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Shounak De Email & Phone Number
Financial Services Advisor
at
CIBC
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Services Advisor
Location
Belleville, Ontario, Canada
Company size
Who is Shounak De? Overview
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Quick answer
Shounak De is listed as Financial Services Advisor at CIBC, a with 45698 employees, based in Belleville, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Shounak De.
Shounak De previously worked as Assistant Manager - Technical Sales at Glentel Inc. and Technical Sales Consultant at Glentel Inc.. Shounak De holds Postgraduate Course, Global Business Management, 82.20 from Loyalist College.
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CIBC
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Profile bio
About Shounak De
I am a result-oriented sales and marketing professional with over six and half years of experience in sales and marketing area, devising strategies to generate new business in the unit and region. I have hands-on experience in developing and expanding sales by prospecting and lead generation, thus increasing customer base and exceeding sales goals.Currently I hold a two year postgraduate in Global Business Management along with a MBA with dual specialization in Marketing and Finance and a Bachelors in Engineering !I have ability to handle all facets of units including: sales, marketing, pricing, training, inventory management, and vendor management. My expertise in devising and implementing marketing and sales strategies / techniques, and ensuring proper training of all employees as well as clients to provide product knowledge drive business growth in competitive environment.I always strive to grow market share by securing key clients and increase product distribution by using market segmentation, marketing mix and media marketing strategies.
Current workplace
Shounak De's current company
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Cibc
11 roles
Shounak De work experience
A career timeline built from the work history available for this profile.
Assistant Manager - Technical Sales
Current
Sep 2024 - Present
Technical Sales Consultant
Sep 2022 - Sep 2024
Technical Advisor Level Ii
Aug 2024 - Sep 2024
Agency Development Manager
★ Researching and identifying sales opportunity, generating leads, identifying target, classifying and segmenting them★ Contacting new customers and providing presentation or pitches outlining the benefits of the products and services by understanding client requirement and customizing the product / services as per their needs ★ Maintaining relationship with all potential and existing clients by ensuring proper servicing and after sales support to clients and various channels★ Data reporting to management by gathering and developing knowledge about current financial markets, insurance industry, business portfolios of Small and Medium Scale Enterprises, in-depth portfolio analysis, and various operational procedures★ Adherence of TAT for Insurance document services, activation of various new/non-active channels, business development with a keen focus on LR/CR
Jun 2019 - Aug 2022
Unit Sales Manager-Geo Structure
★ Researching and identifying sales opportunity, generating leads, identifying target, classifying and segmenting them★ Contacting new customers and providing presentation or pitches outlining the benefits of the products and services by understanding client requirement and customizing the product / services as per their needs ★ Maintaining relationship with all potential and existing clients by ensuring proper servicing and after sales support to clients and various channels★ Data reporting to management by gathering and developing knowledge about current financial markets, insurance industry, business portfolios of Small and Medium Scale Enterprises, in-depth portfolio analysis, and various operational procedures★ Adherence of TAT for Insurance document services, activation of various new/non-active channels, business development with a keen focus on LR/CR
Apr 2018 - Jun 2019
Senior Executive Corporate Marketing
Jun 2017 - Apr 2018
Executive Trainee
★ Researched and identified sales opportunity, generated leads, target identification and classification★ Tap on new customers and provided presentations or pitches outlining the benefits of product/ services by understanding their requirements★ Customized the product / services as per the requirement of client by analyzing their requirement★ Maintained relationship with all potential and existing clients★ Ensured proper servicing and after sales support to clients★ Prepared data reporting to management and gathered market intelligence
Jun 2016 - May 2017
Wealth Manager
★ Built effective working relationships with customers and UHNI clients through regular meetings and identified and developed new business opportunities★ Developed marketing campaigns to support sales strategy to generate new business and raise awareness of other company products★ Selling Portfolio Management Services (PMS), Mutual Funds, Insurance, Reserved Equity /Private Equity Funds & other wealth management services
Feb 2016 - May 2016
Summer Intern - Financial Analyst / Business Consultant
★ Analyzed the international commodity market, currency derivative market to minimize risk and maximize gains also developed knowledge in global financial market as well as marketing skills★ Acquired and maintained portfolio of clients, trained and advised individuals on investment decisions, tested the trading strategies and executed the traders on behalf of clients
Apr 2015 - Oct 2015
Summer Internship - Programming In Core Java
★ Successfully completed a course on Core Java★ Worked on a project on Online Call Center Management
Jun 2011 - Jul 2011
Team & coworkers
Colleagues at CIBC
Other employees you can reach at cibc.com. View company contacts for 45698 employees →
JF
Jing Fan
Colleague at CibcToronto, Ontario, Canada
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PC
Paul Camilleri, Pmp
Colleague at CibcToronto, Ontario, Canada
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SK
Sohrab Khan
Colleague at CibcCanada
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LP
Laxmi Priya
Colleague at CibcToronto, Ontario, Canada
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JH
Jim Hu
Colleague at CibcMarkham, Ontario, Canada
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SR
Stephen Redding
Colleague at CibcCanada
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MG
Melchor Gonzales Ronquillo
Colleague at CibcChicago, Illinois, United States
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YS
Yalini Sutharsan
Colleague at CibcToronto, Ontario, Canada
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RS
Rabia Shakil
Colleague at CibcGreater Toronto Area, Canada
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RS
Rokan Siva
Colleague at CibcGreater Toronto Area, Canada
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Jing Fan
Colleague at CibcToronto, Ontario, Canada
View →
PC
Paul Camilleri, Pmp
Colleague at CibcToronto, Ontario, Canada
View →
SK
Sohrab Khan
Colleague at CibcCanada
View →
LP
Laxmi Priya
Colleague at CibcToronto, Ontario, Canada
View →
JH
Jim Hu
Colleague at CibcMarkham, Ontario, Canada
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SR
Stephen Redding
Colleague at CibcCanada
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MG
Melchor Gonzales Ronquillo
Colleague at CibcChicago, Illinois, United States
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YS
Yalini Sutharsan
Colleague at CibcToronto, Ontario, Canada
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RS
Rabia Shakil
Colleague at CibcGreater Toronto Area, Canada
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RS
Rokan Siva
Colleague at CibcGreater Toronto Area, Canada
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6 education records
Shounak De education
Postgraduate Course, Global Business Management, 82.20
Pgpbm, Marketing & Finance, First Class
Master Of Business Administration (M.B.A.), Marketing & Finance, First Class
Bachelor Of Technology(Engineering) - Btech, Information Technology, First Class
High School
Education record
FAQ
Frequently asked questions about Shounak De
Quick answers generated from the profile data available on this page.
What company does Shounak De work for?
Shounak De works for CIBC.
What is Shounak De's role at CIBC?
Shounak De is listed as Financial Services Advisor at CIBC.
Where is Shounak De based?
Shounak De is based in Belleville, Ontario, Canada while working with CIBC.
What companies has Shounak De worked for?
Shounak De has worked for Cibc, Glentel Inc., Concentrix, Hdfc Ergo General Insurance, and Icici Lombard.
Who are Shounak De's colleagues at CIBC?
Shounak De's colleagues at CIBC include Jing Fan, Paul Camilleri, Pmp, Sohrab Khan, Laxmi Priya, and Jim Hu.
How can I contact Shounak De?
You can use AeroLeads to view verified contact signals for Shounak De at CIBC, including work email, phone, and LinkedIn data when available.
What schools did Shounak De attend?
Shounak De holds Postgraduate Course, Global Business Management, 82.20 from Loyalist College.
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