Sonia Gupta
About Sonia Gupta
Sonia Gupta is a Mortgage Specialist at CIBC and a Banking Advisor at RBC, with a background in Business Administration from York University.
Current Role at CIBC
Sonia Gupta has been working at CIBC as a Mortgage Specialist since 2018. Located in Toronto, Ontario, Canada, she brings extensive expertise in residential mortgages to her role. Her position involves providing clients with tailored mortgage solutions, leveraging her in-depth knowledge of the housing market and mortgage products. By assisting clients in navigating the complexities of the mortgage process, she ensures they receive the most suitable financial options for their home-buying needs.
Previous Role at RBC
Before her current role at CIBC, Sonia Gupta served as a Banking Advisor at RBC starting in 2017. During her tenure, she was responsible for providing a range of financial advisory services. Her role involved assisting clients with investment strategies and financial planning, utilizing her robust background in financial advisory and investments. This experience allowed her to hone her skills in managing client portfolios and offering comprehensive financial solutions.
Educational Background
Sonia Gupta pursued her studies at York University, where she earned a Bachelor of Commerce (BCom) degree in Business Administration, Management and Operations from 2014 to 2018. Her academic background provided her with a strong foundation in business principles, management strategies, and operational efficiencies. This education has equipped her with the necessary skills to excel in the financial services industry and contribute effectively in her professional roles.
Expertise in Residential Mortgages
Sonia Gupta's expertise in residential mortgages is a cornerstone of her career. As a Mortgage Specialist at CIBC, she applies her specialized knowledge to assist clients in selecting the best mortgage options. This expertise is crucial in helping clients understand their mortgage terms, interest rates, and repayment plans. Her ability to effectively communicate complex financial information ensures clients are well-informed and confident in their decisions.
Skills in Business Development
Sonia Gupta has demonstrated significant skills in business development throughout her career. Her capacity to expand client relationships and grow the customer base is evident in her professional roles. By identifying potential opportunities and enhancing client engagement, she contributes to the overall growth and success of the organizations she works with. These skills not only support her primary responsibilities but also foster long-term client loyalty and satisfaction.