Sakshi Gulati
About Sakshi Gulati
Sakshi Gulati is a Sr. Accounts Processing Officer at CIBC with extensive experience in Canadian Capital Market Operations and a background in banking and securities.
Current Role at CIBC
Sakshi Gulati is currently employed at CIBC as a Sr. Accounts Processing Officer. She has been in this role since 2018 and works in the Toronto, Canada Area. Her responsibilities include overseeing account processing tasks and ensuring accuracy and compliance with financial regulations.
Portfolio Administration at CIBC Capital Markets
Since 2020, Sakshi Gulati has been serving as a Portfolio Administrator at CIBC Capital Markets, located in Toronto, Ontario, Canada. In this role, she is responsible for managing portfolios, ensuring compliance with market regulations, and facilitating efficient financial transactions.
Previous Experience at Axis Bank
Sakshi Gulati has notable experience at Axis Bank, where she worked as an Operations Manager from 2008 to 2016 in the New Delhi Area, India. Over these eight years, she managed various operational functions, ensuring smooth banking operations and customer satisfaction.
Early Career at ICICI Bank and South Indian Bank
Early in her career, Sakshi Gulati worked at ICICI Bank as an Assistant Manager in 2008 for six months. Prior to that, she served as a Bank Teller at South Indian Bank from 2004 to 2008 in the New Delhi Area, India, handling customer transactions and other banking tasks.
Educational Background
Sakshi Gulati has a solid educational foundation. She obtained her Bachelor's degree in Business/Commerce from Delhi University, completing her studies from 1999 to 2002. In 2020, she furthered her education at the Canadian Securities Institute, achieving the Canadian Securities Course (CSC).
Skills and Expertise
Sakshi Gulati possesses extensive experience in Canadian Capital Market Operations, with a strong focus on the banking and securities domain. She is known for her strong communication skills, problem-solving attitude, and adaptability to dynamic environments. Her organizational skills are crucial for managing complex portfolio administration tasks.