Ashulee Sharma

About Ashulee Sharma

Life is all about discovering new passions for your self and when you combine this…

Experience

1. Senior Account Manager Business

   RBC

   Jul 2014 — Present · Toronto, ON, CA

   As senior Manager Business I am accountable for establishing and growing long term relationships by providing financial advice to small business owners relating to their business as well as their personal financial needs. By providing highly professional financial advice to satisfy the clients’ total financial needs, I look forward to working as a partner in developing best possible solutions for their valued business.

Education

• Superior School of Real Estate

  Real Estate Development

  2017 — 2018

• CREDIT INSTITUTE OF CANADA

  CREDIT MANAGEMENT, Credit Management

  2013 — 2014

• Punjabi University

  Bachelor of Applied Science (BASc)

  1991 — 1993

• CSI CANADA

  PERSONAL FINANCIAL PLANNING(PFP), FINANCIAL PLANING-FP1, INVESTMENT FUNDS CANADA-IFC FROM CSI, INVESTMENTS, RETAIL BANKING

  2012 — 2012

Skills

• Retail Banking
• Credit Analysis
• Credit Management
• Finance
• Consumer Lending
• Personal Financial Planning
• Cash Flow
• Banking
• Mutual Funds
• Risk Management
• Small Business Lending
• Outlook
• Financial Statement Analysis
• Wealth
• Financial Risk
• Public Relations
• Asset Based Lending
• Windows
• Credit Risk
• Microsoft Word
• Canadian Securities Course
• Customer Service
• Credit
• Residential Mortgages
• Relationship Management
• Small Business
• Portfolio Management
• Financial Analysis
• Microsoft Excel