Deeksha Oberoy
About Deeksha Oberoy
Deeksha Oberoy is a Senior Premier Relationship Manager at HSBC, specializing in advice-based client relationships in investments, lending, and estate planning. She has a background in economics and extensive experience in the financial services industry, including roles at HSBC and McMaster University.
Current Role at HSBC
Deeksha Oberoy currently serves as a Senior Premier Relationship Manager at HSBC, a position she has held since 2021. In this role, she focuses on managing high-value client relationships, providing tailored financial advice, and ensuring client satisfaction. Her work involves advising clients on investments, lending, and estate planning, leveraging her extensive experience in the financial services sector. Additionally, she is also working as an Assistant Manager Sales and Service at HSBC since 2020, where she oversees sales strategies and service delivery.
Previous Experience at HSBC
Deeksha Oberoy has a substantial history with HSBC, having worked in various capacities since 2015. She began as a Personal Banker for eight months in the Greater Toronto Area, then transitioned to a Premium Banker role from 2016 to 2017 at 111 Yonge Street. Following that, she served as a Premier Relationship Manager from 2017 to 2020 in the Toronto, Canada Area. Throughout her tenure, she developed expertise in managing client relationships and providing financial solutions.
Education and Expertise
Deeksha Oberoy studied at McMaster University, where she earned a Bachelor of Arts degree in Economics Honours from 2012 to 2014. Her academic background laid the foundation for her career in finance. She is currently pursuing a Certified Financial Planning (CFP) certification to further enhance her financial advisory skills. Additionally, she is licensed as a Mutual Fund Advisor, which underscores her proficiency in investment products.
Teaching Experience at McMaster University
In 2014, Deeksha Oberoy worked as a Teacher's Assistant at McMaster University for three months. This role involved supporting faculty members in delivering course content and assisting students with their academic needs. This experience contributed to her communication and interpersonal skills, which are essential in her current roles within the financial services industry.
Professional Interests
Deeksha Oberoy has a strong interest in exploring opportunities within financial planning, investments, and customer relationship management. Her focus on advice-based relationships with clients reflects her commitment to understanding client needs and delivering tailored financial solutions. This interest aligns with her ongoing professional development and her current roles at HSBC.