EP12: Exploring Career in Personal Banking with Tejas Lad

In this episode of Exploring Careers in Finance, I chat with Tejas Lad, who made the remarkable shift from civil engineering to finance and project management. Tejas shares his story of moving from India to Canada and the challenges he faced both personally and professionally while making such a significant career transition.
We explore how certifications like CAPM® (Certified Associate in Project Management) and Investment Funds in Canada have opened doors for him in the finance sector. Tejas breaks down what personal banking entails, how to build strong client relationships, and the key skills required to succeed in both personal banking and project management.
Tejas also highlights common financial mistakes people make and shares his approach to helping clients make smarter financial decisions. For those interested in entering personal banking, he provides valuable insights into the best courses and certifications to pursue.
Finally, we touch on ESG (Environmental, Social, and Governance) factors and their growing role in shaping future investment strategies. Whether you're looking to enter personal banking or make a career transition, this episode is packed with actionable insights and advice from Tejas Lad’s diverse experience.
Connect with Tejas: / tejas-lad-capm%c2%ae-2...
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