Sarthak Shah Email and Phone Number

•Guided executives and high net-worth clients by performing analysis and complex investment transactions with their registered and non-registered accounts;•Evaluated risk management strategies for clients to guide them to get out of debt faster and prepare for a financially independent retirement;•Hand-picked investment portfolios and options for clients corresponding to their investment needs in the short, mid, and long term;•Proficiently used RBC’s fintech application MyAdvisor, to run simulations for financial forecasting and modeling;•Cultivated and maintaining meaningful relationships with partners to make the most of business opportunities and referrals;•Associated in the bank's regional activities to promote and grow local businesses through planned meetups, connecting with relevant partners, and meaningful services;

•Built superior customer sales experience for clients by listening to their financial concerns and answering their financial queries;•Educated clients on their credit report and provided tips on how to increase their risk scores for a better financial future;•Evaluated loan applications of clients by performing financial analysis and risk assessment to be a responsible lender;•Capitalized on cross-sell by adding products to the loan which are helpful for the clients;•Managed collection activities to collect the amount for past due accounts;•Managed administrative tasks of handling activities of the branch in absence of branch manager.