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
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