Summary
Overview
Work History
Education
Skills
Certification
Languages
Website
Timeline
Generic

Anish Monga

Surrey,Canada

Summary

Resourceful Mutual Fund Representative known for high productivity and efficient task completion. Possess specialized skills in client portfolio management, mutual fund analysis, and regulatory compliance. Excel in communication, problem-solving, and relationship-building, ensuring success in navigating complex financial landscapes and achieving client satisfaction.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Personal Banking Associate

TD Canada Trust
Surrey, BC
10.2022 - Current
  • Advised customers on bank products, services and financial planning options.
  • Researched and resolved open items and deposit issues.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Created detailed reports on market trends and economic conditions that affect mutual fund investments.
  • Attended conferences and workshops to stay abreast of current trends in the industry.

Bank Teller/Customer Experience Associate

TD canada trust
Surrey, BC
03.2022 - 10.2022
  • Welcomed customers and offered pleasant service during entire transaction.
  • Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
  • Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
  • Handled customer complaints courteously using appropriate techniques, problem-solving skills and follow-up logs.
  • Reconciled cash and checks against computer records at end of shift.
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
  • Built sustainable relationships and trust with customer accounts through open interactive communication.

Business Development Manager

Swenam Corporation
Vancouver, BC
06.2022 - 09.2022
  • Determined business development opportunities and implemented effective strategy for client acquisition.
  • Generated leads and capitalized on valuable business opportunities to bring in new company revenue and improve bottom line profit.
  • Developed short-term and long-term vision and strategy to achieve targeted sales objectives.
  • Developed relationships to generate leads and position company as trusted partner.

Peer Leader

University Canada Trust
Vancouver, BC
04.2022 - 09.2022
  • Participated in academic advising and registration activities.
  • Submitted progress reports and evaluations to senior peer leaders and student success coordinators.
  • Encouraged student participation and engagement in social and academic campus activities.
  • Scheduled one-on-one meetings with students during semester and provided academic assistance.

Customer Service Representative

Life Labs
Richmond, BC
01.2022 - 03.2022
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Demonstrated excellent communication skills in resolving product and consumer complaints.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.

Owner

Fitness life
Jalandhar, Punjab
04.2020 - 12.2020
  • Promoted business on social media platforms to maximize brand identity and generate revenue.
  • Set pricing structures according to market analytics and emerging trends.
  • Devised business and marketing plans and prepared monthly financial reports.
  • Conducted market research activities and competitive analysis to facilitate implementation of aggressive company marketing strategy.

Customer Service Representative

Happy Centre
Jalandhar, Punjab
01.2017 - 09.2020
  • Answered inbound calls, chats and emails to facilitate customer service.
  • Set up and activated customer accounts.
  • Collected payments and provided accurate change.
  • Trained new team members in cash register operation, stock procedures and customer services.
  • Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
  • Sold various products by explaining unique features and educating customers on proper application or usage.

Education

Master of Business Administration - Finance

University Canada West
Vancouver
09.2022

Bachelor of Commerce - Accounting And Finance

Apeejay College of Fine Arts
Jalandhar
05.2020

Senior Secondary - Accounting

Apeejay School
Jalandhar
05.2017

Skills

  • Money Handling
  • Asset Management
  • Money Management
  • Wealth Management
  • Investment strategies
  • Financial Planning
  • Honest and Ethical
  • Task Prioritization
  • Product and Service Sales
  • Verbal and Written Communication
  • Problem Solving
  • Payment Processing
  • Retirement planning

Certification

  • IFIC certified from CSC

Languages

English
Native/ Bilingual
Hindi
Native/ Bilingual
Punjabi
Native/ Bilingual

Website

  • linkedin.com/in/anishmonga39

Timeline

Personal Banking Associate

TD Canada Trust
10.2022 - Current

Business Development Manager

Swenam Corporation
06.2022 - 09.2022

Peer Leader

University Canada Trust
04.2022 - 09.2022

Bank Teller/Customer Experience Associate

TD canada trust
03.2022 - 10.2022

Customer Service Representative

Life Labs
01.2022 - 03.2022

Owner

Fitness life
04.2020 - 12.2020

Customer Service Representative

Happy Centre
01.2017 - 09.2020

Master of Business Administration - Finance

University Canada West

Bachelor of Commerce - Accounting And Finance

Apeejay College of Fine Arts

Senior Secondary - Accounting

Apeejay School

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Anish Monga