Gurjot Singh Aubi

Sales Engineer at CapIntel

Gurjot Singh Aubi's work experience includes serving as a Sales Engineer at CapIntel since January 2022. In this role, they help investment sales professionals and enterprises improve their sales process by utilizing the platform to model investment comparisons, create compelling proposals, and track compliance checkpoints.

Prior to this, Gurjot worked as a Personal Banker at BMO Financial Group from December 2018 to December 2021. Their responsibilities involved prospecting and advising clients on BMO's product portfolio, leading contract negotiations, and ensuring customer satisfaction.

Before joining BMO, Gurjot served as a Customer Service Representative at CIBC from December 2017 to November 2018. In this role, they managed client accounts, introduced new products and services, and collaborated with internal teams to generate sales contacts.

Additionally, Gurjot has experience as a Manager Accounts at Spaze Towers Pvt. Ltd. in 2015, where they oversaw sales forecasting and performance reporting. Gurjot Singh also worked as an Analyst at Aon Hewitt from April 2014 to June 2015, and as a Senior Executive Finance at Spaze Towers Pvt. Ltd. from August 2013 to March 2014.

Gurjot started their career as an intern at Spaze Towers Pvt. Ltd. in May 2010, where they gained hands-on experience in finance.

Overall, Gurjot Singh Aubi has a diverse background in sales, banking, customer service, and finance, with a focus on delivering exceptional customer experiences and driving business growth.

Gurjot Singh Aubi has a diverse education history spanning across different institutions and fields of study. In 2016 to 2017, Aubi attended George Brown College, where they pursued a degree in Marketing in Financial Service. Prior to that, from 2015 to 2016, they also studied at George Brown College, focusing on becoming a Financial Planner.

In 2010 to 2013, Aubi attended Delhi University, where they obtained a Bachelor of Arts (Honors) degree in Business Economics. Their field of study during this time was International Finance & Investment Management. Before attending university, from 1998 to 2010, they attended Mount St. Mary's School, where they completed their grade education.

In addition to their formal education, Aubi has also obtained several certifications. In January 2023, they earned the AZ-900 Microsoft Azure Fundamentals certification from A Cloud Guru | A Pluralsight Company. In the same month, they also completed a certification course titled "Nano Tips to Build Grit for Mental Toughness" at LinkedIn. In March 2020, Aubi obtained certifications in "Decision-Making and Scenarios" and "Fundamentals of Quantitative Modeling" from The Wharton School. Additionally, in March 2020, they completed a course on "Programming for Everybody (Getting Started with Python)" at the University of Michigan. Aubi also holds the CFA - I certification from CFA Institute, which they obtained in December 2019. Lastly, in January 2017, they completed the Canadian Securities Exam offered by the Canadian Securities Institute.

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Timeline

  • Sales Engineer

    January, 2022 - present