Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Harpreet Singh

Brampton,ON

Summary

REMIC-certified financial professional with expertise in client relationship management, financial analysis, and mortgage solutions. Proven ability to deliver tailored advice and build trust with clients, honed through experience in financial documentation and customer service. Skilled in communication, problem-solving, and regulatory compliance, passionate about driving client success and homeownership.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Receiver

3G lighting
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
  • 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
  • Placed, tagged, and secured merchandise in diverse designated areas.
  • Streamlined the unloading process, reducing time spent on manual labor tasks.

Relationship Manager, Branch Banking

Standard Chartered Bank
04.2021 - 09.2022
  • 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.
  • 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.
  • Boosted client portfolio growth, identified cross-selling and upselling opportunities through detailed needs analysis.
  • Increased client trust and loyalty by providing consistent, high-quality advice on products and services tailored to their needs.
  • Initiated feedback loop with clients, leading to improved service offerings and client satisfaction.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.

Relationship Associate – Business Banking

YES, Bank
12.2019 - 03.2021
  • Managed diverse portfolio of clients, ensuring their financial needs were met and exceeded.
  • Developed strong rapport with clients by actively listening to their needs and demonstrating genuine concern for their financial wellbeing.
  • Managed confidential client information with an utmost discretion, adhering to all relevant data protection regulations and protocols.
  • Coordinated meetings between clients and senior relationship managers, fostering productive collaboration and strategic planning efforts.
  • Conducted comprehensive research to identify potential business opportunities and expand client base.
  • Maintained detailed client records with accuracy, ensuring timely access to essential information for decision-making purposes.
  • Verified accuracy of accounts payable payments, resulting in 98% reduction in payment errors and check reissues.

Relationship Manager – Branch Banking

HDFC BANK
08.2015 - 11.2019
  • 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.
  • 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.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Organized and participated in client appreciation events, fostering strong community and enhancing client loyalty.
  • Increased client trust and loyalty by providing consistent, high-quality advice on products and services tailored to their needs.

Education

Bachelor's - Mechanical Engineering

The Punjab State Board of Technical Education
Chandigarh India
06.2007

Bachelor of Arts -

Punjab University
Chandigarh India
05.2010

Skills

  • Strong communication and interpersonal skills
  • Sales and negotiation abilities
  • Customer service mindset
  • Problem-solving skills
  • Analytical thinking and market knowledge
  • Friendly, positive attitude
  • Dependable and responsible

Accomplishments

    Fast track to achieve my goal sheet to become a Relationship manager.

    I increased the my portfolio revenue by 185% through the acquisition of high-value client.

    Exceeded annual sales targets by 175%, contributing significantly to the Branch's profitability.

Certification

  • Accounting & Payroll

Languages

Punjabi
English
Professional Working

Timeline

Receiver

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

Bachelor's - Mechanical Engineering

The Punjab State Board of Technical Education

Bachelor of Arts -

Punjab University

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Harpreet Singh