Shashank Singla
Financial Planner @CIBC
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WORK HISTORY
Financial Planner @CIBC
Toronto, ON, CA
Deliver Wealth Management Banking services to existing customers (256 families at CIBC)• Acquire and develop CXO –Level and qualifying customer relationships (over $100k in Investable assets)• Work with Product Specialists on a wide array of specialty products and guide the HNI customers on investment opportunities• Use financial acumen and investment expertise to review clients’ personal data and align client needs through superior services• Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value and revenues• Contribute to the overall performance and profitability of the branch, branch sales targets, and investments penetration targets• Proactively grow his/her holdings through regular customer contact, ongoing financial planning and management of the customer relationship• Consistent high touch client contact and experience, and attending to client service requests on both service and sales matters. Responding to customer requests/queries and complaints promptly• Maintain high levels of operational integrity, and compliance with key regulatory and bank level requirements
EDUCATION
Delhi School of Economics
Master of Business Administration (M.B.A.), International Business
Jaypee Institute of Information Technology
Bachelor's Degree, Biotechnology
Jaypee Institute of Information Technology
Master's Degree, Biotechnology
ABOUT SHASHANK SINGLA
10+ years of rich experience working as a Financial Advisor (Imperial Services) in the High Net worth Individuals (HNI) segment with CIBC Bank in Toronto and 2 of the top 5 private banks of India (ICICI and YES Bank). One of the fastest to get promoted at CIBC (2021).• Worked for 6 months in a start-up organization as Business Manager managing about 150 B2B accounts for the company (Authbridge Research Services).• Hold 2 post graduate degrees (MBA in International Business -2013 and Master of Technology in Biotechnology – 2011).• Certified by IIROC as a Registered/Dealing Representative. Hold PFP and CFP designation.• Skill Set : Sales/Business Development, HNI/CXO level Relationship Management, Team Handling, Client Acquisition, Financial Portfolio Management, B2B and B2C Client Management, Key Account Management, Target Achievement
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