Amandeep Kaur
Laval,CANADA
Summary
Analytical, self-motivated and result-oriented Financial Services Representative with 7+ years of experience in providing services such as Wealth Management,Client Relationship Management, Foreign Exchange and Retail Banking Operations and financial adviser services to wide range of international clients. Expertise in finance and investment industry with good understanding of investment practices and financial products.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
ICICI Bank
Chandigarh, INDIA
05.2022 - 09.2022
- Developed strategies for increasing customer satisfaction levels and improving service quality.
- Analyzed financial data and prepared reports on the branch's performance for senior management.
- Monitored daily operations of the branch including sales, customer service, inventory control.
- Maintained a positive relationship with customers by responding promptly to inquiries or complaints.
- Resolved customer issues effectively in order to maintain strong customer relationships.
- Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
- Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
NRI Relationship Manager
ICICI BANK
Patiala, INDIA
04.2020 - 04.2022
- Responsible for handling a portfolio of over 450 NRI customers with a total business size of over 410 Million INR.
- Responsible for developing and expanding the ICICI Customer family, by providing unique, fair and optimum solutions considering the evolving needs of our customers.
- Provide services for across products like retail loans, business loans, working capital financing, Mutual Funds, foreign exchange, credit cards and a whole lot more.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
Investment Advisor
ICICI Bank
Patiala, INDIA
10.2017 - 03.2020
- Analyzed client's financial situations, objectives and risk tolerance to develop investment strategies.
- Identified potential investments and opportunities for clients according to their individual needs.
- Provided comprehensive financial advice on retirement planning, estate planning, tax strategies, mutual funds,insurance coverage and other areas of personal finance.
- Monitored the performance of existing portfolios and recommended changes when necessary.
- Conducted research on the markets and available products in order to make informed decisions regarding investments.
- Created reports outlining current market conditions, asset allocation trends and portfolio performance reviews for clients.
- Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
Personal Banker
ICICI Bank
Patiala, INDIA
08.2016 - 09.2017
Front Desk Staff
ICICI Bank
Amritsar, INDIA
08.2015 - 08.2016
Education
Master of Business Administration - Finance
Punjabi University Patiala
05.2015
Post Graduation Diploma in Computer Applications -
Punjabi University Patiala
05.2012
Skills
- Compliance Management
- Conflict resolution expert
- Teamwork
- Investment Management
- Excellent Communicator
- Time Management
- Results-Oriented
- Wealth Management services
Certification
- IFIC - Investment Funds in Canada.
- NISM - National Institute Of Securities Markets.
Accomplishments
- Certificate of Appreciation for exemplary performance in NFO Mutual Funds (2022).
- Certificate of Appreciation for winning "Inward wire Challenge" (2021).
- Award of Excellence for term deposit by MS DHONI (Pan India Event 2019).
- Certificate of Excellence in recognition of exemplary performance in ERV Business by ED (2018).
- Award of Excellence for performance in Mutual Fund Beat your Best (Pan India Event 2018).
- Award of Excellence for excellent performance in Life Insurance (I ELITE CROSSOVER 2017).
Timeline
Assistant Branch Manager
ICICI Bank
05.2022 - 09.2022
NRI Relationship Manager
ICICI BANK
04.2020 - 04.2022
Investment Advisor
ICICI Bank
10.2017 - 03.2020
Personal Banker
ICICI Bank
08.2016 - 09.2017
Front Desk Staff
ICICI Bank
08.2015 - 08.2016
Master of Business Administration - Finance
Punjabi University Patiala
Post Graduation Diploma in Computer Applications -
Punjabi University Patiala
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