Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Amrit Kaur

Brampton

Summary

Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.

Overview

10
10
years of professional experience

Work History

Financial Advisor/Back Up Manager

CIBC
01.2023 - Current
  • Review customer profiles, provide Investment and lending Planning, did mortgage applications.
  • Data entry tasks and Conduct credit checks for new and existing customers
  • Review payments from customers for inaccuracies in processing (Payroc, Eft, Cheque) and Assist in the preparation of the daily and weekly schedules for various departments
  • Review various accounts & provide the right administrative solutions
  • Inbound/outbound calls, emails and texts from customers and branches)
  • Provide administrative support including generation of reports, presentations, policies, manuals, and general correspondence documents
  • Coordinate meetings with various departments, Complete Refinances, Mortgages Applications, E-ECTs, and other ticketing requests
  • Perform administrative duties associated with working, Managing Team
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Work on special projects and assignments and perform other duties as assigned
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
  • Conducted market research to stay ahead of financial trends, enabling informed advisory services.
  • Managed and motivated teammates to be productive and engaged in work.

Everyday Banking Associate

BMO
03.2021 - 01.2023
  • Mitigated risk exposure by diligently monitoring account activities and promptly reporting suspicious transactions to the compliance team.
  • Increased cross-selling opportunities through proficiently identifying client needs and recommending appropriate financial products.
  • Reduced transaction processing times by effectively utilizing banking software systems for accurate data entry and account management.
  • Boosted client satisfaction by efficiently addressing and resolving customer inquiries and concerns.
  • Educated customers on features and benefits of banking products and services.

Collection Agent

Go Easy (Easy Financial)
02.2021 - 09.2021
  • Maintained accurate records of all collection activities, allowing for better tracking and analysis of performance metrics.
  • Collaborated closely with other departments, ensuring seamless communication regarding delinquent accounts and payments received.
  • Reconciled debtor accounts regularly by verifying payments made against outstanding balances as well as resolving discrepancies when necessary.
  • Leveraged strong negotiation skills to secure favorable settlements from debtors while maintaining professional relationships throughout the process.
  • Utilized various tools and software systems to efficiently manage workload and improve overall productivity within the collections department.
  • Review and evaluate online loan protection claim applications
  • Managed a large portfolio of accounts, prioritizing action based on risk level and potential revenue recovery.

Senior Marketing Consultant

Telus/The Acquisition Group
01.2019 - 01.2021
  • Marketing and Consulting Telus Products
  • Doing up to 150 outbound calls a day as well as door to door
  • Selling Telus products such as Telus home security, mobility, Wi-Fi and TV plans
  • Conducting interviews, running workshops, building up team
  • Promoting SMC’s from the team
  • Doing Mall events, MDU, s and assisting with pitch materials
  • Performing office administrative tasks such as scheduling of visits with customers and maintaining the records of each client activity through a centralized calendar and company’s systems
  • Creating and Managing Schedules (communicated & calendared schedule with respective agents)
  • Been active in office culture activities - provided fun and creative ideas to enjoy workplace

Accountant/Dealer/Game Host

Deerfoot INN & Casino/ Pure Canadian Gaming Casino
01.2017 - 01.2019
  • Doing Onscreen game hosting
  • Managing Cash and inventory
  • Dealt assigned game in accordance with Casino Control Commission / Division of Gaming Enforcement regulations and procedures
  • Stellar math abilities
  • Exchanging cash for tokens and chips
  • Creating fun and enjoyable atmosphere by attending to player
  • Promotes positive guest relations by actively engaging with guests in an upbeat, nightclub environment

Supervisor/Post Office Clerk

Shoppers Drug Mart/ Canada Post Office
01.2016 - 01.2019
  • Managing the inventory of stamps, money orders, registered mail, etc
  • In compliance with the policies and procedures of Shoppers Drug Mart and Canada Post Corporation
  • Doing Money Order and Money Gram
  • Making sure cashier/merchandising staff comply with all store policies and operating procedures
  • Following the customer service program (SERVE) as prescribed by Canada Post Corporation
  • Training cashiers/merchandisers in job functions and performing clerical and banking duties
  • Managing daily cash office inventory and cashier tracking, tracking sheets, PC Optimum procedures
  • Answering inquiries regarding Postal services and location of product, rain checks, etc
  • Resolving customer issues according to established guidelines (refunds, exchanges, etc.)

Assistant Manager and Cashier

Shell/Fas Gas Station/ Liquor Zone
01.2015 - 01.2018
  • Managing staff and assigning duties
  • Recruit, hire and supervise staff and/or volunteers
  • Merchandising and Implementing price and credits policies
  • Developing and executing marketing strategies
  • Resolving problems that arise, such as customer complaints and supply shortages
  • Planning, organizing, directing, and evaluating daily operations
  • Handling tills when needed, and doing inventory, reports and surveys
  • Looking over food sector, preparing food items as per client specifications

Sales Marketing and Service/Open Business Store

ACN Inc.
01.2015 - 01.2016
  • Providing services (internet, TV, home security, phone plans)
  • Organizing events, meetings, workshops, ceremonies, and other events
  • Developing comprehensive marketing plans for sales and marketing teams
  • Working closely with product development team to determine the most profitable course for each existing and new product and supporting the sales objectives of our key distributors, globally
  • Managing marketing and trade-show marketing budgets and making cold calls to provide services
  • Developing collateral materials; including sell sheets, technical data sheets, point of sale on premise materials
  • Coordinate and manage all industry-related events, which include trade shows, product demonstrations, training, etc
  • Preparing and delivering educational, publicity and information programs, materials, and sessions
  • Co-ordinate special publicity events and promotions and conducting public opinion and attitude surveys
  • Preparing or oversee preparation of reports, briefs, bibliographies, speeches, presentations, website content and press releases
  • Making brochures, reports, newsletters, and other material

Education

Office Administration -

Lethbridge College
01.2017

CIFC Certification -

IFIC
Mississauga, ON
01.2022

High School Diploma -

K.M.V. College
01.2015

Skills

  • Sage software
  • Filing/paper management, Bookkeeping
  • Typing, Proofreading
  • Adaptive learner
  • Computer literate
  • Detail oriented
  • Investment advice
  • Relationship building and management
  • Analytical thinking
  • Sales expertise
  • Portfolio construction
  • Financial services

Accomplishments

  • Miss Canada top National Finalist, 01/01/18
  • Miss Calgary Contested, 01/01/16
  • Award for best Model and Acting at Faces West International competition, 01/01/16
  • Award for best speech at National Football Tournament games (India), 01/01/14
  • First runner up in Lucknow National debate competition, 01/01/13

Languages

English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual

Timeline

Financial Advisor/Back Up Manager

CIBC
01.2023 - Current

Everyday Banking Associate

BMO
03.2021 - 01.2023

Collection Agent

Go Easy (Easy Financial)
02.2021 - 09.2021

Senior Marketing Consultant

Telus/The Acquisition Group
01.2019 - 01.2021

Accountant/Dealer/Game Host

Deerfoot INN & Casino/ Pure Canadian Gaming Casino
01.2017 - 01.2019

Supervisor/Post Office Clerk

Shoppers Drug Mart/ Canada Post Office
01.2016 - 01.2019

Assistant Manager and Cashier

Shell/Fas Gas Station/ Liquor Zone
01.2015 - 01.2018

Sales Marketing and Service/Open Business Store

ACN Inc.
01.2015 - 01.2016

CIFC Certification -

IFIC

High School Diploma -

K.M.V. College

Office Administration -

Lethbridge College

Similar Profiles

CREATE PROFILE
Amrit Kaur