Manish Patel
About Manish Patel
Manish Patel is a Sr. Financial Services Representative at CIBC in Brampton, Ontario, Canada, with a background in banking and financial services.
Current Position at CIBC
Manish Patel currently holds the position of Senior Financial Services Representative at CIBC in Brampton, Ontario, Canada. Since his appointment in 2020, he handles various responsibilities including client advisory, financial planning, and sales within the banking sector. His role emphasizes the importance of customer relationship management, ensuring that clients receive top-notch financial services tailored to their unique needs.
Previous Roles at CIBC
Before his current role, Manish Patel served as a Financial Services Representative II at CIBC from 2018 to 2020. Additionally, he was a Personal Banking Representative & Mutual Fund Representative at CIBC from 2012 to 2018. In these roles, Patel developed strong expertise in personal banking and mutual fund management, contributing to his comprehensive understanding of the financial services landscape.
Early Career in Financial Services
Manish Patel began his financial services career as a Sales Representative for Direct Sales Force, a financial partner of CIBC Bank Ltd., from 2010 to 2012 in Toronto, Canada. This initial experience allowed Patel to refine his sales skills and understand the intricacies of financial products and customer service within the banking industry.
Educational Background
Manish Patel holds a Diploma in Banking and Financial Support Services from Everest College in Toronto, Canada, where he studied from 2009 to 2010. Additionally, he earned a Bachelor of Science in Mathematics from Gujarat University. His educational background laid a strong foundation for his career in the financial services industry, equipping him with the necessary theoretical knowledge and practical skills.
Professional Skills and Recognition
Manish Patel is recognized for his proven track record of success in the banking sector, earning multiple awards for outstanding performance. He combines advanced sales expertise with strategic insights, playing a crucial role in business development. Patel's leadership abilities enable him to effectively lead teams towards common goals, while his detail-oriented approach ensures high-quality outcomes in both independent and collaborative settings.