Sanjay Kumar
Financial Planner @RBC
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WORK HISTORY
Financial Planner @RBC
CA
Managed a diverse portfolio of high-value clients, ensuring an exceptional experience through the Your Future by Design® Advice Experience. • Provided integrated financial planning and advice tailored to the Mass Affluent segment at RBC. • Developed customized investment, credit, and banking solutions that align with clients\' life goals, enhancing client satisfaction and retention.
EDUCATION
Centennial College
Post Graduate , Banking, Corporate, Finance, and Securities Law
Delhi University
BACHELOR OF BUSINESS STUDIES , Finance, General
ABOUT SANJAY KUMAR
RBC delivers tailored financial solutions for high-value clients, leveraging over eight…
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