Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Harmeet Chadha

Abbotsford,Canada

Summary

Result-oriented Banking and Financial Services professional with over 13 years of experience in Sales, Customer Service, and Business Development. Expertise in Financial Advisory, complemented by a strong foundation in Personal Lending and Insurance & Investment Advisory. Recognized for enhancing team performance and driving sales growth through effective Office and Team Management. Proficient in English, Hindi, and Punjabi, enabling effective communication with diverse clientele.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Personal Banking Associate

TD Bank
Abbotsford, Canada
09.2022 - Current
  • Achieved a record high of 115 promoters in one fiscal year at the assigned banking center.
  • Soliciting clients to visit the banking center for comprehensive financial assessments.
  • Identifying business opportunities and exceeding referral benchmarks by connecting clients with financial planners, mortgage consultants, and investing partners.
  • Assisting clients at the Teller counter and identifying business opportunities through review of their banking behavior and advising on pre-approved offers.
  • Verified client financial information to determine creditworthiness and loan eligibility.
  • Reviewing financial documents including tax returns, bank statements, pay stubs, and credit reports for assessing repayment ability.
  • Helping customers make decisions about loans and lines of credit based on availability, terms and benefits.

Department Manager ECommerce

Walmart Canada
Mission, Canada
10.2018 - 08.2022
  • Elevated to Department Manager role in April 2020 after excelling as Customer Experience Salesfloor Associate.
  • Managed and guided e-commerce associates for exceptional departmental achievements.
  • Collaborated with various departments and associates to maintain comprehensive floor coverage.
  • Promoted adherence to safe work practices
  • Contributed effectively in a dynamic team environment by responding promptly to work fluctuations.

Manager, Learning & Development

Max Life Insurance Co. Ltd
Ludhiana, India
02.2012 - 07.2014
  • Conducted instructional drills and group training sessions for skill development.
  • Facilitated training sessions focused on recruitment skills, aiding sales teams in meeting targets.
  • Facilitated collaboration with management and regional heads to determine training needs for new and existing sales managers.

Personal Banker

HDFC Bank
New Delhi, India
11.2010 - 02.2012
  • Developed strong connections with clients to identify financial and personal objectives.
  • Recognized opportunities for cross-selling additional banking products or services.
  • Responded promptly to customer emails, phone calls and requests for information.
  • Greeted customers upon entering the bank and directed them to appropriate personnel or services.

Education

Master of Business Administration -

Kurukshetra University
India
01.2007

Bachelor of Commerce -

Kurukshetra University
India
01.2005

Skills

  • Financial analysis
  • Credit analysis
  • Cash handling accuracy
  • Financial product sales
  • Branch operations
  • Relationship management

Certification

Investment Funds in Canada (IFC), CSI Canada

Timeline

Personal Banking Associate

TD Bank
09.2022 - Current

Department Manager ECommerce

Walmart Canada
10.2018 - 08.2022

Manager, Learning & Development

Max Life Insurance Co. Ltd
02.2012 - 07.2014

Personal Banker

HDFC Bank
11.2010 - 02.2012

Master of Business Administration -

Kurukshetra University

Bachelor of Commerce -

Kurukshetra University

Similar Profiles

CREATE PROFILE
Harmeet Chadha