Manu Sharma
About Manu Sharma
Manu Sharma is the Manager Client Advice at CIBC with over 14 years of experience in financial services, specializing in complex deal life cycles and process management.
Current Position and Responsibilities at CIBC
Manu Sharma holds the position of Manager Client Advice at CIBC since 2021, where he manages client relationships and provides strategic financial advice. He is also serving as a Senior Financial Services Representative at CIBC since 2018, based in Langley, British Columbia, Canada. His role involves offering a range of financial services to clients, ensuring their financial planning needs are comprehensively addressed.
Previous Work Experience
Manu Sharma has a diverse career background. He worked at Rogers Communications as a Customer Consultant in Vancouver, Canada, for three months in 2018. Prior to that, he was the Regional Head - Sales for ICICI Bank Ltd in Karnal from 2012 to 2017. His earlier roles include Manager at IndusInd Bank from 2011 to 2012 in the Chandigarh Area, Branch Manager at TATA CAPITAL from 2010 to 2011, Sr. Manager at FCH Centrum Direct Ltd from 2009 to 2010, and Marketing Manager at HDFC Bank LTD (CBOP- FES) from 2006 to 2009.
Educational Background and Certifications
Manu Sharma has an extensive educational background in financial services and sales & marketing. He completed a Financial Planning I course at the Canadian Securities Institute in 2020, Personal Financial Service Advice in 2019, and IFIC in 2018. Additionally, he earned a Postgraduate degree in Sales & Marketing from IIM Lucknow between 2011 and 2012, and an MBA in Sales & Marketing from Punjab Technical University from 2007 to 2009.
Expertise and Core Competencies
With over 14 years of experience, Manu Sharma's expertise spans various aspects of financial services, including Trade & Forex, LC, Forwards and Derivatives, Business Loans, and Remittances. He specializes in leading complex deal life cycles from inception through implementation. His strong analytical, problem-solving, and organizational abilities enable him to establish and manage entire processes effectively, focusing on bottom-line profitability. Sharma excels in strategy making, implementation, and marketing of products and campaigns.