Sohil Kshatri
Interested in Financial Planning and ESG
Talent
Kitchener, WaterlooMember since June 4, 2024
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About
-Take an effort to involve in community events and learn about initiatives that are important to the community at whole
-Interested in financial planning for low income individuals to help minimize the class gap
Experience
Royal Bank of Canada Operations Agent, (Summer Internship)
- Record keeping and reporting of insurances, and cash collaterals
- Analyzing collateral mortgage papers and identifying risks
- Coordinating team building initiatives
- Renewing and record keeping of 45 PPSA’s weekly
- Cleaning up a backlog of over 60 days when starting the position to being 30 days in the green
Royal Bank of Canada Operations Specialist
(Including the above)- Maintaining, adjusting, and keeping up to date client accounts
- Renewing, and posting Banker’s Acceptances on the market
- Loan maintenance, including closing of loans
- Facilitated client transitions and onboarding of HSBC clients to RBC
- Trained and managed a group of summer students in tasks working as a senior leader and mentor for them
Education
Bachelor of Management and Organizational Studies specializing in Finance minoring in Film Studies
- Courses include Advanced Finance, Operations Management, Marketing, Business Law, Risk Economics, and Economic Theory
- Introduction to fintech, business intelligence, ESG, and more