Upinder SINGH
Brampton,ON
Overview
8
8
years of professional experience
1
1
Certification
Work History
Digital Banking Advisor
Royal Bank Of Canada, RBC
02.2023 - Current
- Oversaw career and job fairs to connect students with area schools and employers.
- Collaborated with school faculty and social workers to address problems and grow student success.
- Digital first advice expertise and natural problem solving skills to maximize every interaction.
- Set the foundation to help launch student focused branch on campus to improve new client acquisitions through ad advice-based rapport building approach.
- Focus on education and demonstration through advice events, leveraging new digital solutions to deliver a memorable experience to build trust , drive brand value and awareness and retail relationship.
Banking Advisor Intern
Royal Bank Of Canada, RBC
07.2022 - 02.2023
- Conducted financial due diligence on potential investments and acquisitions.
- Collaborated with team members to achieve branch targets and improve overall performance.
- Proactive approach to discover and meet client's needs by comprehending short/long term financial goals following know your client method resulting in nurturing strong dependable relationship.
- Knowledge of RBC products and services to ensure needs are correctly identified for appropriate solutions, established relationships with Mortgage specialists, Investment and Retirement specialist.
- Developed practice management routines, retained and grew branch business by delivering against individual/branch targets, championed power hour calls with branch and Brampton Community to increase sales volume, partner referrals, and educate clients on new products or changes,
Retail Associate/Senior Staffing Supervisor
American Eagle Outfitters, Inc
09.2019 - 11.2021
- Maintained clean sales floor and straightened and faced merchandise.
- Processed returns and exchanges efficiently, adhering to company guidelines while prioritizing customer satisfaction.
- Answered customer questions about products and services, helped locate merchandise, and promoted key items.
- Recommended complementary purchases to customers, increasing revenue.
- Supported store promotional events by setting up signage, distributing flyers, and engaging with customers about current offers.
Financial Analyst- Mutual Fund
HDFC Bank
03.2018 - 05.2019
- Created financial strategies to optimize portfolio performance and reduce risk.
- Developed and implemented financial models to analyze complex information and assess health of organization.
- Trained junior analysts on best practices in financial modeling, contributing to stronger overall team performance.
- Collected data from other divisions to support quarterly forecasts.
- Coordinated with financial advisors to develop long-term investment strategies.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
Business Analyst (Mutual Funds)
HDFC Bank
02.2017 - 02.2018
- Implemented best-practice methodologies that improved overall project delivery timelines while maintaining quality standards.
- Implemented business intelligence solutions to increase operational efficiency.
- Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.
- Spearheaded change management efforts during major system implementations, minimizing disruptions to daily operations while maximizing employee buy-in for new processes.
- Generated standard and custom reports to provide insights into business performance.
- Reduced operational costs through thorough data analysis and implementing cost-effective solutions.
Business Analyst Intern
HDFC Bank
08.2016 - 02.2017
- Collaborated with cross-functional teams to gather, analyze, and document business requirements.
- Gathered and documented requirements for projects.
- Collaborated with stakeholders to identify business needs and data sources.
- Designed and developed data pipelines to acquire, clean and process data.
- Generated standard and custom reports to provide insights into business performance.
Education
Diploma - Business Management
George Brown College
Toronto, ON03.2022
Certificate - Business Analysis And Process Management
School of Management, Punjabi University
INDIA01.2017
MBA - Banking And Finance
Punjabi University
INDIA06.2016
BBA - Financial Markets
Punjabi University
INDIA06.2014
Skills
- Skills & Expertise
- User Stories / Process Mapping Architecture and Workflow monitoring
- Agile, Waterfall, Scrum
- Tools
- MS Office (micro soft word, excel and Jira
- Methodologies
- Agile methodologies/Scrum
- Organization and Time Management
- Project Management
Accomplishments
- Certified Scrum master with 3+ years of experience in Agile/waterfall methodology, Business Analysis & SDLC.
- Coordinated cross-functional teams and provided business analysis for 3 projects totaling 2.4 million.
- Data Organization - Classified, recorded and summarized numerical and financial data to compile and keep financial records.
- Partner Development - Effectively raised $30,000 in sponsorship dollars for a nonprofit organization through effective networking and community involvement activities.
Events
- RBC FUTURE LAUNCH- Hosted the RBC future launch event for youth in collaboration with city of brampton. Educated youth on job search, resume building and resources for career growth.
- CREDIT SKILL BUILD EVENT- Hosted events on how to build student credit and good credit credit habit for students in sheridan college.
Certification
- IFIC- Investment Funds In Canada
- Capital Market
- Investment Analysis and Portfolio Management
- Fundamental Analysis
- Technical Analysis
- Insurance Module
- Commodities Market
- Wealth Management
Awards
- RBC Future launch Champion
- RBC Top 10 Bold Digital Champion
- CPA Sustainable Business Plan- Winner ( George Brown College)
Timeline
Digital Banking Advisor
Royal Bank Of Canada, RBC
02.2023 - Current
Banking Advisor Intern
Royal Bank Of Canada, RBC
07.2022 - 02.2023
Retail Associate/Senior Staffing Supervisor
American Eagle Outfitters, Inc
09.2019 - 11.2021
Financial Analyst- Mutual Fund
HDFC Bank
03.2018 - 05.2019
Business Analyst (Mutual Funds)
HDFC Bank
02.2017 - 02.2018
Business Analyst Intern
HDFC Bank
08.2016 - 02.2017
Diploma - Business Management
George Brown College
Certificate - Business Analysis And Process Management
School of Management, Punjabi University
MBA - Banking And Finance
Punjabi University
BBA - Financial Markets
Punjabi University
Similar Profiles
Thazleem Chennoth RazackThazleem Chennoth Razack
Reconciliation Data Analyst at Royal Bank of Canada, RBCReconciliation Data Analyst at Royal Bank of Canada, RBC
Devashree PatelDevashree Patel
Quality Engineer at Royal Bank of Canada, RBCQuality Engineer at Royal Bank of Canada, RBC
Rodrigo RodrigoRodrigo Rodrigo
Functional Lead and Technical System Specialists at Royal Bank of Canada, RBCFunctional Lead and Technical System Specialists at Royal Bank of Canada, RBC
PARMEET KAURPARMEET KAUR
Collections Officer at Royal Bank of Canada, RBCCollections Officer at Royal Bank of Canada, RBC
Upneet LubanaUpneet Lubana
Senior Fund Administrator, Hedge Funds at SS&C Technologies. IncSenior Fund Administrator, Hedge Funds at SS&C Technologies. Inc