Amith Nadig

Banking Advisor Intern @RBC

CA

Implemented a customized portfolio strategy, leading to an average 10% increase in ROI for high-net-worth clients, achieved through meticulous market analysis and risk assessment.• Monitored market news and tracked industry trends to identify potential investment opportunities and risks, delivering timely updates to clients. This effort led to a 10% increase in client trust and retention.• Utilized skills in Excel and other RBC software to understand clients’ needs for thorough financial modelling and cross-referencingonline banking and accounting books, identifying liens, and mitigated risks effectively.• Monitored and analyzed the real estate market to provide informed advice to clients regarding mortgage rates and related concerns.• Successfully renewed mortgages and generated over $20 million in mortgage referrals and renewals• Provided expert guidance to clients in implementing tailored financial plans, empowering them to achieve their financial objectives efficiently and effectively.• Ensuring the credit worthiness of the firms. • Developed personalized financial plans covering cash management, insurance, investments, retirement, and taxes for clients.• Examined wills, insurance policies, and corporate contracts to identify potential financial risks and areas for improvement.