Neeraj S.
About Neeraj S.
Neeraj S. is an Associate Investment Representative at CIBC Investor Services Inc. with extensive experience in finance and customer service across multiple countries.
Title
Neeraj S. currently holds the position of Associate Investment Representative at CIBC Investor Services Inc. He has been in this role since 2019 and is based in the Toronto, Canada Area.
Career Background
Neeraj S. has an extensive background in financial services, having held various positions over more than a decade. His career began at Kotak Mutual Fund in 2008 as an Investor Relations Executive. He later moved to GE Capital Business Process Management Services, then held roles at Genpact, Deutsche Bank, PROBE Group, and illion. His experiences span roles in customer services, debt collection, and private wealth management.
Current Role at CIBC Investor Services Inc.
In his current role at CIBC Investor Services Inc., Neeraj S. serves as an Associate Investment Representative. He is responsible for assisting clients with online trades for various financial instruments, including equities, mutual funds, bonds, GICs, and money market funds. He also resolves complex service issues and escalates them when necessary.
Educational Background
Neeraj S. has a strong educational foundation in finance. He earned a Graduate Diploma in Applied Business Studies from Whitireia Community Polytechnic in 2015 and a Post Graduate Diploma in Business Administration from Symbiosis Centre for Distance Learning in 2013. He also holds a degree in Business/Commerce, General, from Delhi University, completed in 2007.
Professional Achievements
During his tenure from 2018 to 2019 at CIBC Investor Services Inc., Neeraj S. transferred over CAD 250K worth of assets into Investors’ Edge accounts, achieving nearly 65% of the target within six months. His role also involved frequent interaction with IFIC/IIROC licensed financial advisors and other financial professionals to support customer needs and resolve queries.