Simarjeet Kaur
About Simarjeet Kaur
Simarjeet Kaur is an Associate Investment Representative at CIBC with extensive experience in the banking and financial sectors, having worked in various roles across multiple institutions in India and Canada.
Title and Current Position
Simarjeet Kaur is currently serving as an Associate Investment Representative at CIBC in Toronto, Ontario, Canada. She began this role in 2020. In this position, she facilitates investment transactions and provides advisory services to clients, leveraging her extensive experience in the financial sector.
Previous Roles at CIBC
Simarjeet Kaur has held multiple roles at CIBC prior to her current position. In 2020, she worked as a Sales And Service Specialist for 8 months. Additionally, from 2019 to 2020, she served as a Customer Service Representative for 7 months. Her responsibilities in these roles included handling customer inquiries, assisting with financial transactions, and providing personalized banking solutions.
Career in Banking and Financial Services
Before joining CIBC, Simarjeet Kaur gained valuable experience in various financial institutions. From 2017 to 2019, she worked as a Marketing Officer at Punjab National Bank in Patiala, Punjab, India. Prior to that, she was a Relationship Manager at IndusInd Bank in Mohali for 4 months in 2016-2017. Additionally, she held the position of Sales Manager at ICICI Prudential Life Insurance Company Limited in 2016 for 3 months and served as a Management Trainee at the same company from 2015 to 2016 for 11 months.
Educational Background
Simarjeet Kaur has a strong academic background in business and science. She earned her Master of Business Administration (MBA) in Business Administration and Management from the University Business School, Panjab University from 2013 to 2015. She also holds a Bachelor of Science (BS) in Chemistry from Panjab University, completed between 2009 and 2012.
Skills and Expertise
Simarjeet Kaur possesses expertise in forecasting and strategic planning, crucial skills in the banking sector. Her proficiency in monitoring trends and capitalizing on emerging opportunities demonstrates her adaptability to market changes. Additionally, she has developed skills in marketing plan development, which enable her to create effective strategies for promoting financial products.