Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

MANUJ KHEMARIA

Kelowna,BC

Summary

Dedicated and results-oriented professional with over 2 years of experience in the Canadian financial industry, specializing in personal and business banking. Holds a Post-Baccalaureate in Business and an undergraduate degree in Finance, along with an Investment Funds license. Expertise includes investments, lending, insurance, and estate planning for both personal and business clients. Additionally, brings over 3 years of experience in sales and event management, with internship experience at an investment brokerage firm. Skilled in client relationship management, problem-solving, and providing comprehensive financial solutions. Seeking to further develop a career in a specialized sector of the financial industry.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Associate Financial Advisor

CIBC
10.2024 - Current
  • Assisted clients in identifying their financial, investment, and credit needs, offering tailored solutions for both personal and business clients.
  • Sold and serviced a variety of products, including deposits, lending, mutual funds, and investment options.
  • Promoted digital banking services to enhance client experience and increase adoption.
  • Made formal introductions to internal partners when required, ensuring seamless service.
  • Resolved client concerns promptly or escalated issues to the appropriate department for resolution.
  • Actively participated in community events and banking centre activities to expand the bank's presence and market share.
  • Managed risk by ensuring compliance with regulatory guidelines, policies, and procedures, safeguarding both the bank and clients.

Finanacial Services Representative

CIBC
08.2022 - 09.2024
  • Assisted clients in identifying their financial, investment, and credit needs, offering tailored solutions for both personal and business clients.
  • Sold and serviced a variety of products, including deposits, lending, mutual funds, and investment options.
  • Promoted digital banking services to enhance client experience and increase adoption.
  • Made formal introductions to internal partners when required, ensuring seamless service.
  • Resolved client concerns promptly or escalated issues to the appropriate department for resolution.
  • Actively participated in community events and banking centre activities to expand the bank's presence and market share.
  • Managed risk by ensuring compliance with regulatory guidelines, policies, and procedures, safeguarding both the bank and clients.

Intern

Share Khan by BNP Paribas
01.2019 - 06.2019
  • Managed over 30 business calls per day.
  • Deal with variety of customers over phone and handle day trading transactions and orders.
  • Gained basic understanding of how auction market operation works.
  • Sorted and organized files, spreadsheets and reports.

Education

Post-baccalaureate Diploma - International Business

Thompsons Rivers University (TRU)
Kamloops, BC
01.2022

BBA - Finance

Amity University
Gwalior
04.2018

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Bhartiyam Vidhya Niketan
2015

Skills

  • Credit Analysis
  • Debt Restructuring
  • Financial Analysis
  • Investment Strategies
  • Residential Lending
  • Insurance Decisions
  • Touch Typing
  • MS Software
  • Multitasking Abilities
  • Time Management
  • Client Account Management

Certification

  • Investments Funds in Canada, Canadian Securities Institute - March-June 2022
  • Emergency First-aid for Industry (OFA Level 1)

Timeline

Associate Financial Advisor

CIBC
10.2024 - Current

Finanacial Services Representative

CIBC
08.2022 - 09.2024

Intern

Share Khan by BNP Paribas
01.2019 - 06.2019

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Bhartiyam Vidhya Niketan

Post-baccalaureate Diploma - International Business

Thompsons Rivers University (TRU)

BBA - Finance

Amity University

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MANUJ KHEMARIA