Ravi Gupta
About Ravi Gupta
Ravi Gupta is a Financial Service Representative II at CIBC with over a decade of experience in the banking industry, holding multiple degrees in finance and business management.
Current Position at CIBC
Ravi Gupta is currently working as a Financial Service Representative II at the Canadian Imperial Bank of Commerce (CIBC) since 2021. Based in Duncan, British Columbia, Canada, he utilizes his extensive background in finance to assist clients with their banking needs. His role involves providing financial advisory services, managing client portfolios, and engaging in business development initiatives.
Previous Role at HeadStartt Marketing Inc.
In 2020, Ravi Gupta worked as a Financial Analyst Intern at HeadStartt Marketing Inc. in Vancouver, British Columbia, Canada. Over the course of three months, he honed his analytical skills, engaging in financial analysis and supporting marketing initiatives. This internship allowed him to blend his expertise in finance with marketing strategies, contributing to the development of comprehensive financial plans for the company's clients.
Experience at Fibonacci Advisors
Ravi Gupta served as a Portfolio Manager - Key Clients at Fibonacci Advisors from 2018 to 2019 for one year in the New Delhi Area, India. In this role, he focused on managing portfolios for high-net-worth clients, utilizing his proficiency in finance to optimize investment strategies. His responsibilities included client relationship management and providing personalized financial advisory services to enhance clients' investment portfolios.
Role at Standard Chartered Bank
From 2011 to 2017, Ravi Gupta worked as a Relationship Manager-Priority Banking at Standard Chartered Bank in the New Delhi Area, India. Over a span of six years, he specialized in managing relationships with priority banking clients, addressing their financial needs, and offering tailored banking solutions. His role involved business development, enhancing client satisfaction, and maintaining a robust portfolio of priority clients.
Academic Background and Qualifications
Ravi Gupta has an impressive academic background with several qualifications. He earned an MBA in Accounting and Business/Management from Vancouver Island University (2019-2021), a Post Graduate Diploma in Planning and Entrepreneurship from the Indian Institute of Planning and Management (2006-2008), an MBA in Finance, General from the International Management Institute, Brussels, Belgium (2006-2008), and a Bachelor of Commerce (BCom) from S.D. College, Panipat (2000-2003). Additionally, he completed his intermediate studies in Commerce at Hindu Senior Secondary School (1998-2000).