Rishabh Mehta Email and Phone Number
Experienced banking professional with 6 years of management role in Fin-Tech, Personal Financial Advisory and Campaign Management for Digital Banking Channels.• Over five years of branch management experience• Campaign management for Fintech onboarding of B2B as well as B2B clients.• 160 % achievement of target for asset products of bank- growth of INR 100 million in single year• Cross selling of investment products (life insurance and mutual funds)
Scotiabank
View- Website:
- scotiabank.com
- Employees:
- 62849
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Home Financing AdvisorScotiabank Aug 2024 - Present -
Relationship Manager, Business MarketsRbc Jun 2024 - Aug 2024Vancouver, British Columbia, Canada -
Assistant Branch ManagerRbc Sep 2022 - May 2024Vancouver, British Columbia, Canada• Build and grow partnerships with Newcomer support services and settlement agencies• Focus on Newcomer education and demonstration, leveraging technology to deliver a memorable client experience, drive brand value and retain relationships• Strategy planning to amplify RBC brand and value in the targeted client segment.• Ideate and execute marketing campaigns focused on the needs of Newcomers to Canada through advice events, informational seminars and knowledge sessions• Drive high employee engagement through talent management, skill development and career planning -
Banking AdvisorRbc Nov 2021 - Aug 2022Vancouver, British Columbia, Canada• Providing financial solutions to clients for their financial planning needs• Provide dedicated advice to fulfill investment and credit needs of clients• Identifying Cross selling and upselling opportunities for financial advice and solutions, digital enablement and partner engagement• Contributing to Team results by identifying opportunities for additional advice and offer solutions -
Customer Experience Associate - E-Commerce & Online MarketplaceBest Buy Oct 2021 - Nov 2021Burnaby, British Columbia, Canada• Analyzing customer needs (online marketplace) and addressing concerns on an ongoing basis to identify and recommend enhancements• Coordinate with various in-house departments to resolve customer grievances and improve customer experience• Collaborate with all working partners- shipping carriers, manufacturers and service providers to resolve customer experience issues• Provide support and resolution for various products listed on online marketplace• Use Salesforce CRM to coordinate pending queues allocated for customer experience enhancement between different stakeholders -
Credit ManagerState Bank Of India Jul 2020 - Jul 2021India• Planning and executing credit & FinTech metrics of the branch• Converting prospective customers by cold calling and setting up consultative meetings• Meet monthly metrics in terms of loan products- SME & Personal Segment• Manage a team of salesmen/women, tellers and customer representatives• Managing complex sales situations in acquiring new clients and up-sell/cross sell to existing clients• Achieve targeted growth levels for Investment Products of the bank (Mutual Funds, Insurance investment products) -
Branch ManagerState Bank Of India Apr 2018 - Jul 2020Punjab• Planning and executing all operational activities of the branch• Creating campaign calendar for month/quarter for asset and liability products of the bank• Meet monthly metrics in terms of deposits and advance products• Manage a team of tellers and customer representatives• Managing complex sales situations in acquiring new clients and upsell/cross sell to existing clients -
Deputy ManagerState Bank Of India Nov 2017 - Apr 2018 -
Assistant ManagerState Bank Of India Nov 2015 - Nov 2017Marketing of various banking and digital banking products -
Deputy ManagerAxis Bank Jun 2015 - Sep 2015Ludhiana• Acquisition of new clients in transaction banking division• Achieve deepening of current account balances• Achieve target fee from forex based transactions -
Summer InternXoxoday Mar 2014 - May 2014Bengaluru Area, India• ATL & BTL marketing campaigns for experience based gifting category• Sourcing and onboarding high end hotel chains and restaurants for tie up in gourmet category -
Freelance Writer And ReporterBennett Coleman And Co. Ltd. (Times Group) Aug 2011 - Jun 2013Jalandhar, Punjab• Freelance writer with regular editorial columns • Freelance reporting for local events and marketing functions
Rishabh Mehta Education Details
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Management -
Apeejay College Of Fine Arts, JalandharCommerce
Frequently Asked Questions about Rishabh Mehta
What company does Rishabh Mehta work for?
Rishabh Mehta works for Scotiabank
What is Rishabh Mehta's role at the current company?
Rishabh Mehta's current role is Mortgage Solutions Expert I Making Home Ownership Simple and Easy.
What schools did Rishabh Mehta attend?
Rishabh Mehta attended International Management Institute - Imi, Apeejay College Of Fine Arts, Jalandhar.
Who are Rishabh Mehta's colleagues?
Rishabh Mehta's colleagues are Silvia Polar, Tatiana Ramirez Gonzalez, Ana Sofía Zepeda, Yanice Mirabal, Mark Dasilva, Kruti Patel, Adriana Hernandez Paz.
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Rishabh Mehta
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