efficiency and quality.
- Prepared reports based on collected raw data.
- Customer Service. Helping customers with finding different properties in their budget.
- Able to make a good rapport with customers which directly created a good impact on reviews and brought more clients.
- Working simultaneously with different people and increasing my efficiency with 15%.
- Finding different ways to acquire new customers.
Education
Business Management (Post Graduation) -
Fanshawe College
London, Ontario, Canada05.2023
Bachelor of Financial Market -
KES Shroff College (Affiliated to University of Mumbai)
Mumbai, India04.2019
Skills
- Financial modeling and valuation
- Investment management
- Investor reporting
- Fundamental analysis
- Financial statement analysis
- Business consulting
- Analytical thinking
- Risk management
- Communication skills
- Financial reporting
- Customer-centric approach
- Team collaboration
- Microsoft Excel proficiency
- Technology adaptability
- Relationship building
- Retail banking expertise
- Credit analysis
Certification
Investment Funds of Canada,
Canadian Securities Institute, February 2022
Canadian Securities Institute, February 2022
Projects
- Integrated Business Consultancy (Business Management Capstone), Applied theoretical knowledge, critical thinking and problem-solving techniques and analyzed complex information in a business term to bring efficient solution., Managed the research and project process by using communication skills and techniques that are relevant to the integrated business., Implemented research findings, communication of benefits and resource considerations to project business stakeholders., Arranged detailed project report that stated entire integrated business solution., Gave a whole plan of what to fix and increased the efficiency of the business., Efficiency of the solution was up by 10 to 20% after the implementation of methods suggested.
- A PROJECT REPORT ON IMPACT OF FOREIGN PORTFOLIO INVESTMENTS ON STARTUPS IN INDIA, This project has delved into the impact of Foreign Investment (FI) on startups and has considered both the positive and negative effects, as well as potential ways in which foreign investment can contribute to the overall growth and development of the startup ecosystem., The recognition that Foreign Investment (FI) has positive impacts on the startup industry while simultaneously posing challenges if there is excessive dependence is a critical insight. This understanding highlights the need for a balanced and strategic approach., The role of government in monitoring and regulating Foreign Investment (FI) is crucial for maintaining a healthy and sustainable business environment.
Timeline
Financial Advisor
Royal Bank of Canada
01.2024 - Current
Equity Trader
Daulat Capital Market
07.2019 - 01.2020
Data Reporting Analyst (Internship)
Home booking India
08.2017 - 01.2018
Business Management (Post Graduation) -
Fanshawe College
Bachelor of Financial Market -
KES Shroff College (Affiliated to University of Mumbai)