Siddhi Sharma

Siddhi Sharma Email and Phone Number

Universal Banker @ CIBC | Investment Advisor, Financial Planning @ CIBC
toronto, ontario, canada
Siddhi Sharma's Location
Toronto, Ontario, Canada, Canada
About Siddhi Sharma

I have a diploma in Hospitality Administration/Management from Centennial College School of Hospitality, Tourism and Culinary Arts, where I learned the fundamentals of hospitality operations, customer service, and business management. I am currently a Universal Banker at CIBC, where I provide comprehensive financial advice and solutions to clients across various segments and channels. I have also obtained the Investment Advisor certification from IFSE Institute, which demonstrates my knowledge and competency in investment products and services.In my previous role as a Financial Services Representative at CIBC, I interviewed clients to determine their income, expenses, financial objectives, and risk tolerance, and developed successful financial plans for them. I also provided guidance on investment and lending products, and assisted clients to build their financial profiles. I was able to leverage my communication, problem solving, and presentation skills, as well as my empathy and relationship-building abilities, to achieve high levels of customer satisfaction and retention. As part of a diverse and collaborative team, I contributed to the growth and performance of the branch and the organization. I am motivated by helping people achieve their financial goals and dreams, and I am always eager to learn new skills and take on new challenges. I believe that I can bring a unique perspective and experience to any team, as I have a background in hospitality and a passion for customer service and financial planning.

Siddhi Sharma's Current Company Details
CIBC

Cibc

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Universal Banker @ CIBC | Investment Advisor, Financial Planning
toronto, ontario, canada
Website:
cibc.com
Employees:
34212
Siddhi Sharma Work Experience Details
  • Cibc
    Universal Banker
    Cibc May 2023 - Present
    North York, Ontario, Canada
  • Cibc
    Financial Services Representative
    Cibc Aug 2021 - May 2023
    Toronto, Ontario, Canada
    -Interviewed clients to determine income, expenses, financial objectives andrisk tolerance in order to develop successful financial plans.- Providing right empathy to clients to built long lasting relationship.- Providing right guidance for investment, lending products andassisting clients to build amazing financial profile.- Managing more than four applications at one time tolocate right information.- following all management training andLearning.
  • Baskin Robbins
    Manager
    Baskin Robbins Jan 2019 - Feb 2021
    Toronto, Ontario, Canada
    About: Baskin n Robbins is a multinational chain providing ice cream and cake specialty services. My role duties included and were not limited to : - Achieved high level of interpersonal skills. - Resolving customer issues with reach customer satisfaction.- Training new employees and monitoring team of total 9 associates.- Managing all baking operations professionally.
  • Hellofresh
    Inside Sales Representative
    Hellofresh Jan 2019 - Mar 2019
    North York, Ontario, Canada
    Hello Fresh is a meal kit company based in German providing different types of meals around the world.Responsibilities as Sales representative includes : - Resolving customer problems with the subscription. - recommending meal plans suited for the client lifestyle. - Contacted Potential Clients to capitalize on sales opportunity.

Siddhi Sharma Skills

Leadership Microsoft Office Teamwork Management Solution Selling Social Media Communication Problem Solving Microsoft Excel Public Speaking Team Leadership Time Management Creativity Skills Customer Service Strategic Planning Training And Development Retail Sales Sales Management

Siddhi Sharma Education Details

  • Centennial College School Of Hospitality, Tourism And Culinary Arts
    Centennial College School Of Hospitality, Tourism And Culinary Arts
    Hospitality Administration/Management

Frequently Asked Questions about Siddhi Sharma

What company does Siddhi Sharma work for?

Siddhi Sharma works for Cibc

What is Siddhi Sharma's role at the current company?

Siddhi Sharma's current role is Universal Banker @ CIBC | Investment Advisor, Financial Planning.

What schools did Siddhi Sharma attend?

Siddhi Sharma attended Centennial College School Of Hospitality, Tourism And Culinary Arts, Presidium School.

What skills is Siddhi Sharma known for?

Siddhi Sharma has skills like Leadership, Microsoft Office, Teamwork, Management, Solution Selling, Social Media, Communication, Problem Solving, Microsoft Excel, Public Speaking, Team Leadership, Time Management.

Who are Siddhi Sharma's colleagues?

Siddhi Sharma's colleagues are Emerald Gibson, Sonal Mathur, Kenrick Ayow, Lyndsay Casey, Mehul Behar, Lakshmi Sudharma Kumar, Lakshita Bajaj.

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