Rishabh Mehta Email & Phone Number

Vancouver, British Columbia, Canada

Vancouver, 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

Vancouver, 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

Burnaby, 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

India

• 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)

Punjab

• 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

Marketing of various banking and digital banking products

Ludhiana

• Acquisition of new clients in transaction banking division• Achieve deepening of current account balances• Achieve target fee from forex based transactions

Bengaluru 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

Jalandhar, Punjab

• Freelance writer with regular editorial columns • Freelance reporting for local events and marketing functions

Pgdm, Management

Activities and Societies: Member, Branding and Media CommitteePost Graduate Diploma in management in Major- Marketing Minor- Finance

Bachelor Of Commerce (B.Com.), Commerce

Activities and Societies: Secretary, NSS Wing Member, Youth ClubGraduation in Commerce