Balreet Cheema

Mutual Fund Specialist @CIBC

Toronto, ON, CA

Advising clients on investment strategies: I work with clients to understand their financial goals and risk tolerance, and recommend mutual fund investments that align with those goals.Managing portfolios: I monitor and manage a client\'s mutual fund portfolio, making adjustments as necessary to ensure that it remains aligned with the client\'s goals and risk tolerance.Conducting market research: A mutual fund specialist will stay up-to-date on market trends, economic conditions, and the performance of different sectors and industries in order to make informed investment decisions.Complying with regulations: I have knowledge of securities laws, regulations, and industry standards related to mutual fund investing and sales and ensure compliance.Building and maintaining relationships: I work to build and maintain relationships with clients, providing them with regular updates on their investments and addressing any concerns they may have.Educating clients: I educate clients about mutual funds and their investment options, helping them to make informed decisions about their investments.Sales and Marketing: I am responsible for the sale of mutual funds to clients, and also responsible for marketing of mutual funds to attract new clients.

Niagara College

International Business Management , International Business

Institute of Hotel Management (IHM) Ahmedabad

Bachelor of Science (B.Sc.), Hospitality Administration/Management

Niagara College

Graduate Certificate, Hospitality Administration/Management