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Dinesh Pinto

Dinesh Pinto

Mortgage, Retail Loan & Personal Banking Administration Manager

Followers of Dinesh Pinto589 followers
location of Dinesh PintoToronto, Ontario, Canada

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  • Timeline

  • About me

    Assistant Branch Manager

  • Education

    • Canada Securities Institute

      2016 - 2016
      Branch Compliance Officer Course

    • CANADA SECURITIES COURSE

      2015 - 2015
      CANADA SECURITIES COURSE MUTUAL FUND ADVISER

    • Chartered Institute for Securities & Investment - UK

      2013 - 2013
      Certificate In Wealth Management Investments and Securities

    • St Annes High School, Bombay, India

      1972 - 1982
      Bachelor's degree Accounting and Finance

  • Experience

    • Lloyds TSB Bank, dubai

      Oct 2004 - Oct 2005
      Mortgage, Retail Loan & Personal Banking Administration Manager

      Was heading the Mortgage Operations Team of HSBC prior to joining Lloyds TSB Bank as a Retail Loans Administration Manager. Was managing the day to day operations of Mortgages, which included reviewing documentation, credit committee approvals, stage payments, disbursements, early settlements and transfer of ownership rights in case of purchase/sale of property. Inrespect of Personal Loans, was managing the disbursement/repayments of Personal Loans and delinquencies. Inrespect of Personal Banking, was reviewing the KYC documentation being obtained for New-to-Bank Retail Banking customers and then signing off the file. Show less

    • HSBC Bank, UAE

      Oct 2005 - Oct 2007
      Home Finance Manager

      Assessing clients credit worthiness based on their Assets and Liabilities and then processing their Mortgage Application till completion.

    • HSBC

      Jan 2007 - Aug 2014
      Snr Premier Wealth Relationship Manager

      Managing a portfolio of 250 HNWI individuals and providing them with Hollistic Wealth Management Solutions governed by HSBC Bank's core principal values of being being Open, Dependable and Connected.

    • Banking and Finance

      Feb 2015 - Jan 2016
      Premium Banker

      Duties included Sales and Service of Investment Products, Mortgages, Personal Loans, Line of Credits/Overdrafts, Credit Cards and Creditor Insurance to Premier and Advance clients.

    • HSBC Bank Canada

      Feb 2016 - May 2017
      Operations & Risk Analyst, Specialist

      Managing the frontline staff, which includes the Personal Bankers, reviewing the daily reports, branch balancing of cash, managing the operational risk, balancing of all GL accounts. Also acting as the Branch Compliance Officer for all Investment deals processed by Investment Advisers and ensuring that the Sale of Investment Products are done in line with clients goals and objectives.

    • HSBC Bank

      Jun 2017 - Mar 2024
      Asst Branch Manager, Ops & Risk & HSBC Inv Funds Branch Manager for Scarborough/Don Mills Branch

    • RBC

      Apr 2024 - now

      • Assistant Branch Manager, Banking & Wealth Management

        Sept 2024 - now

      • Assistant Branch Manager, Banking & Wealth Management

        Apr 2024 - Aug 2024

  • Licenses & Certifications

    • Canada Securities Course

      CSI Canada