Jay Parikh

Personal Banking Advisor @RBC

Mississauga, ON, CA

Delivered expert financial advice to personal and commercial clients, offering customized solutions in lending, investments, and everyday banking to drive long-term financial growth.• Consistently exceeded sales and client acquisition targets through strategic relationship-building and proactive identification of cross-sell opportunities.• Strengthened client loyalty by conducting in-depth financial reviews and aligning products with client goals, resulting in increased portfolio growth and retention.• Collaborated with RBC specialists in wealth management, business banking, and insurance to provide holistic financial planning and integrated service delivery.• Maintained a deep understanding of compliance, risk mitigation, and evolving market trends to ensure accuracy, professionalism, and trusted client experiences.