Amrit Bajwa
Winkler,MB
Summary
Communicative and organized Client Advisor with experience providing exceptional client support services. Adapt at managing existing client relationships and formulating and implementing advice. Flexible Client Advisor with experience efficiently resolving issues for banking clients and providing operations support. Talented at selling various banking products and services with excellent understanding of basic bank transactions. Dedicated to working weekends and evenings to achieve necessary tasks and meet customer needs. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Client Advisor
Royal Bank of Canada
01.2024 - Current
- Delivered exceptional customer service through completing transactions, engaging in needs-based conversations, and resolving client concerns.
- Provided tailored financial advice and solutions to clients Managed risks by adhering to compliance routines and controls. Assisted in training new team members, sharing best practices and expertise in Client Advisor role.
- Strengthened client relationships through regular communication and proactive follow-up on inquiries.
- Developed strong rapport with clients through active listening and empathetic understanding of their goals and concerns.
- Assisted customers with product selection based on individual needs and preferences.
- Enhanced client satisfaction by providing personalized advice and tailored product recommendations
Assistant Manager (Credit)
Capital Small Finance Bank
06.2013 - 09.2017
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Secured large client deposits and monitored their businesses.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
Credit Advisor
Apex Finance Ltd.
02.2011 - 06.2013
- Verified legal and property documents for collateral-backed loans
- Collected necessary paperwork from clients and provided advice on the best loan options for their needs.
- Provided exceptional customer service by promptly addressing inquiries or concerns resulting in enhanced customer satisfaction.
- Collaborated with colleagues to develop new strategies for improving client services, enhancing overall team performance.
- Negotiated with creditors on behalf of clients to reduce outstanding debts or establish favorable payment terms, increasing client satisfaction levels.
Education
Diploma in Accounting Technician - Accounting
Robertson College
Manitoba, Canada06.2024
Diploma in Business Management -
Asmark Institute of Technology
Melbourne, Australia09.2010
Bachelors of Arts (Economics) - Economics
Punjab University, India
Chandigarh, Punjab, India04.2002
Skills
Communication: Fluent in English, Hindi, and Punjabi Strong verbal, written, and interpersonal skills
Leadership: Proven ability to lead and motivate teams
Skilled in goal setting, task delegation, and providing guidance
Software Proficiency: Advanced in Excel Proficient in PowerPoint, Word, Outlook, QuickBooks, and Sage 50
Conflict Resolution: Skilled in identifying, addressing, and resolving conflicts Experienced in mediating disputes and fostering mutual respect
Mentoring and Development: Committed to team member development Experienced in mentoring and providing constructive feedback
Strategic and Case Management: Proficient in strategic planning and goal alignment Experienced in developing and monitoring rehabilitation and case plans
References
Available upon request
Hobbies and Interests
- Continuous Learning
- Community Engagement
- Language and Culture Exploration
- Technology Enthusiast
Certification
Accounting Technician
Diploma In business
Bachelor of arts(Economics)
Languages
English
Native or Bilingual
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Client Advisor
Royal Bank of Canada
01.2024 - Current
Assistant Manager (Credit)
Capital Small Finance Bank
06.2013 - 09.2017
Credit Advisor
Apex Finance Ltd.
02.2011 - 06.2013
Diploma in Accounting Technician - Accounting
Robertson College
Diploma in Business Management -
Asmark Institute of Technology
Bachelors of Arts (Economics) - Economics
Punjab University, India