Rohit Shankar
Financial Advisor @Scotiabank
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WORK HISTORY
Financial Advisor @Scotiabank
Stratford, ON, CA
Provide trusted advice and personalized financial solutions by engaging clients in meaningful conversations to understand their goals, needs, and priorities.Build and deepen client relationships by identifying opportunities across banking, borrowing, and investment products to support long-term financial health.Educate clients on digital tools and services to promote convenience, security, and efficiency in day-to-day banking.Collaborate with internal partners to deliver integrated financial advice and seamless service experiences across various channels.Proactively manage a client portfolio through outreach strategies, needs-based selling, and ongoing follow-ups to ensure consistent support and satisfaction.Contribute to a strong branch culture by participating in sales meetings, sharing best practices, and supporting team initiatives aligned with performance goals.
EDUCATION
St. Xavier's Sr. Sec School, Jaipur
Science
Conestoga College
Post graduate Diploma
Jaipur Institute of Technology, Jaipur
Bachelor of Technology (BTech)
ABOUT ROHIT SHANKAR
As a Financial Advisor at Scotiabank, I utilize my analytical skills and financial expertise to develop tailored investment strategies that align with clients’ goals. I provide insights into banking products, investment planning, and risk management, helping clients make informed financial decisions. By leveraging data-driven approaches, I have consistently exceeded performance targets, achieving 120% of Smart Investor goals in recent quarters. As Manager Forex at State Bank of India, one of the largest banks in the country, I applied my domain expertise and analytical skills to provide quotes and take proprietary positions in the foreign exchange market. I also covered customer volumes and managed risks in compliance with the bank\'s policies and regulations. I hold a Certified Treasury Professional (CTP) and a Customer Service and Banking Codes and Standards (CSBCS) credential, demonstrating my knowledge and proficiency in treasury and banking operations. I have nearly seven years of experience, starting as a Probationary Officer, handling customer service requests, marketing digital banking products, and educating the public on financial services. After being promoted to Branch Manager, I led a high-performing team, developed strong customer relationship management skills, and significantly enhanced branch sales—I received various accolades for my performance, including recognition from the corporate head office. Later, as a Nodal Officer in the Zonal Administrative Office, I led a network of nearly 200 branches, implementing strategies that reduced the bank\'s stressed assets by 75%. I was then selected as Manager Forex, Treasury, where I managed the bank\'s interbank proprietary portfolio, handled corporate clients, and provided insights into the foreign exchange market. By quoting competitive rates and advising on market trends, I built strong relationships with corporate clients and financial institutions. I believe in consistently exceeding expectations by taking small but meaningful steps to overcome challenges. I also hold a Canadian Securities Course (CSC) certificate, enhancing my qualifications as a seasoned banker. I graduated from Jaipur Institute of Technology with a BTech in Civil Engineering, which gave me a strong foundation in mathematics, statistics, and problem-solving. I am a quick and keen learner who adapts well to changing market conditions and customer needs. I thrive in dynamic environments, enjoy working with diverse teams, and am committed to delivering optimal financial solutions for both clients and institutions.
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