Rishabh Mehta
About Rishabh Mehta
Rishabh Mehta is a Financial Sales Representative at CIBC with over twelve years of experience in finance operations and sales service, particularly in Canadian Banking and Investments.
Current Role at CIBC
Rishabh Mehta is currently employed at CIBC as a Financial Sales Representative. He has held this position since 2020, operating within the Halifax, Canada Area. His responsibilities include managing client relationships, promoting financial products, and facilitating sales solutions tailored to client needs. His role entails leveraging his extensive financial knowledge to aid clients in achieving their financial goals.
Previous Experience in Financial Services
Rishabh Mehta has a solid background in the financial services sector. Before his current position, he worked at CIBC as a Financial Services Representative from 2019 to 2020. Prior to that, he amassed experience at Concentrix as a Financial Service Representative for three months in 2019. These roles involved providing financial advice, managing customer queries, and contributing to the overall service efficiency of the organizations.
Operational Leadership Experience
From 2013 to 2019, Rishabh Mehta served as the Head Of Operations at the Indian School of Business Management and Administration (ISBM). In this role, he oversaw operational functions, managed administrative tasks, and facilitated organizational efficiency. Additionally, from 2013 to 2016, he was the Corporate Sales and Customer Service Manager at ISBM, where he focused on sales strategy development and customer relationship management.
Educational Background
Rishabh Mehta holds multiple qualifications in diverse fields. He earned a Bachelor of Commerce (B.Com.) from the University of Mumbai (2007-2010) and a Master of Business Administration (M.B.A.) from the Indian School of Business Management and Administration (2010-2012). Additionally, he gained a Post Graduate Diploma in Payroll and Payroll Compliance Management from the National Academy of Indian Payroll (2014-2016), completed the Canadian Investments Funds Course at IFSE Institute (2020-2021), and pursued the Investment Foundations Course at CFA Institute (2019-2020).
Multilingual Proficiency
Rishabh Mehta is proficient in multiple languages, including English, Gujarati, Hindi, and Marathi. He is currently learning French. This linguistic versatility enables him to communicate effectively with a diverse clientele, enhancing his ability to provide tailored financial advice and services across different linguistic and cultural backgrounds.