HARPREET CHANNA
Brampton,ON
Summary
With over 20 years of comprehensive banking and financial experience I am well-versed in communicating in person with people of interest, as well as providing translation services for interviews, legal testimony and intelligence-gathering needs. Adept at using private conversations, technical documentation and any other source to glean important information and intended meanings.
I have been involved with overseeing daily bank operations. I am a hardworking and a versatile professional offering strong communication who is also well-versed in executing strategies, preparing and implementing business plans and overseeing financial performance.
I am a talented team leader and supervisor and interpreter with advanced conversational abilities. I am able to maintain emotion, style and content of speaker's words in translations and I am familiar with deeper cultural context behind phrases. My expertise is to develop and maintain consistent and accurate information.
Being a Peel Police Auxiliary Officer, I am heavily involved in community events, RIDE programmes, emergency call outs and other policing events.
Overview
13
13
years of professional experience
Work History
Director
HARPRI INVESTMENTS INC.
Brampton, ON
03.2020 - 03.2024
- Oversee strategic direction and operations of the company.
- Making investment decisions and ensuring compliance with regulations.
- Business development, seeking out new investment opportunities.
- Managing budgeting and financial planning processes for the organization.
- Identifying opportunities for improvement in operational performance metrics.
- Conducting regular meetings with employees to review progress on strategic initiatives.
- Creating detailed plans outlining timelines, goals, budgets, staffing needs and other requirements for projects.
Relationship Manager
HABIB CANADIAN BANK
Brampton, ON
01.2019 - 03.2020
- Developed and maintained key relationships with clients.
- Developed strategies to attract new customers while retaining existing ones.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Analyzed clients financial statements, identifying potential risks and opportunities for growth.
- Built a client base of high-net-worth individuals and business owners and managed their financial needs.
- Resolved escalated customer issues efficiently and effectively within established timelines.
Premium Banker/ Mutual Funds Advisor
HSBC BANK CANADA
Brampton, ON
09.2016 - 12.2018
- Managed investment portfolios.
- Delivered financial advice to clients proposing strategies to achieve short and long- term objectives for investments and business planning.
- Developed, reviewed and optimized portfolios by serving high value clients.
- Ensured maximum client satisfaction.
- Worked closely with specialists from from other branches.
ORA (Operations, Risks & Administration)Specialist
HSBC BANK (CANADA)
Brampton, ON
11.2015 - 09.2016
- Supervised the Mutual Funds sales business of new accounts and trading activity.
- Handled processing, operational, servicing and accounting related duties.
- Acted as a custodian for cash, combinations, keys and negotiable securities, ensuring procedures and relative records are maintained.
- Collaborated with senior leadership to set long-term objectives for the company.
- Cultivated strong relationships with customers by responding promptly to inquiries or complaints.
Customer Contact Agent
BANK OF MONTREAL
Mississauga, ON
04.2013 - 11.2015
- Handled over 90-100 customer calls a day, providing excellent customer service as a single point of contact for all serving questions.
- Achieved sales targets by engaging customers.
- Exceeded quarterly targets by achieving over 100 percent in sales.
- Received recognition from managers for excellent customer service and exceeding targets.
Bank Branch Manager
CHASE BANK (KENYA)
Nairobi, MB
05.2011 - 03.2013
- Provided leadership, guidance and training to team members in order to ensure proper procedures were followed consistently.
- Monitored loan portfolio performance, risk management activities, and compliance with regulatory requirements.
- Created and maintained a positive work environment within the branch.
- Provided excellent customer service.
- Manged the branch budget.
- Communicated news and learning opportunities to clients, staff and other bank branches.
Education
Mortgage Brokering In Ontario
REAL ESTATE AND MORTGAGE INSTITUTE OF CANADA
Personal Financial Services Advice (PFP)
CANADA SECURITIES INSTITUTE
Peel Regional Police Officer Training
PEEL REGIONAL POLICE
Investment Essential Training
BANK OF MONTREAL
Toronto, ONAdvance Diploma - Association Of Business Executives (ABE)
OSHWAL COLLEGE KENYA
Nairobi, KenyaSkills
- Fluent in Punjabi, Hindi, English
- Interpretation Skills
- Internal Communications
- Foreign Language Oral and Written Translation
- Research and analysis Crisis Management
- Business Administration
- Audit Support
- Experience management
- Team Building Coaching and Training
- Risk Mitigation
- Branch operations
- Staff Training
- Operations Management
- Wealth Management
- Investment advice
- Community Relations
- Customer Relationship Management
- Team Collaboration
- Research and analysis
Affiliations
- Peel Regional Auxiliary Police Officer
- Hockey Coach
- Golf Instructor
Accomplishments
- Winner of the Peak Performance International Improvement Recognition Award.
- Winner of the Kenya Society of the Protection Of Animals Golf Tournament.
- Played Hockey for the Kenyan National Hockey team.
Languages
English
Native/ Bilingual
Punjabi
Native/ Bilingual
Hindi
Native/ Bilingual
Swahili
Native/ Bilingual
References
References available upon request.
Timeline
Director
HARPRI INVESTMENTS INC.
03.2020 - 03.2024
Relationship Manager
HABIB CANADIAN BANK
01.2019 - 03.2020
Premium Banker/ Mutual Funds Advisor
HSBC BANK CANADA
09.2016 - 12.2018
ORA (Operations, Risks & Administration)Specialist
HSBC BANK (CANADA)
11.2015 - 09.2016
Customer Contact Agent
BANK OF MONTREAL
04.2013 - 11.2015
Bank Branch Manager
CHASE BANK (KENYA)
05.2011 - 03.2013
Mortgage Brokering In Ontario
REAL ESTATE AND MORTGAGE INSTITUTE OF CANADA
Personal Financial Services Advice (PFP)
CANADA SECURITIES INSTITUTE
Peel Regional Police Officer Training
PEEL REGIONAL POLICE
Investment Essential Training
BANK OF MONTREAL
Advance Diploma - Association Of Business Executives (ABE)
OSHWAL COLLEGE KENYA
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