Harpreet Singh
Brampton,Canada
Summary
- Seven years of experience in customer service, portfolio management, and financial product sales.
- Key skills include business development, credit management, financial & risk analysis, and product and stakeholder management.
- Proficient in building lasting customer relationships.
- Adaptable, organized, and ready to face challenges.
- Recognized as a change catalyst with a proven record of achieving sales targets.
- Proficient in English, Hindi, and Punjabi languages.
- Ability to work independently and as part of a team.
Overview
9
9
years of professional experience
Work History
Receiving Lead
3G lighting
Woodbridge, Canada
01.2023 - 07.2024
- Supervise and coordinate receiving activities, including unloading trucks, verifying goods received, and recording incoming shipments
- Ensure all incoming materials are properly inspected for quantity, quality, and specifications
- Maintain accurate inventory records, and reconcile discrepancies as they arise.
- Collaborate with other departments, such as purchasing and warehouse operations, to optimize receiving processes and resolve issues.
- Maintain a clean and organized receiving area, adhering to sanitation and safety standards
Relationship Manager, Branch Banking
Standard Chartered Bank
, India
04.2021 - 09.2022
- Company Overview: A leading international bank providing a wide range of financial services
- Client Relationship Management: Building and maintaining long-term relationships, providing tailored financial solutions, ensuring client retention, cross-selling products, and gathering customer feedback for service improvement
- Business Development: Acquiring new clients, achieving sales targets for various financial products, and analyzing market trends to attract new business
- Client Portfolio Management: Monitoring the financial health of client portfolios, managing risks, and assisting clients with account maintenance
- Communication and Coordination: Acting as the primary contact for clients, coordinating with internal departments to meet client needs, and providing regular updates on portfolio performance
- Compliance and Risk Management: Adhere to banking regulations, maintain KYC and AML compliance, and update client information
- Product Knowledge and Expertise: Staying informed about banking products and market conditions and continuously improving knowledge to offer better advice
- A leading international bank providing a wide range of financial services
Relationship Associate – Business Banking
YES, Bank
, India
12.2019 - 03.2021
- Company Overview: A private sector bank in India offering a range of banking and financial services
- Loan Origination and Processing: Reviewing loan applications for complete documentation
- Creditworthiness Assessment: Assessing applicants' income, credit score, and repayment capacity
- Loan Approval Process: Working with underwriters to approve or deny loan applications
- Risk Analysis: Evaluating loan approval risks and suggesting collateral or guarantors
- Loan Structuring and Terms: Customizing loan products and setting loan terms
- Documentation coordination: Documenting all loan agreements, terms, and conditions
- Client Relationship Management: Advising clients on loan options, interest rates, repayment plans, and terms
- Portfolio Management: Building relationships with borrowers and monitoring loan portfolio performance
- Regulatory and Compliance Oversight: Ensure compliance with internal policies, banking regulations, and legal requirements
- Team Management and Coordination: Supervising loan officers and staff, ensuring training, performance evaluation, and compliance with lending guidelines
- Loan Policy Development: Updating loan policies based on regulatory changes, market conditions, and internal risk management practices
- A private sector bank in India offering a range of banking and financial services
Relationship Manager – Branch Banking
HDFC BANK
, India
08.2015 - 11.2019
- Company Overview: One of India's leading private sector banks providing a wide range of banking services
- Ensured new business acquisition through the existing Portfolio by adequately cross-selling CASA/GIC, third-party products, and salary accounts to clients of both initial and existing units
- Revenue enhancement for the branch is achieved by ensuring the sales process and monitoring it continuously
- Build and maintain strong relationships with assigned high-net-worth clients, understanding their financial goals and objectives
- Provide personalized financial advice and solutions, including investment products, wealth management services, and banking solutions
- Actively promote and cross-sell a range of banking products and services to meet clients' needs and deepen relationships
- Monitor and manage the performance of the client portfolio, ensuring revenue growth and profitability targets are met
- Conduct regular reviews and updates with clients to assess their financial situation, recommend necessary adjustments, and provide ongoing support
- Collaborate with internal teams such as product specialists, credit analysts, and operations to deliver comprehensive banking solutions and excellent customer service
- Stay updated on market trends, regulatory changes, and competitor offerings to advise clients and enhance service delivery effectively
- Ensure compliance with regulatory requirements, internal policies, and procedures in all client interactions and transactions
- Prepare and maintain accurate client records, reports, and documentation by bank standards
- One of India's leading private sector banks providing a wide range of banking services
Education
Graduation - Arts
Punjab University
India01.2010
Bachelor's - mechanical Eng
Punjab Tech Edu board
India01.2007
Timeline
Receiving Lead
3G lighting
01.2023 - 07.2024
Relationship Manager, Branch Banking
Standard Chartered Bank
04.2021 - 09.2022
Relationship Associate – Business Banking
YES, Bank
12.2019 - 03.2021
Relationship Manager – Branch Banking
HDFC BANK
08.2015 - 11.2019
Graduation - Arts
Punjab University
Bachelor's - mechanical Eng
Punjab Tech Edu board
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