Harpreet Kaur
Brampton,ON
Summary
Dynamic Mutual Fund Sales Representative at Green Hedge Capital skilled in client acquisition and investment strategies. Enhanced customer service processes through teamwork and problem-solving, boosting client satisfaction by 20%. Proficient in portfolio management and performance tracking, with strong multitasking and time management abilities. Dedicated to delivering exceptional service and achieving financial growth for clients. Personable and driven with solid foundation in finance and customer service. Well-versed in financial products and investment strategies, with skills in client relationship management and sales techniques. Dedicated to driving client success and fostering long-term financial growth.
Overview
8
8
years of professional experience
Work History
Welding Machine Operator
F&P Mfg., Inc.
Tecumseth
10.2022 - Current
- Interpreted blueprints and technical drawings to execute precise welding tasks.
- Maintained compliance with safety protocols to ensure a secure working environment.
- Collaborated with team members to troubleshoot and resolve welding issues efficiently.
- Conducted regular inspections of welds for quality assurance and consistency.
- Assisted in training junior welders on best practices and equipment usage.
- Implemented process improvements that enhanced workflow efficiency and reduced rework.
- Monitored inventory levels of welding supplies, ensuring availability for production needs.
- Supported team members in troubleshooting technical issues during the welding process, ensuring minimal downtime and consistent production rates.
- Collaborated with team members for smooth workflow, resulting in increased productivity and timely project completion.
- Enhanced product quality by performing precise TIG welding on various materials.
- Resolved any identified defects or inconsistencies promptly during the welding process to minimize rework time spent on corrections later on in production stages.
- Promoted a safe working environment through strict adherence to company safety policies and procedures while welding various materials.
- Improved overall weld quality with thorough pre-weld preparations, including grinding, cutting, and positioning materials accurately.
- Assisted in the development of training programs for new hires, enhancing their understanding of welding techniques and safety protocols rapidly.
- Operated welding machines to fabricate high-quality metal components.
- Trained new operators on machine operation and safety procedures effectively.
- Identified and resolved issues during production to minimize downtime.
- Maintained clean work area, adhering to company safety standards to minimize workplace accidents.
- Improved overall productivity by effectively prioritizing tasks based on project deadlines and specifications.
Mutual Fund Sales Representative
Green Hedge Capital
Punjab, India
07.2019 - 02.2020
- Assisted clients in understanding mutual fund options and investment strategies.
- Conducted market research to identify trends and recommend suitable products.
- Provided ongoing support to clients, addressing inquiries and resolving issues promptly.
- Collaborated with team members to enhance customer service processes and efficiency.
- Educated clients on mutual fund options, aligning investments with financial goals.
- Assisted in developing tailored financial strategies to enhance client portfolios.
- Analyzed market trends to provide informed recommendations on investment opportunities.
- Conducted regular follow-ups with clients to ensure satisfaction and address concerns promptly.
- Led initiatives to improve operational efficiency in sales processes and client interactions.
- Coordinated educational seminars and workshops for both existing clients and prospects interested in learning more about investing in mutual funds, increasing awareness of our services while garnering new leads for future business development efforts.
- Strengthened brand reputation by delivering consistent high-quality service across all interactions, leading to an increase in client referrals.
- Contributed to company growth by consistently meeting or exceeding sales targets.
- Drove sales growth by leveraging networking opportunities such as industry events and conferences, resulting in new connections and potential clients.
- Increased client satisfaction by providing timely and accurate information on mutual fund performance.
- Maximized sales opportunities by staying up-to-date on market trends and competitor offerings in the mutual fund space.
- Facilitated transactions and account management through CRM software for accurate record-keeping.
- Expanded client base by conducting well-researched cold calls and targeted marketing campaigns.
Customer Service Representative
The Stock Master
Punjab, India
03.2018 - 11.2018
- Assisted customers with inquiries and resolved issues through effective communication.
- Managed customer accounts, ensuring accurate information and timely updates.
- Utilized CRM software to track interactions and enhance service delivery.
- Collaborated with team members to improve customer satisfaction ratings.
- Assisted customers with account inquiries, resolving issues efficiently and effectively.
- Educated customers on product features and benefits to enhance user experience.
- Maintained accurate records of customer interactions using CRM software to improve service delivery.
- Collaborated with team members to streamline processes, enhancing overall operational efficiency.
- Trained new staff on company policies and best practices for delivering superior customer service.
- Handled escalated customer complaints, ensuring timely resolutions and maintaining satisfaction levels.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Monitored feedback trends to identify areas for improvement in service quality and response times.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
- Maintained detailed records of customer interactions, contributing to comprehensive database for future reference.
- Resolved escalated customer issues, restoring confidence in company's commitment to service excellence.
- Trained new Customer Service Representatives on company policies, procedures, and best practices.
- Customized support strategies for high-priority clients to ensure their specific needs were met.
- Analyzed customer service metrics to identify trends and develop strategies for improvement.
Education
Investment Fund Course -
Canadian Securities Institute
Toronto, ON01-2026
Diploma in Business Management - Business Management
Canadore College of Applied Arts And Technology
Scarborough 01-2022
Diploma in Supply Chain Management -
St. Lawrence College
Scarborough 04-2021
Bachelor of Commerce -
Mata Gujri College, Fatehgarh Sahib
Punjab, India05-2019
Skills
- Client acquisition
- Portfolio management
- Performance tracking
- Investment strategies
- Customer service
- Teamwork
- Teamwork and collaboration
- Multitasking
- Problem-solving abilities
- Computer skills
- Time management
- Problem-solving
Languages
Punjabi
Full Professional
English
Professional Working
Hindi
Professional Working
Timeline
Welding Machine Operator
F&P Mfg., Inc.
10.2022 - Current
Mutual Fund Sales Representative
Green Hedge Capital
07.2019 - 02.2020
Customer Service Representative
The Stock Master
03.2018 - 11.2018
Investment Fund Course -
Canadian Securities Institute
Diploma in Business Management - Business Management
Canadore College of Applied Arts And Technology
Diploma in Supply Chain Management -
St. Lawrence College
Bachelor of Commerce -
Mata Gujri College, Fatehgarh Sahib