Karan Dandia, MBA, Ific, Pfsa
About Karan Dandia, MBA, Ific, Pfsa
Karan Dandia is a Financial Services Representative at CIBC with extensive experience in banking and finance, including roles at President's Choice Financial and IDBI Bank.
Current Position at CIBC
Karan Dandia currently serves as a Financial Services Representative at CIBC in Milton, Ontario, Canada. He has been in this position since 2020. In this role, he specializes in credit risk assessment and approval, offering expertise in recommending business loans, consumer loans, and mortgages. His analytical skills and ability to build strong relationships help him support the branch's financial health and customer satisfaction.
Previous Roles at President's Choice Financial and IDBI Bank
Before joining CIBC, Karan worked as a Payments and Rewards Representative at President's Choice Financial in the Greater Toronto Area for 8 months in 2020. Prior to that, he worked extensively with IDBI Bank in India. From 2011 to 2019, he served as a Business Banking Manager in New Delhi, managing branch banking operations and implementing revenue-generating strategies. From 2008 to 2011, he was a Relationship Manager in Retail Banking, focusing on customer relationship management and retail banking operations.
Educational Background
Karan's educational journey began at Bhartiya Vidya Bhawans, Vidyashram, Jaipur, where he completed his schooling in Business/Commerce. He earned a Bachelor's degree in Business/Commerce from the University of Rajasthan from 2000 to 2003, followed by a Master's degree in Economic Administration and Financial Management from the same university from 2003 to 2005. He obtained his MBA in Business, Management, Finance, Marketing, and Related Support Services from R. A. Podar Institute of Management between 2006 and 2008. Finally, he studied Investment Banking at ICFAI University and achieved a Post Graduate Diploma from 2007 to 2008.
Skills and Expertise
Karan Dandia has extensive expertise in credit risk assessment, data analysis, and branch banking operations. His skills include recommending business loans, consumer loans, and mortgages based on rigorous credit risk assessment. He has a track record of building strong relationships with stakeholders, which helps achieve organizational goals. His experience in developing and implementing revenue-generating and business promotion strategies has been integral to the success of the institutions he has worked for.