Rishabh Lochan
Mutual Fund Representative & Banking Advisor @RBC
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WORK HISTORY
Mutual Fund Representative & Banking Advisor @RBC
CA
Develop and maintain excellent relationship with partners to capitalize on business and referral opportunities, resolve client issues, follow company compliance procedures, client education of company policies, utilizing technology to deliver a noteworthy and excellent client experience. Effectively engaging with clients to establish their needs and provide solutions. Cold calling to existing and new potential clients. Working with retail and business clients. Opening and closing of Bank Accounts, credit card issuance, selling drafts, wire payments, dealing with fraud and money laundering (AML), performing client discovery, helping with branch operations, performing KYC and KYP. Provide Retirement Planning advice, Registered and Non- Registered Investment advice and solutions.
EDUCATION
Seneca College
Ontario College Graduate Certificate, Financial Planning
ACCA
Accounting and Finance
IFSE Institute
Canadian Investment Fund Course, Investments and Securities, Licensed
Delhi Public School - Jammu, India
Sciences, 2.1
Griffith College Dublin
Bachelor of Arts - BA, Accounting and Finance
ABOUT RISHABH LOCHAN
Enthusiastic and knowledgeable Finance & Accounting professional, effectively utilizing academic credentials and proven success.Self-directed with the ability to exercise initiative and accept challenges using a high level of professionalism, discipline, and dedication to making an effective contribution while ensuring a high standard of quality and service. Reliable and professional, who also offers the ability to improve processes and administrative procedures to improve accuracy and efficiency, reduce redundancies, and achieve organizational objectives. Focused and diligent in support of complex, deadline-driven projects with a keen ability to identify goals, set priorities, and provide timely resolution of issues to ensure successful completion ahead of time.
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