Harkarandeep Kaur
Surrey
Summary
Driven and personable individual with natural talent for building and maintaining relationships. Possesses solid understanding of client needs and adept in utilizing communication and problem-solving skills to foster trust and satisfaction. Committed to making positive impact on client retention and business growth.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Relationship Manager
Prospera Credit Union
05.2023 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Negotiated and closed complex deals with key clients, securing significant revenue streams.
Financial Services Representative
CIBC
07.2021 - 05.2023
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
Insurance Broker Sale Associate
Hydepark Insurance
06.2018 - 05.2021
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Assisted clients with claims processing, ensuring a smooth experience during difficult times.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
Administrative Assistant
Jap Trailer Services
01.2017 - 05.2018
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Education
Bachelor of Science - Economics
Guru Nanak Dev University
07-2013
Master of Science - Information And Networking Security
Guru Nanak Dev University
05-2015
Post Graduate Diploma - IT Network Security
Seneca College of Applied Arts And Technology
North York, None08-2017
Skills
- Relationship building
- Client relationships
- Relationship building and management
- Excellent communication
- Customer relationships
- Business development
- Strategic planning
- Business relationship cultivation
- Overcoming objections
- Credit history review
- Regulatory compliance
- Financial advising
- CRM tracking
Languages
English
Full Professional
Punjabi
Native or Bilingual
Hindi
Full Professional
Certification
- Investment Funds Institute of Canada (IFC), Investment Funds Institute of Canada, 2021
- Personal Financial Services Advice (PFSA), Canadian Securities Institute (CSI),2022
- Financial Planning I (FP I),Canadian Securities Institute (CSI),2022
Timeline
Relationship Manager
Prospera Credit Union
05.2023 - Current
Financial Services Representative
CIBC
07.2021 - 05.2023
Insurance Broker Sale Associate
Hydepark Insurance
06.2018 - 05.2021
Administrative Assistant
Jap Trailer Services
01.2017 - 05.2018
Bachelor of Science - Economics
Guru Nanak Dev University
Master of Science - Information And Networking Security
Guru Nanak Dev University
Post Graduate Diploma - IT Network Security
Seneca College of Applied Arts And Technology
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