SHUBHAM RASTOGI
Burnaby
Summary
- Results-driven professional with over 5 years of experience in operations, financial analysis, project coordination, and strategic decision-making across banking, supply chain, and telecommunications industries
- Proven ability to analyze complex data, develop actionable insights, and drive measurable improvements in performance, efficiency, and cost savings.
- Adept at budget monitoring, process optimization, and leveraging tools like Power BI to create dashboards and reports that improve data accessibility and decision-making.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
Royal Bank of Canada, RBC
01.2025 - Current
- Creating comprehensive financial plans by analyzing clients current financial situations and future goals.
- Educating clients on various financial topics, best practices and providing professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Specializing in mortgage refinancing and complex debt solutions, helping clients consolidate debt, reduce interest costs, and optimize cash flow
- Managing a diverse portfolio of clients from various industries, demonstrating adaptability and versatility in addressing unique credit challenges.
- Acting as a Officer in charge for management and mentoring junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Implementing tax-efficient strategies and managing risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
Banking Advisor
Royal Bank of Canada
09.2023 - 01.2025
- Recognized as a top performer in Q4, Q3 and Q2 2024 for consistently surpassing sales targets, delivering exceptional client experiences, and driving branch growth
- Collaborated with internal partners in realms of financial planning, mortgages, business lending and wealth management to deliver holistic financial strategies.
- Conducted detailed financial analyses, utilized advanced modeling tools, and provided lending solutions to create and optimize customized plans, resulting in a 20% increase in clients' wealth.
- Staying ahead of industry trends and regulatory changes, ensuring compliance and best-in-class advisory services.
- Strengthened customer relationships through timely follow-ups and proactive communication.
Client Advisor
Royal Bank of Canada
09.2022 - 08.2023
- Served as the primary client liaison, achieving a 95% customer satisfaction rating by exceeding client expectations through banking expertise and exceptional problem-solving.
- Maintained high accuracy in all financial transactions, ensuring cash and documentation were correct.
- Proactively identified and reported fraudulent activities, in line with AML successfully preventing $1M in potential losses.
Store Sales Representative
Skynet Wireless (Rogers and Fido)
11.2021 - Current
- Increasing product sales by effectively communicating technical specifications and tailoring recommendations according to customer preferences.
- Providing exceptional customer service, addressing technical inquiries and resolving issues promptly.
- Maintaining up-to-date expertise in industry trends and competitor offerings, ensuring a competitive edge in negotiations.
Director of Finance
Capilano Human Resources Management Association
01.2022 - 06.2022
- Worked as a leader in the role of finance, managed financial issues, estimated budgets, and organized events for the association to help students network and improve their professional skills
Jr. Operations Analyst
Aeon Supply Chain Pvt. Ltd.
01.2020 - 04.2021
- Monitored and analyzed operational performance metrics, driving a 20% increase in efficiency and productivity through process optimization
- Researched and transformed data into strategic insights for senior management, contributing to a 15% performance improvement.
- Conducted financial analysis and ad-hoc reporting to identify opportunities for cost savings, resulting in $50,000 saved across departments
- Used Excel and Power BI to create dashboards to monitor KPIs, enhancing data accuracy, informed decision-making and accessibility by 30%.
Education
Post Baccalaureate Diploma - Finance And Investment
Capilano University
North Vancouver, BC12.2022
Bachelor of Commerce - Business Administration
Shaheed Bhagat Singh College
New Delhi, India06.2017
Skills
- Investment advice
- Relationship building and management
- Financial Analysis
- Sales expertise
- Risk assessment
- Portfolio construction
- Business development
- Business analytics
- Google analytics proficiency
- Team leadership skills
- Power BI
- MS Office Suite
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Certification
- Investment Funds in Canada
- Personalized Financial Services Advice
- Financial Planning 1 (In progress)
Timeline
Financial Advisor
Royal Bank of Canada, RBC
01.2025 - Current
Banking Advisor
Royal Bank of Canada
09.2023 - 01.2025
Client Advisor
Royal Bank of Canada
09.2022 - 08.2023
Director of Finance
Capilano Human Resources Management Association
01.2022 - 06.2022
Store Sales Representative
Skynet Wireless (Rogers and Fido)
11.2021 - Current
Jr. Operations Analyst
Aeon Supply Chain Pvt. Ltd.
01.2020 - 04.2021
- Investment Funds in Canada
- Personalized Financial Services Advice
- Financial Planning 1 (In progress)
Post Baccalaureate Diploma - Finance And Investment
Capilano University
Bachelor of Commerce - Business Administration
Shaheed Bhagat Singh College
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