Assistant Branch Manager
Current
Apr 2024 - Present
AeroLeads people directory · profile
Neha Parikh Email & Phone Number
Assistant Branch Manager
at
RBC
1 work email found
@moneymart.ca
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Assistant Branch Manager
Location
Victoria, British Columbia, Canada
Company size
Who is Neha Parikh? Overview
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Quick answer
Neha Parikh is listed as Assistant Branch Manager at RBC, a with 79151 employees, based in Victoria, British Columbia, Canada. AeroLeads shows a work email signal at moneymart.ca and a matched LinkedIn profile for Neha Parikh.
Neha Parikh previously worked as Operations, Risk Administration Specialist at Hsbc and Assistant Manager Operations Risk and Administration at Hsbc. Neha Parikh holds Branch Compliance Officer, Compliance from Canadian Securities Institute.
Company email context
Email format at RBC
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{first}.{last}@moneymart.ca
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Profile bio
About Neha Parikh
Neha Parikh works as a Personal Banker at HSBC Retail Banking and Wealth Management. Her responsibilities include understanding client’s banking requirements and processing suitable transactions. In addition, she also assists in generating leads by interacting with clients and directing them to the correct sales team. She helps the Branch Manager in keeping the branch updated with the latest legal requirements. Previously she worked at PersonalFN as a Senior Investment Consultant, where she built her individual portfolio of clients. Her role included preparing financial plans and devising investment strategies matching the client’s financial goals. She has worked at Edelweiss Financial services as an Associate counselor. She has also worked with individual financial planners as a relationship manager.Neha is a Certified Financial Planner from India and has completed Level 1 of the Chartered Financial Analyst Course (USA). She is currently enrolled for the Investment Funds in Canada (IFC) course and has graduated from Royal Roads University with a Masters in Global Management degree. She earned the Bachelors in Commerce degree from Mumbai University with a specialization in Banking and Insurance.
Listed skills include Portfolio Manager, Financial Planning, Investment Management, Research, and 14 others.
Current workplace
Neha Parikh's current company
Company context helps verify the profile and gives searchers a useful next step.
Rbc
9 roles
Neha Parikh work experience
A career timeline built from the work history available for this profile.
Operations, Risk Administration Specialist
Assistant Manager Operations Risk And Administration
May 2022 - Mar 2024
Premium Banker
Aug 2017 - Mar 2018
Personal Banker
- Interacting with clients to understand their banking requirements and completing transactions accordingly.- Generating leads through client interaction and referring them to the appropriate sales personnel.- Keeping up the latest changes in the Canadian banking system by taking necessary internal tests and training. - Ensuring the smooth functioning of the branch by keeping track of necessary inventory and customer documentation
Jun 2016 - Aug 2017
Tax Associate
National Money Mart is a Canadian financial Services company that provides pay day loans, cheque cashing and tax preparation services- Filled income taxes for clients and interacted with the branch office to complete the required documentation
Jan 2016 - Mar 2016
Senior Investment Consultant
QIS is an Indian financial advisory company focused on providing unbiased and expert advice on various financial products like mutual funds, Insurance and fixed income instruments.- Built a portfolio of clients independently- Prepared detailed financial plans and investment portfolio's for individuals- Analysed various financial products for example mutual funds, insurance
Jul 2013 - Jul 2015
Associate Counsellor
The Edelweiss Group is one of India’s leading diversified financial services conglomerates providing broad range of financial products and services- Prepared marketing strategies for the financial planning department- Developed a portfolio of clients and maintained existing relationships- Assisted the financial planning team in preparing financial plans and investment portfolio's
Feb 2012 - Sep 2012
Relationship Manager
Parag Parikh Financial Advisory Services Pvt. Ltd, a boutique investment advisory firm incorporated in 1992.- Assisted in building the in-house financial planning software- Recommended different avenues of investment based on client needs and requirement- Serviced clients
Jun 2009 - Aug 2011
Team & coworkers
Colleagues at RBC
Other employees you can reach at rbc.com. View company contacts for 79151 employees →
DB
Don Bean
Colleague at RbcToronto, Ontario, Canada
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BA
Brad Austin, Pfp, Rpa
Colleague at RbcCanada
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SM
Simon Mcmillan Pl. Fin
Colleague at RbcRepentigny, Quebec, Canada
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VL
Valérie Lallement
Colleague at RbcMorfontaine, Grand Est, France
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LS
Leclerc Sylvie
Colleague at RbcMontreal, Quebec, Canada
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AS
Ayanthi Samarasinghe, Pfp®, Mba
Colleague at RbcRichmond, British Columbia, Canada
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JS
Julia Somerville
Colleague at RbcToronto, Ontario, Canada
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HM
Hebdanie Marcel
Colleague at RbcMontreal, Quebec, Canada
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YC
Yu-Chen Chen
Colleague at RbcToronto, Ontario, Canada
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RM
Rajender Maloth
Colleague at RbcHyderabad, Telangana, India
View →
Don Bean
Colleague at RbcToronto, Ontario, Canada
View →
BA
Brad Austin, Pfp, Rpa
Colleague at RbcCanada
View →
SM
Simon Mcmillan Pl. Fin
Colleague at RbcRepentigny, Quebec, Canada
View →
VL
Valérie Lallement
Colleague at RbcMorfontaine, Grand Est, France
View →
LS
Leclerc Sylvie
Colleague at RbcMontreal, Quebec, Canada
View →
AS
Ayanthi Samarasinghe, Pfp®, Mba
Colleague at RbcRichmond, British Columbia, Canada
View →
JS
Julia Somerville
Colleague at RbcToronto, Ontario, Canada
View →
HM
Hebdanie Marcel
Colleague at RbcMontreal, Quebec, Canada
View →
YC
Yu-Chen Chen
Colleague at RbcToronto, Ontario, Canada
View →
RM
Rajender Maloth
Colleague at RbcHyderabad, Telangana, India
View →
3 education records
Neha Parikh education
Branch Compliance Officer, Compliance
Canadian Securities Institute
Mutual Fund Advisor, Finance, General
Canadian Securities Institute
Master’S Degree, Management
FAQ
Frequently asked questions about Neha Parikh
Quick answers generated from the profile data available on this page.
What company does Neha Parikh work for?
Neha Parikh works for RBC.
What is Neha Parikh's role at RBC?
Neha Parikh is listed as Assistant Branch Manager at RBC.
What is Neha Parikh's email address?
AeroLeads has found 1 work email signal at @moneymart.ca for Neha Parikh at RBC.
Where is Neha Parikh based?
Neha Parikh is based in Victoria, British Columbia, Canada while working with RBC.
What companies has Neha Parikh worked for?
Neha Parikh has worked for Rbc, Hsbc, National Money Mart, Quantum Information Services Pvt Ltd, and Edelweiss Financial Services.
Who are Neha Parikh's colleagues at RBC?
Neha Parikh's colleagues at RBC include Don Bean, Brad Austin, Pfp, Rpa, Simon Mcmillan Pl. Fin, Valérie Lallement, and Leclerc Sylvie.
How can I contact Neha Parikh?
You can use AeroLeads to view verified contact signals for Neha Parikh at RBC, including work email, phone, and LinkedIn data when available.
What schools did Neha Parikh attend?
Neha Parikh holds Branch Compliance Officer, Compliance from Canadian Securities Institute.
What skills is Neha Parikh known for?
Neha Parikh is listed with skills including Portfolio Manager, Financial Planning, Investment Management, Research, Investment Advisory, Client Counseling, Client Development, and Financial Analysis.
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