Sorabh Kumar

Ontario Mortgage Agent (Level 1 Certified – REMIC) and MBA graduate with proven experience in financial product sales and client relationship management at Neo Financial, consistently meeting and exceeding sales targets in both remote and in-person environments. Skilled in mortgage advisory, client pre-qualification, business development, and community engagement — with a track record of building lasting client connections and generating referral pipelines. Committed to CIBC's values of accountability and cooperation, and driven to help clients in the GTA achieve their dream of home ownership through tailored mortgage solutions.

Sales Representative - Neo Financial - Toronto, ON

(2026-03)

• Deliver tailored financial product advice to 40–60+ clients per shift in both in-person and remote settings, identifying needs and recommending best-fit banking and credit solutions — mirroring the consultative approach required for mobile mortgage advisory
• Build and nurture a growing portfolio of repeat clients through personalized follow-up and relationship-based selling, driving referrals and long-term loyalty consistent with CIBC's client engagement model
• Generate new client leads through proactive outreach, community-level interactions, and partnership with internal teams — directly translating to business development and realtor-network building skills
• Implement individual sales plans to consistently achieve and exceed monthly targets, demonstrating a results-oriented, client-centered approach aligned with CIBC Mobile Mortgage Advisor expectations
• Pre-qualify clients for financial products by assessing income, employment, and credit profiles — applying the same analytical framework used in mortgage pre-qualification and home financing consultations
• Maintain full compliance with FINTRAC, KYC, and confidentiality standards while managing sensitive client financial data in CRM systems, ensuring accountability at every client touchpoint

Customer Service Representative - Farm Boy - Toronto, ON

(2025-10 - 2026-03)

• Fostered strong client relationships through direct personal engagement, resolving 30+ inquiries per shift with a first-contact resolution approach and earning consistent positive customer feedback
• Participated in team-level community initiatives and collaborated cross-functionally to support smooth daily operations, developing community networking habits transferable to mortgage lead generation
• Processed financial transactions with zero discrepancies over a 6-month tenure, reinforcing attention to detail and accuracy in financial documentation
• Onboarded and trained 2 new team members on service protocols, demonstrating leadership, cooperation, and commitment to team performance — core values aligned with CIBC's culture

Master of Business Administration - MBA - International Business University (2024-09 - 2026-04)

Bachelor of Commerce - B.Com - Kurukshetra University (2011-07 - 2015-05)