Vinod Bhasin
About Vinod Bhasin
Vinod Bhasin is a Financial Services Representative at CIBC with extensive experience in managing client portfolios and a strong background in finance and business administration.
Current Position at CIBC
Vinod Bhasin currently serves as a Financial Services Representative at CIBC in Edmonton, Alberta, Canada. In this role since 2020, he is involved in managing client portfolios, including mutual funds, stocks, pension plans, and retirement plans. This position demands a high level of expertise in identifying potential risk factors and developing solutions to maximize revenue growth.
Previous Roles
Before his current role, Vinod Bhasin worked at CIBC as a Customer Service Representative for 8 months in 2020 in Edmonton, Alberta, Canada. He has also worked at Walmart as a Customer Service Representative since 2017 in Edmonton, Canada Area. His earlier experience includes a position as a Financial Advisor at Western Union in India from 2015 to 2016, where he gained valuable insights into the financial advisory sector.
Education and Academic Background
Vinod Bhasin has an extensive academic background in finance and business. He earned a Master of Business Administration (MBA) in Finance & Marketing from Punjab Technical University, completing the program from 2013 to 2015. He also studied International Business and Finance at the Northern Alberta Institute of Technology (NAIT) from 2017 to 2018. Additionally, Bhasin holds a Bachelor in Commerce in Accounting and Finance from Punjab University, Chandigarh. He has complemented his education by completing the Investment Funds in Canada accreditation from the Canadian Securities Institute.
Skills and Expertise
Vinod Bhasin possesses a wide range of skills and expertise in finance and client management. He has considerable experience in managing diversified investment portfolios and is adept at compliance with the Anti-Money Laundering Act. His capability extends to areas such as International Finance, Credit Management, Business Statistics, Security Analysis, and Sales Management. Importantly, he excels at conveying complex technical information in an accessible manner to clients, aiding them in making informed financial decisions.