Sunil Kumar, Cfp® Email and Phone Number

As an Imperial Service Advisor, I manage and grow portfolio of select CIBC Imperial Service clients, and help my clients to achieve their financial goals.

Opening new chequing & saving accounts, registered & non-registered investment accounts, mortgages, credit cards, loans, lines of credit.Managed client accounts; marketed and promoted services; developed new businessSupervised foreign exchange transactions, international money transfers and provided International banking services with our Correspondent bank.Advised clients regarding new and existing non-resident accounts in India.Worked as Assistant Branch Manager, administered day-to-day operations, handled payroll for the branch with ADP.Supervised cash handling by tellers and was joint custodian for overnight cashTrained, supervised and appraised staff performance, participated in the hiring processResponsible for the compliance of the Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA) & other policies at branch level.

Operational management of the branch, HRM as well as Business Development in Deposits, Advances. Also responsible for Compliance and Audit.

Business Process Re-engineering Implementation Team) in State Bank of India, Local Head Office, team member responsible for successful implementation of various BPR initiatives of the Bank across the states of Maharashtra & Goa. Identifying suitable locations, providing infrastructure, selection and training of suitable officers for the new roles, continuous monitoring of performance and providing feedback.

Joined the State Bank of India in April 2002, as Probationary Officer. Have experience in Retail Banking, Corporate Banking, Internet Banking, CRM and Credit, BPR & Branch management.

Worked as a Support Engineer for channel partner of Siemens India, dealing in HiComm Telecommunication systems.