Amandeep Kaur
Brampton,ON
Summary
Dynamic and detail-oriented retail sales supervisor with a Bachelor of Commerce degree and advanced certifications in Canadian Securities and Conduct and Practices Handbook. Over four years of combined experience in customer service and retail supervision, emphasizing strong interpersonal skills and leadership. Expertise in analyzing sales data, driving revenue growth, and ensuring adherence to financial transaction policies. Seeking to leverage academic background in financial planning and wealth management to transition into a role as a Financial Advisor.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Retail Sales Supervisor
Masters Tire
2022.11 - Current
- Leading a team of 6 sales associates, achieving a 70% increase in revenue year-over-year through effective coaching and sales strategy implementation.
- Managing financial transactions with precision, preparing for future roles in financial advising.
- Conducting regular training sessions on product knowledge and financial literacy, fostering a knowledgeable team.
Customer Service Representative
Masters Tire
2019.12 - 2022.11
- Maintained a 95% customer satisfaction rate by delivering high-quality service and resolving complaints promptly.
- Collaborated cross-functionally to enhance service delivery processes, reducing errors by 10%.
- Responded to customer requests for products, services, and company information.
Financial Planning and Wealth Management Intern
Sunlife Financials
2018.09 - 2018.12
- Assisted in developing over 20 comprehensive financial plans, including investment strategies and retirement planning, resulting in a 15% increase in client satisfaction scores.
- Analyzed 30+ client portfolios, preparing detailed reports that improved portfolio performance tracking and informed decision-making.
- Collaborated with senior advisors on 10+ client cases, gaining practical experience in financial planning and enhancing client communication, leading to a 20% increase in client retention rates.
Education
Financial Planning & Wealth Management - Accounting And Finance
Lambton College of Applied Arts And Technology
Sarnia, ON12.2018
Bachelor Of Commerce - Accounting And Finance
Punjabi University
Punjab 05.2016
Skills
- Customer Relationship Management: Expertise in building and nurturing strong client relationships, ensuring high satisfaction and loyalty.
- Financial Planning: Proficient in developing comprehensive financial plans, including investments, retirement, and risk management strategies.
- Sales Achievement: Proven track record of meeting and exceeding sales targets through strategic planning and effective execution.
- Financial Analysis: Skilled in analyzing financial data and preparing detailed reports to support informed decision-making.
- Holistic Solutions: Ability to provide complete financial solutions based on clients’ overall financial picture and goals.
- Communication: Strong in presenting complex financial concepts clearly to clients and stakeholders.
- Team Leadership: Experienced in leading and coaching teams to drive performance and achieve business objectives.
- Problem Solving: Effective in identifying issues, analyzing options, and making informed decisions to resolve client concerns.
Languages
English
Full Professional
Hindi
Full Professional
Punjabi
Full Professional
Certification
- Canadian Securities Course(CSC) by Canadian Securities Institute (CSI)
Completed: [Dec, 2023]
- Conduct and Practices Handbook(CPH) by Canadian Securities Institute (CSI)
Completed: [Jan, 2024]
Timeline
Retail Sales Supervisor
Masters Tire
2022.11 - Current
Customer Service Representative
Masters Tire
2019.12 - 2022.11
Financial Planning and Wealth Management Intern
Sunlife Financials
2018.09 - 2018.12
Financial Planning & Wealth Management - Accounting And Finance
Lambton College of Applied Arts And Technology
Bachelor Of Commerce - Accounting And Finance
Punjabi University
- Canadian Securities Course(CSC) by Canadian Securities Institute (CSI)
Completed: [Dec, 2023]
- Conduct and Practices Handbook(CPH) by Canadian Securities Institute (CSI)
Completed: [Jan, 2024]
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