GAGAN DHAWAN
Winnipeg,MB
Summary
A highly motivated individual bringing more than 8 years of banking experience looking forward to securing a challenging position in a reputable organization to expand learnings, knowledge, and skills.
Overview
17
17
years of professional experience
Work History
Clerk
CRA , Winnipeg Tax Centre
03.2024 - Current
- Preparing and filing Canadian T1/T3 income tax forms
- Analyzing financial and tax documents
- Ability to pay attention to detail and ensure accuracy of work
- Excellent organizational and time management skills with the ability to prioritize and meet strict deadlines
- Extensive preparation and filing T1/T3 returns for individuals, business and deceased estates
- Supported administrative staff with timely completion of daily tasks, ensuring smooth office operations.
- Maintained filing system and organized customer documents for easy retrieval of information.
- Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment.
- Monitored office supplies and made arrangements for restocking of low-stock items.
Personal Banker
TD Canada Trust
05.2021 - 05.2023
- Proactive approach to discovering client needs
- Educating clients providing relevant and expert advice
- Building clients comprehensive plans use integrated approach to help them achieve their goals
- Nurturing strong, long-standing relationships
- Developing, retaining, and growing the branch business by delivering against individual and team sales goals that support the positive customer experience
- Fulfill Day-to-day banking needs
- Fulfilling investment needs of clients
- Provide Mortgage solutions
- Calling 20 leads every day to fulfill GIC Maturities
- Answering phone calls
- Up to date with emails
- Keep in mind goals and keys towards success.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Assisted and advised customers on using online and mobile banking systems.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Maintained position of trust and responsibility by keeping customer business confidential.
- Met with customers to analyze financial needs and maximize sales opportunities.
- Maintained and built strong client relationships through quality, personalized interactions.
- Responded promptly to customer queries and complaints to find solutions and diffuse tension.
Client Advisor
Gagan Dhawan, Royal Bank of Canada • Thompson
10.2014 - 05.2021
- Ensuring the smooth running of basic banking transactions
- Looking after the short- term and long-term funding requirements of business clients and individual customers
- Advising clients on mortgages and raising loans
- Building relationships with high-net-worth individuals
- Answering any financial and banking queries
- Providing advice on investments
- Maintaining a professional image always
- Putting into effect new procedures and policies passed down from Head Office
- Handling customer queries face to face, over the phone or via correspondence
- Marketing new financial products or services
- Presenting information clearly to customers, work colleagues and third parties
- Verifying customer data to detect and identify financial fraud
- Responsible for cash management
- Experience maintaining confidential financial and client records in electronic and alphabetical format.
Customer Service Representative
Wireless Solutions MTS Store • Thompson
11.2013 - 10.2014
- Welcomed guests with warm greetings and responded to their queries and requests
- Activated phones, billing and maintained customer data using computer
- Provided first point of contact for customers
- Answered client questions and resolved issues
- Provided Information about new plans
- Activated new connections
- Provided billing information and performed cash handling duties
- Sent daily reports to head office
- Delivered personalized service over phone and in person
- Identified cross selling opportunities while interacting with customers
- Made record of inventors.
Assistant Professor
LCET
08.2007 - 01.2013
Education
Certification in Investment funds in Canada -
CSI
Winnipeg, MB10.2023
Masters of Technology(MTech) -
Punjab Technical University
Punjab , India01.2013
Bachelor's of Technology -
Punjab Technical University
Punjab, INDIA01.2007
Skills
- Excellent Verbal and Written Communication
- Experienced with use of Microsoft Office (Word, Excel, and Outlook)
- Financial Services
- Wealth Management
- Relationship Building and Management
- Sales Strategy
- Almost more than 8 years of Experience with Clerical Duties
- Professional Appearance
Affiliations
Strong ability to perform a variety of tasks often on short notice.
Profound ability to handle a fast-paced, varied and busy work environment.
Strong ability to work alone and to be self-motivated and organized.
Strong ability to work in a team.
Good grasp of handling Problems can manage problems and difficult situations.
In-depth knowledge of using computers and basic workplace equipment including fax machine, photocopier, and printer.
Hands-on experience in computing bills, collecting payment, and making change.
High degree of responsibility, integrity, and confidentiality.
Dependable, consistent, and reliable work record.
Languages
English
Full Professional
Punjabi
Full Professional
Hindi
Full Professional
Timeline
Clerk
CRA , Winnipeg Tax Centre
03.2024 - Current
Personal Banker
TD Canada Trust
05.2021 - 05.2023
Client Advisor
Gagan Dhawan, Royal Bank of Canada • Thompson
10.2014 - 05.2021
Customer Service Representative
Wireless Solutions MTS Store • Thompson
11.2013 - 10.2014
Assistant Professor
LCET
08.2007 - 01.2013
Certification in Investment funds in Canada -
CSI
Masters of Technology(MTech) -
Punjab Technical University
Bachelor's of Technology -
Punjab Technical University
Similar Profiles
Ryan Ka Leung FokRyan Ka Leung Fok
Federal Public Servant SP03 Position at Canada Revenue Agency Winnipeg Tax CentreFederal Public Servant SP03 Position at Canada Revenue Agency Winnipeg Tax Centre
DR. DIANA-ABASI UDOHDR. DIANA-ABASI UDOH
Benefits Manager at Winnipeg Tax Centre, Canada Revenue AgencyBenefits Manager at Winnipeg Tax Centre, Canada Revenue Agency
Jennifer ClarkeJennifer Clarke
Team Leader at NL Contact Centre - CRATeam Leader at NL Contact Centre - CRA