Harjeet Kaur
Banking
Brampton,ON
Summary
To leverage over 15 years of experience in financial services, demonstrating excellence in HNI client relations and product promotion.
Overview
17
17
years of professional experience
5
5
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
Immigration Consultant
Altius Immigration Services
Mississauga, ON
07.2023 - Current
- Illustrated green card and immigration processes and managed communication channels to provide high level of service and consultation to immigration inquiries.
- Collaborated with outside counsel to interpret and apply technical immigration policies and procedures.
- Created and managed processes and procedures to coordinate documentation for visa processing on immigrant and non-immigrant applications.
Branch Manager
Rbl Bank Ltd
Rajpura, Punjab
11.2019 - 06.2023
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Maintained friendly and professional customer interactions. Managed over 50 customer calls per day
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Assessed employee performance and developed improvement plans.
- Implemented service improvements to enhance sales cycle.
- Consulted customers to boost product sales and services.
Branch Operation Manager
Hdfc Bank Ltd
Rajpura, Punjab
02.2007 - 10.2019
- Maintained branch files for major accounts, investments and employees.
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Implemented new organizational strategies to strengthen filing systems for billing, receiving and delivery reports to optimize processes.
- Completed daily Bank Secrecy Act reports.
Education
Master in Economics - Economics
Punjabi University
Patiala 07.2003 - 06.2005
Bachelor in Commerce - Accounting And Finance
Punjabi University
Patiala 07.2000 - 06.2003
Skills
Business operations
Critical thinking
Customer relations
Financial planning
Problem solving
Customer relationship management
Technology expert
Regulatory compliance
Customer service
Team work
Passionate
Goal oriented
Certification
IFIC-THE INVESTMENT FUNDS INSTITUTE OF CANADA
Timeline
IFIC-THE INVESTMENT FUNDS INSTITUTE OF CANADA
09-2023
Immigration Consultant
Altius Immigration Services
07.2023 - Current
Branch Manager
Rbl Bank Ltd
11.2019 - 06.2023
Branch Operation Manager
Hdfc Bank Ltd
02.2007 - 10.2019
Master in Economics - Economics
Punjabi University
07.2003 - 06.2005
Bachelor in Commerce - Accounting And Finance
Punjabi University
07.2000 - 06.2003