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Sohil Kshatri

Sohil Kshatri

Interested in Financial Planning and ESG

Accounting / Finance

Kitchener, Waterloo

Social

About Sohil Kshatri:

-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

 

Completed introduction course certificates, including 2.0 NASBA PE credits (Corporate Finance Institute)

 

  • Introduction to fintech, business intelligence, ESG, and more

 

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