Baljit Kaur
Mississauga,ON
Summary
Accomplished Senior Financial Advisor at Experior Financial Group, adept in customer relationship management and Microsoft Office. Proven track record of enhancing client satisfaction and boosting team productivity through effective communication and leadership. Excelled in maintaining high confidentiality standards, ensuring optimal investment returns, and resolving customer issues swiftly. serving great value to clients and can work in any job because of my great customer services care skills and good communications and ability to work in team effectively .
Overview
5
5
years of professional experience
Work History
Senior Financial Advisor
Experior Financial Group
05.2024 - Current
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Boosted team productivity through active collaboration, clear communication, and timely resolution of technical issues.
Amazon Associate
Amazon
08.2020 - 11.2023
- Assisted customers with product inquiries, enhancing their shopping experience.
- Improved inventory management by organizing stock in a systematic manner.
- Provided support to team members for smooth daily operations.
- Enhanced customer loyalty, delivering excellent service consistently.
- handling problems and resolving them .
- fast computer skills and writing skills
Education
Bachelor of Arts - Music
Punjab University
Ludhiana Punjab09-1999
Skills
- Verbal and written communication
- Microsoft office
- Training and coaching
- Know your customer
- Recordkeeping and file management
- Decision-making
- Team building and leadership
- Team collaboration
- Problem resolution
- Customer relationship management
Languages
English
Native or Bilingual
French
Elementary
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Senior Financial Advisor
Experior Financial Group
05.2024 - Current
Amazon Associate
Amazon
08.2020 - 11.2023
Bachelor of Arts - Music
Punjab University
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