Amandeep Kaur
Brampton,ON
Summary
Experienced in conducting detailed financial analyses, including risk assessments and cash flow management, to support clients in achieving their financial goals. Monitored client portfolios to ensure alignment with investment strategies and objectives, while identifying opportunities for improvement through regular account reviews. Developed strong relationships with clients through effective communication and dedicated service, contributing to business growth via referrals and networking. Collaborated with internal teams during audits to maintain compliance and operational efficiency.
Overview
5
5
years of professional experience
Work History
Financial Advisor
Propel holdings Ltd.
2021.10 - Current
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Identified new business opportunities through networking events or referrals from existing clients.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Collaborated closely with internal departments such as operations and compliance teams during audits and reviews.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
Guest Service Representative
The waterside inn
Mississauga, Ontario
2020.01 - 2021.09
- Provided assistance to guests throughout their stay.
- Handled customer complaints professionally and efficiently.
- Answered incoming calls from guests seeking reservations or general information.
Education
BBA - Business Administration
Matrx College of Management And Healthcare
Montreal, QC2021-03
Skills
- Financial analysis
- Risk assessment
- Investment strategy
- Portfolio management
- Customer relationship management
- Time management
- Problem solving
Languages
English
First Language
English
Proficient (C2)
C2
Timeline
Financial Advisor
Propel holdings Ltd.
2021.10 - Current
Guest Service Representative
The waterside inn
2020.01 - 2021.09
BBA - Business Administration
Matrx College of Management And Healthcare