Radhika Mhatre
About Radhika Mhatre
Radhika Mhatre is a Financial Services Representative II at CIBC with a strong background in the Indian financial services industry, specializing in portfolio management and client financial needs.
Company
Radhika Mhatre is currently employed at CIBC, located in Toronto, Ontario, Canada. She holds the title of Financial Services Representative II and has been with the company since 2021. CIBC, or Canadian Imperial Bank of Commerce, is a major Canadian bank providing a range of financial products and services to individual, small business, commercial, corporate, and institutional clients.
Title
Radhika Mhatre holds the title of Financial Services Representative II at CIBC. In this role, she is responsible for providing tailored financial advice and services to clients, assisting with banking transactions, and offering solutions to meet the financial goals of CIBC's diverse customer base.
Previous Work Experience
Radhika Mhatre has a rich history of work experience in the financial sector, with roles across several organizations. She served as an AC Banking Advisor Intern at RBC in Mississauga, Ontario, Canada in 2020 for 2 months. Prior to that, she was a Customer Engagement Manager at ICICI Prudential AMC Ltd in Mumbai, India from 2016 to 2020. She also worked as an Investment Advisor at Motilal Oswal Financial Services Ltd in Mumbai, India from 2014 to 2016, and as an Intern at Siemens Enterprise Communications in 2013 for 1 month.
Education and Expertise
Radhika Mhatre holds a Master of Business Administration (MBA) in Financial Markets from Indira Gandhi National Open University (IGNOU), completed in affiliation with the Bombay Stock Exchange (BSE) Institute Limited. She also possesses a Bachelor's degree in Commerce from the University of Mumbai, earned between 2008 to 2011. Additionally, she completed a Financial Services Connection at Ryerson University in 2020. Her educational background has provided her with deep expertise in financial markets, financial planning, and investment advisory.
Background
Radhika Mhatre has been actively involved in the financial services industry since 2013. She has developed a strong background in portfolio and team management through her roles in the Indian financial services sector. Her work spans several notable companies, providing her with diverse experience in client financial needs and advisory services.