Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Amninder Kaur

Abbotsford

Summary

Amicable and experienced Senior Relationship manager capable of cultivating long-term business relationship with clients. Extensive knowledge of Retail banking operations, Marketing and Administrative functions. Develop the portfolio by prospecting new clients, cross selling and offering suitable corporate banking services to existing customers. Adept at lead firm members and branch staff in surpassing sales goals as well as delivering exceptional customer service at doorstep by developing and implementing marketing strategies to grow the customer base. Willing to continuously grow as an individual, as a professional and working at position where i do matters to the organization and makes the difference in order to meet newer and harder challenges for the company as well as myself. Proficient in managing day to day sales activities, marketing and client servicing activities. Ability to develop and maintain relationship with key decision makers and resolving critical problems. Ability to think innovatively and grasp key concepts quickly. Possess an eye for details with a flexible and easily approachable attitude. Effective communicator with an ability to deal effectively with various departments. Detail-oriented Accountant with 10 years effectively maintaining accurate accounting information for large-scale financial organizations. History working as part of financial team to manage diverse financial functions, tax management and reporting. Works closely with executive management on complex mergers and acquisitions and divestitures.

Overview

13
13
years of professional experience

Work History

ACCOUNTANT

GREWAL GROUP OF COMPANIES
01.2023 - Current
  • Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
  • Maintain general ledgers and financial statements
  • Prepare other statistical, financial and accounting reports
  • Prepare trial balance and reconcile accounts
  • Calculate and prepare payroll and vendor cheques
  • Prepare Source Deductions on monthly Basis
  • Prepare and filling tax returns
  • Calculate and prepare Utility, Tax and other bills
  • Complete and submit tax remittance forms, workers compensation forms etc
  • Handling four companies accounts related work
  • Make sure all bookkeeping is accurate and adheres to state and federal law
  • Preparing and examining financial records and ensuring information is up to date and accurate
  • Offering advice to organizations on how to reduce cost, improve their revenue, and boost profit

SENIOR RELATIONSHIP MANAGER

BAJAJ LIFE INSURANCE
11.2021 - Current
  • Responsible for relationship management &engage with Bank team to drive business target achievement through sale of life insurance products to customers of partner branches Performing operation work related duties Ensure branch & employee activation to ensure branch growth Conduct regular sales activities within branch and catchment areas to generate lead Engage with customers to help build a healthy product portfolio that support them in meeting their life goals Ensure adherence to end to end business process with in the specified timelines Adhering to regulatory requirements & monitoring quality of business Ensure timely resolution the instances of adverse customer experience.

ASSOCIATE MANAGER

INDUSIND BANK
06.2018 - 11.2021
  • Assisted manager in planning and implementing strategies to attract customers and maximize sales
  • Oversaw daily operations, maintenance and administration of various properties
  • Prioritized and delegated tasks for efficient completion within team environment
  • Implemented business strategies to maximize tenant satisfaction and reduce vacancies
  • Handled responsibilities successfully upon Deputy manager's absence
  • Managed teller counter authorization duties as per GBO & RBI guidelines Branch ATM custodian, responsible for ATM feeding & CBR operations Handling charge of branch Inward and Outward clearing Working for branch remittance desk like RTGS, NEFT ,DD preparation ,DD transfer etc
  • Designing and implementing new organizational system to track and monitor branch cash controls, security and regulatory compliance for transactions Compiling detail-oriented operational reports to check discrepancies Creating new promotional strategies for bank's products which enhanced sales by 20% in last three quarters Verified and assessed authenticity of documents while opening new accounts Working on CRM, FINANCLE, CLEARING software etc
  • Reviewing and approving payment instructions with in my authority level Handling client queries & providing them service solutions through CRM and I work Handling petty cash payments and vendor payments To help the bank officers and staff in providing a wide range of services to customers in order to reach the bank's goals and objectives Answering telephone inquiries on banking products such as loan, debit cards ,credit cards insurance Promote bank products such as mutual funds, insurance, health insurance, credit cards Forex cards Designing and implementing new organizational system to track and monitor branch cash controls, security and regulatory compliance for transaction Leveraged skills and expert policy knowledge to find solutions to issues and promote positive conflict resolution
  • Collaborated with branch manager to develop strategies for achieving sales and profit goals
  • Enforced company policies and procedures to strengthen operational standards across departments
  • Initiated inventory control measures to manage and replenish stock, maintain cost levels and meet customer demand.

Executive

CAPITAL SMALL FINANCE BANK
06.2014 - 10.2015
  • Managing routine office functions, deal the clients and banking account holders and visitors Take care and maintenance of confidential files like gold rate register, opening and closing register etc Processing, clearing of inward and outward cheques Performing the task related to fees collection of SPPS and Cambridge school Maintaining the registers related to FDR management as well giving daily report to operational Manager Handling cash related operation as i worked as a cashier and daily maintaining cash registers Handling forex department work as taking the foreign currency from the customer, issuing foreign currency, making Telegraphic transfer related entries Handling locker related operations and data entry in the system with authority of handling the locker keys Handling credit department operations like making the loan profile send the profile to the loan department for sanctioning After sanctioning of loan performing data entries related to the loan opening account Maintaining Capital accounts registers and CC limits registers Open KCC limits specially related to the limits related to the farmers and half yearly sending them interest paying related letters Handling Insurance and marketing related work.

Insurance Advisor

Max Life Insurance Co Ltd
05.2013 - 06.2014
  • Create a set of “needs assessment” checklist, resulting in increased efficiency in assessing clients' insurance requirements Prospect potential clients by calling them on the telephone or contacting them through emails Generate leads and follow up on them to gain business opportunities Interview clients to determine their insurance needs and provide them with insurance Coverage options Determine what types of insurance plans will suit clients, in accordance to their specific financial backgrounds Customize insurance programs to meet the specific requirements of each client by ensuring proper coverage of risk.

Office Administrator

Realty Square
10.2010 - 12.2012
  • Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries
  • Maintained company accounting records by entering accounts payable, accounts receivable, invoices and expense reimbursements
  • Replenished office supplies, placing new orders for restocking to maintain inventory
  • Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.

Education

Masters - commerce

Punjabi university Patiala

Bachelor - management and information technology

Punjabi university Patiala

Senior secondary - commerce

Kendriya Vidyalya no 2

Skills

  • Customer Relationship Management, loyalty &Retention
  • Team Building, training and leadership
  • Cash and Treasury Management
  • Strategic and tactic planning /Execution
  • Client Negotiations and mediations
  • Problem identification and solutions development
  • Help desk Operations work management
  • Business Development and communication skills
  • Tax Return Filing
  • Auditing
  • Financial Analysis
  • Tax Preparation
  • Cash Flow Analysis
  • Budget Analysis
  • Financial Reporting
  • Quickbooks
  • Accounting and Bookkeeping
  • Intuit QuickBooks Specialist
  • Customer Relations

Accomplishments

  • Led team to achieve BBQ Trophy number one in pan india , earning from upper management and financial reward worth 1 lakh.
  • Recognized as Best Employee of the Achieving high value sales target for outstanding performance and team contributions.
  • Created highly effective new program that significantly impacted efficiency and improved operations.
  • Developed relationships with 100 new clients and typically exceeded sales goals by 80%.
  • Consistently maintained high customer satisfaction ratings.
  • Improved delivery of service by doing need basis sales, realizing overall increase in customer satisfaction and cost efficiency.

Languages

English
Full Professional

Timeline

ACCOUNTANT

GREWAL GROUP OF COMPANIES
01.2023 - Current

SENIOR RELATIONSHIP MANAGER

BAJAJ LIFE INSURANCE
11.2021 - Current

ASSOCIATE MANAGER

INDUSIND BANK
06.2018 - 11.2021

Executive

CAPITAL SMALL FINANCE BANK
06.2014 - 10.2015

Insurance Advisor

Max Life Insurance Co Ltd
05.2013 - 06.2014

Office Administrator

Realty Square
10.2010 - 12.2012

Masters - commerce

Punjabi university Patiala

Bachelor - management and information technology

Punjabi university Patiala

Senior secondary - commerce

Kendriya Vidyalya no 2

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