HARLEEN KAUR SAINI
Lower Sackville,NS
Summary
Goal-oriented Mutual fund representative well-versed in motivating and overseeing personnel to enhance fund performance, increase client satisfaction and enable sustained growth. Proficient in leading sales and marketing strategy development with results-driven and dedicated mentality. Seek to bring expertise to new role with room for advancement.
Experienced fund management professional with team-oriented nature and capability to manage assets, promote investor relations and assess fund performance. Talented listener, analyzer and problem-solver with people-first approach. Successful at steering financial plans, building policies and monitoring regulatory issues.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Virtual Relationship Manager
RANDSTAD PRIVATE LIMITED (HDFC ASSET MANAGEMENT COMPANY)
2022.07 - 2023.10
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Branch Relationship Executive
SBI CARDS
2020.01 - 2021.03
- Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.
- Made introductions to partners to help meet customer's broader financial needs.
- Conducted needs-based conversations to identify customer credit, deposit and investment requirements.
- Explained and demonstrated self-service mobile options to customers.
Education
High School Diploma -
MICRO COMPUTER CENTRE
PUNJAB03.2020
Bachelor of Science - Science
PANJAB UNIVERSITY
CHANDIGARH05.2019
Skills
- contributing to positive and productive work environments and team morale.
- Balance Reconciliations
- Personnel Management
- Client Relationships
- Problem Resolution
- Customer Needs Assessments
- Mutual Funds Knowledge
- Referral Generation
Certification
National Social Services Volunteer
- CHANDIGARH Training - 2017 TO 2019
Affiliations
CERTIFIED MUTUAL FUND DISTRIBUTOR (NATIONAL INSTITUTE OF SECURITIES MARKETS)
NATIONAL SOCIAL SERVICES VOLUNTEER
Additional Information
REFRENCES
TAMMY LEASK: +1 902 221 1717
VANSH ARORA : +1 647 885 7866
Timeline
Virtual Relationship Manager
RANDSTAD PRIVATE LIMITED (HDFC ASSET MANAGEMENT COMPANY)
2022.07 - 2023.10
Branch Relationship Executive
SBI CARDS
2020.01 - 2021.03
High School Diploma -
MICRO COMPUTER CENTRE
Bachelor of Science - Science
PANJAB UNIVERSITY
National Social Services Volunteer
- CHANDIGARH Training - 2017 TO 2019
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