Baneet Singh
About Baneet Singh
Baneet Singh is an Associate Financial Advisor at CIBC in Vancouver, British Columbia, Canada. He has extensive experience in financial services, having worked in various roles at ICICI Securities, Axis Bank, Birla Sun Life Asset Management Company Limited, and Sundaram Mutual.
Current Position at CIBC
Baneet Singh is currently serving as an Associate Financial Advisor at CIBC, located in Vancouver, British Columbia, Canada. He began his tenure with the institution in 2020. His primary responsibilities involve providing financial advice to clients, managing investment portfolios, and ensuring optimal asset allocation. He applies his extensive experience in financial products and customer relationship management to help clients achieve their financial goals.
Previous Experience at ICICI Securities
Before joining CIBC, Baneet Singh worked at ICICI Securities as a Relationship Manager - Private Wealth from 2019 to 2020, based in New Delhi, Delhi, India. During his one-year tenure, he focused on managing the wealth of high-net-worth individuals, offering tailored investment solutions, and enhancing client engagement through personalized service.
Investment Counselor at Axis Bank
Baneet Singh served as an Investment Counselor at Axis Bank from 2015 to 2019 in the New Delhi Area, India. Over four years, he provided investment counseling services, guided clients in financial planning, and facilitated access to a range of investment products. His role required a deep understanding of capital markets and customer relationship management.
Educational Background
Baneet Singh holds an MBA in International Business and Finance from Amity Business School Noida, completed between 2004 and 2006. Additionally, he earned a B.Com in Costing and Taxation from Symbiosis College of Arts & Commerce, from 2001 to 2004. His academic training has provided a strong foundation in finance, taxation, and international business, equipping him for a successful career in financial services.
Expertise in Financial Services
Baneet Singh has extensive expertise in channel management and distribution of financial products. He is skilled in customer relationship management, capital markets, business development, and sales. Throughout his career, he has demonstrated a proven track record in developing business opportunities and driving sales growth in various roles across multiple financial institutions.