Fandi Kamran Pfp® Ripc Bco Email & Phone Number

Ontario, Canada

Responsibilities- Responsible for communicating RBC GAM key messages to enterprise distribution strategy team.- Host Economic & Market update client events in English, Urdu & Hindi- Provide GAM Support to over 400 IRP, Leaders, Group and Private Banking- Act as a consultant between Career Sales Force and clients by helping CSF IRPs provide GAM value proposition and solutions that meet their clients financial plans.- Responsible for communication between various business lines to achieve joint goals- Cultivated and manage extremely strong relationships with the field; seen as a trusted partner and part of the business lineAwards & Achievements- Created the first advisor and client education program delivered in Urdu & Hindi. Including market update events in English, Hindi & Urdu.- Consistently achieved minimum over 125% of activity and business development goals every year since starting role- 3 Quarterly Awards at GAM since starting role at RBC GAM and 6 Quarterly Awards in career with RBC.- Received 2023 Leadership Award at RBC GAM- Seen as leader on the team and have taken on numerous mentorships to bring new team members up to speed

Kitchener, Waterloo, Perth, Ontario

Responsibilities and Achievements- Promoted to Financial Planner role within 1 year of starting as Financial Advisor with RBC- Took on Formal RBC Mentorship responsible for helping a Financial Planner get their business up and running- Worked in different markets to expand planning skills- Worked in Waterloo Region and got exposed to the tech sector and then moved markets to Stratford and learned about working with farm owners and their unique planning needs.- Selected as one of the Business Owner Planning specialists on the team.

Waterloo, Ontario

Responsibilities and Achievements- 2016 Bronze Award, Royal Performer for only being in role fully for 6 months.- Q2 2016 Royal Performer & nominated as a Royal Performer for Q1 and Q2 fiscal 2016.- Mentor for the IFIC Training Team at RBC, helping employees pass the Investment Funds in Canada course and become successful advisors.- Responsible for establishing and growing long term relationships by collaborating with a portfolio of clients with evolving personal banking needs. Achieving exceptional client loyalty by providing superior service and financial advice.- Focusing on attracting, growing and retaining clients through an ongoing discovery approach and applying financial counseling principles that help individuals make informed decisions about their personal goals. Working with an extensive network of RBC specialists across the organization to help RBC achieve a dominant market position.

Waterloo, Canada

Promoted within 1 month of starting as a Personal Banking Advisor.Top in the region for sales advisors.Responsible for contributing to the team's overall success by meeting negotiated personal sales and sales activity goals through the identification and satisfaction of customer needs. Responsible for delivering excellent customer service and building and maintaining relationships with an assigned portfolio of customers. Have a thorough knowledge of customer life cycle needs. Delivering invaluable personal banking services, including promoting and selling retail investments, lending and deposit products and services and, having sound risk analysis techniques and credit adjudication judgement.

Waterloo, Ontario

Responsible for developing and managing beneficial relationships with customers while delivering a number of invaluable personal banking services including Mortgages, Loans, Lines of Credit, Guaranteed Investment Certificates, Mutual Funds, and Deposit Accounts.