Gagan Oberoi
Banking Advisor @RBC
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WORK HISTORY
Banking Advisor @RBC
ON, CA
Deliver holistic financial advice by assessing client needs and recommending tailored solutions in areas such as personal lending, registered plans, and investment products Generate high-quality referrals to internal partners across credit, investments, and business banking, supporting complex client needs Build and maintain long-term client relationships that contribute to branch growth and customer retention Leverage digital banking platforms and CRM systems to streamline service delivery and improve client engagement Ensure compliance with banking regulations and RBC service standards while upholding client trust and confidentiality
ABOUT GAGAN OBEROI
Financial services professional with a strong track record in retail banking, client…
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