Nishant Sharma
River Edge,NJ
Summary
A results-oriented , High-caliber, experienced change agent with a more than 16 years’ experience in the Financial Industry & Exceptional background in the areas of Wealth management , Financial Advisory ,Credit Analysis , Operations Management Revenue generator with a good track record of profitable business management, market penetration strategies, resource allocation, competitive analysis , risk assessment, macroeconomic analysis, real estate project financing. Securities Industry Essentials & CFA L1 Candidate
Overview
16
16
years of professional experience
1
1
Certification
Work History
Financial Advisor
RBC Personal
Mississauga, Ontario
06.2021 - 11.2022
First Response Claim Coordinator/Underwriter
RBC Travel Insurance
Toronto , Ontario
04.2020 - 05.2021
- Initiate travel insurance claims to ensure accurate contact information, travel dates, loss dates, and provide insurance benefits and claims information
- Investigate circumstances surrounding insurance claims to determine validity of claim. Managed over 50-60 email interaction's , adjudicated & paid 35 to 40 claims /day as per RBC Insurance policy & procedures
Financial Administration – Vendor Relations Executive
TJX Canada
Mississauga, Ontario
03.2019 - 04.2020
- Managed over 50 payments day for Vendors day .Ensured proper due diligence in process.
- Maintained systems procedures and policies regarding Accounts Payable to reinforce company guidelines and generally accepted accounting principles.
Sr. Manager Strategy
Delta 9 Securities
Punjab, India
04.2016 - 01.2019
- Policy-Making & Business Development /, Built full-scale sales operation from the ground up; duties included establishing database systems, recruitment of staff and field supervisors as well as developing sales and marketing strategies with the team
- Identified analyzed client goals, developed customized business solutions to achieve clients’ objectives in providing strong customer service & staffing solutions.
- Played instrumental role in accelerating annual sales/billing for company from INR 7.5 million to INR 15 Million
- Managed and led team of 6 managers and 300 staff for all daily operations.
Sales Support
CIBC
Toronto, Canada
09.2015 - 03.2016
- Performed range of specialized support and administrative functions on day to day basis which facilitated migration of FLM mortgages portfolio into CIBC.
- Communicated progress of monthly and quarterly initiatives to internal and external sales teams.
Manager
IDBI BANK
Punjab , India
04.2011 - 08.2015
- Ranked among one of top 50 employees generating revenue in Third Party Products , achieved 150% of targets assigned. Awarded by Banks C.E.O twice for achieving 100% targets for two consecutive years
- Met 110% targets as allocated achieved 170%in Term Deposit value (INR 115 Million)
- Led a team of 5 members in managing operation and service parameter of branch worth INR 1200 Million and supervised an average of 120 daily cash/transfer transactions & end of day reconciliation
Relationship Manager
IDBI BANK
Punjab , India
08.2007 - 03.2011
- Handled and serviced Financial Portfolio of 60 HNI and NRI clients by suitably advising investment funds worth INR 300 Million. Achieved goals for sale of bank products and services and exceeded performance metrics for customer service
- Supported clients with traditional banking needs and performing complex service transactions putting customer’s needs at center of everything
Analyst Retail Credit
IDBI BANK
Delhi , India
08.2006 - 07.2007
- Conducted full and comprehensive evaluations of variety of complex, high-risk mortgage loan applications.
- Evaluated Clients Financials & Eligibility for mortgage requests
- Approved 30.00 to 40.00 million worth of Mortgages in month .
Education
Masters of Business Administration - Finance & Marketing
07.2006
Bachelor of Commerce - Business
03.2004
Skills
- Operations Management Credit Underwriting /Lending
- Financial Analysis Business Development
- Post Sale & Service Support Client Relationship Management
- Wealth management
- Financial advisory
- Communication
- Investment planning
- Stock market understanding
- Business Development
- Financial services
- Financial planning
- Banking
- Relationship building and management
- Investment advice
- Mutual funds and liabilities
- Retirement planning
Certification
- Canadian Securities Course , CSI, Canada
- Personal Financial Service Advice Certification, CSI, Canada
- Financial Planning I , CSI Canada
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Timeline
Financial Advisor - RBC Personal
06.2021 - 11.2022
First Response Claim Coordinator/Underwriter - RBC Travel Insurance
04.2020 - 05.2021
Financial Administration – Vendor Relations Executive - TJX Canada
03.2019 - 04.2020
Sr. Manager Strategy - Delta 9 Securities
04.2016 - 01.2019
Sales Support - CIBC
09.2015 - 03.2016
Manager - IDBI BANK
04.2011 - 08.2015
Relationship Manager - IDBI BANK
08.2007 - 03.2011
Analyst Retail Credit - IDBI BANK
08.2006 - 07.2007
Guru Nanak Dev University - Masters of Business Administration, Finance & Marketing
Guru Nanak Dev University - Bachelor of Commerce, Business
Similar Profiles
Jayne FalloonJayne Falloon
Associate Director - Practice Management at RBC Royal Bank Personal And Commercial BankingAssociate Director - Practice Management at RBC Royal Bank Personal And Commercial Banking
Venkat MuruganVenkat Murugan
Associate Director, Murex Business Specialist at RBC Capital MarketsAssociate Director, Murex Business Specialist at RBC Capital Markets
Vaibhav SinghVaibhav Singh
Sr. Tech Lead, SRE Data & AI Engineering SRE&PO, CCBPT at Royal Bank, RBCSr. Tech Lead, SRE Data & AI Engineering SRE&PO, CCBPT at Royal Bank, RBC
Liat SuedeLiat Suede
Merchandiser at Joseph SuedeMerchandiser at Joseph Suede
Anya AdamsonAnya Adamson
Customer Service Cashier at Ace HardwareCustomer Service Cashier at Ace Hardware