DRASHTI BHANSALI
Ajax
Summary
Finance professional with over four years of experience in banking and investment advisory, including client-facing roles at the Royal Bank of Canada. Experienced in supporting high-value clients with their banking and investment needs, offering guidance aligned with risk profiles and regulatory standards. Known for building lasting client relationships, ensuring compliance, and contributing to business growth through thoughtful, personalized financial solutions.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Client Advisory & Relationship
Marcellus Investment Managers
Mumbai
09.2024 - Current
- Developed strong relationships with high-net-worth individuals (HNWIs) and ultra-HNWIs by addressing investment needs effectively.
- Maintained full compliance with SEBI guidelines through meticulous financial document verification.
- Partnered with product team to distill complex technical solutions for customer clarity.
- Executed timely follow-ups and organized diverse customer requirements to secure client satisfaction.
Investment Advisor
Royal Bank of Canada (RBC)
Mississauga
02.2023 - 05.2024
- Imparted investment advice and guidance to clients as per their risk tolerance and objectives, along with retirement planning and estate planning
- Introduced strategic asset allocation and portfolio diversification strategies with a view to optimize risk-adjusted returns and minimize volatility
- Established compliance with the bank’s KYC and AML policies and all operational issues
- Adhered to anti-money laundering (AML) and know-your-customer (KYC) regulations by verifying client identities, tracking transactional activities, and reporting suspicious behavior
Team Lead
Mary Brown's
Pickering
08.2020 - 05.2023
- Enhanced team efficiency and productivity by leading operations teams in dynamic environments.
- Achieved operational objectives while providing exceptional customer service.
- Cultivated a collaborative atmosphere through mentorship and emphasis on performance excellence.
- Implemented process improvements after identifying key opportunities for enhancement.
Banking & Digital Advisor
Royal Bank of Canada (RBC)
Mississauga
11.2021 - 02.2023
- Rendered advice to clients on day-to-day banking needs, assisted customers with opening of accounts, and resolved their loan or mortgage inquiries
- Listened and engaged with clients in conversation to further comprehend their individual requirements
- Maintained relationships with clients to derive most of the business and referrals
- Monitored operational integrity encompassing compliance with overall policies & procedures of the bank
- Discovered opportunities to offer additional advice and referred clients to appropriate RBC partner/alternative channel
Sales & Customer Service Associate
Marvel Inc
Mumbai
07.2018 - 12.2018
- Collaborated with each customer to provide professional and polite support for sales and service requirements
- Updated customers on current sales, promotions, and policies to develop a buying behavior
- Liaised with customers to grasp their needs and identify products/services best suited to help in achieving their goals
Education
Post-Graduate Certificate - Financial Planning
Seneca College
Toronto, ON04.2021
Post Graduate Certificate - International Business Management
Durham College
Oshawa, ON04.2020
Bachelor of Commerce - Accounting and Finance
University of Mumbai
Mumbai, India04.2018
Skills
- Problem-solving skills
- Wealth management expertise
- Attention to detail
- KYC and documentation
- High-net-worth client relations
- Banking operations management
- Communication skills
- Digital sales strategies
- Performance monitoring
- Company valuation analysis
- Financial product sales
Certification
- The ASPIRE Edge Business Skills for Financial Services
- Tally ERP 9 Accounting System
- Investment Funds in Canada (IFIC) cleared 02/10/2023
- Udemy – Excel Beginner to Advanced
- Udemy – Company Valuation and Financial Modeling
Languages
- English, Proficient
- Gujarati, Proficient
- Hindi, Advanced
Languages
English
First Language
Hindi
Proficient (C2)
C2
Gujarati
Advanced (C1)
C1
Timeline
Client Advisory & Relationship
Marcellus Investment Managers
09.2024 - Current
Investment Advisor
Royal Bank of Canada (RBC)
02.2023 - 05.2024
Banking & Digital Advisor
Royal Bank of Canada (RBC)
11.2021 - 02.2023
Team Lead
Mary Brown's
08.2020 - 05.2023
Sales & Customer Service Associate
Marvel Inc
07.2018 - 12.2018
Post-Graduate Certificate - Financial Planning
Seneca College
Post Graduate Certificate - International Business Management
Durham College
Bachelor of Commerce - Accounting and Finance
University of Mumbai
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