Nakul Kaushal
About Nakul Kaushal
Nakul Kaushal is a Financial Services Representative at CIBC, with a background in business administration, banking, and customer service.
Current Position at CIBC
Nakul Kaushal is currently a Financial Services Representative at CIBC. His responsibilities include providing investment advice on various financial products, focusing on Canadian GICs and USD term deposits. He utilizes a comprehensive financial planning approach that covers cash management, credit planning, and wealth protection. Nakul also leverages technology to enhance client education and experience. He is based in 15173 Highway-10, where he strives to cultivate and maintain client relationships to maximize business opportunities and referrals.
Past Experience in Financial and Service Roles
Before joining CIBC, Nakul Kaushal held multiple positions in different industries. He worked as an Administrative Assistant at Guard Empire Security Services Ltd. in Vancouver, British Columbia for 10 months from 2020 to 2021. Prior to that role, he served as a Customer Service Manager at Tim Hortons in Surrey, British Columbia from 2019 to 2020. Nakul also gained experience in financial services as a Business Development Associate at Bank of Baroda in India for two years, from 2016 to 2018.
Educational Background and Qualifications
Nakul Kaushal has a robust educational background in business and finance. He earned a Master of Business Administration (MBA) in Business Administration and Management, General, from University Canada West in 2020. He also holds a Diploma of Education in Banking and Finance from the Indian Institute of Banking and Finance, completed in 2017. Earlier in his academic career, Nakul obtained a Bachelor's degree in Electrical, Electronics and Communications Engineering from Punjab Technical University, graduating in 2014.
Expertise in Client Relationship Management
Nakul Kaushal focuses on leveraging technology to improve client education and experience in financial services. His expertise includes providing comprehensive financial advice that encompasses cash management, credit planning, and wealth protection. Nakul's approach emphasizes the cultivation and maintenance of client relationships, aiming to maximize business opportunities and referrals. His extensive background in both customer service and financial advisory positions him well to meet diverse client needs.