Randeep Bhamra
About Randeep Bhamra
Randeep Bhamra is a Senior Financial Services Representative at CIBC, specializing in small business financial solutions in Brampton, Ontario, Canada.
Current Title and Role
Randeep Bhamra currently serves as a Senior Financial Services Representative - Small Business at CIBC in Brampton, Ontario, Canada, since 2020. In this position, he manages a portfolio of high-net-worth small business clients and provides tailored financial solutions. His responsibilities involve engaging in meaningful conversations with both personal and small business clients to enhance relationship retention and offer comprehensive advice to help clients build profitable businesses.
Previous Positions
Before his current role, Randeep Bhamra held various positions in the financial services industry. From 2018 to 2020, he worked as a Universal Banker/Financial Services Representative II at CIBC in Mississauga, Ontario. Prior to that, he served as a Customer Contact Center Associate at BMO Financial Group for three months in 2018, also in Mississauga. He was a Branch Business Leader at YES BANK in Jalandhar, Punjab, India, from 2016 to 2017 and an Assistant Branch Manager at ICICI Bank in Amritsar, Punjab, India, in 2016 for seven months. From 2009 to 2014, Randeep worked at Axis Bank Limited as Manager/Operations Head and Operations Manager/Branch Head in Gurdaspur, Punjab. He began his career at HDFC Bank as a Teller Customer Service representative from 2007 to 2009 in Amritsar, Punjab.
Education and Certifications
Randeep Bhamra has a strong educational background in finance and related fields. He earned a Bachelor's degree in Information Technology from Guru Nanak Dev University in Amritsar from 2001 to 2004. Additionally, he has completed several certifications from the Canadian Securities Institute, including Financial Planning-1 and Personal Financial Service Advice in 2021, Certification in AML & Terrorist Financing for Banking Professionals in 2019, and Mutual Funds (IFIC) in 2018.
Professional Focus and Expertise
Randeep Bhamra focuses on providing comprehensive financial advice to small business clients. His expertise includes managing portfolios of high-net-worth clients and delivering tailored financial solutions. He actively engages with both personal and small business clients to build and retain relationships, ensuring their financial needs are met. His background in various financial roles across multiple banks equips him with the knowledge and skills to support his clients in building profitable businesses.