Jaskaran Braich
Brampton
Summary
Accomplished financial professional with a proven track record at CIBC, adept in financial planning and customer relationship building. Expertise in wealth management and retirement planning, significantly enhancing client satisfaction and retention. Achieved revenue growth through strategic asset management and exceptional service, consistently surpassing sales targets.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Associate Financial Services Specialist
CIBC
04.2023 - Current
- Established strong rapport with clients by consistently delivering exceptional service and demonstrating a deep understanding of their financial needs.
- Assisted clients in achieving their day to day banking, home ownership, insurance, children's education and retirement goals through strategic planning and effective management of assets.
- Optimized investment portfolios by regularly reviewing asset allocations based on changing market conditions and individual client goals.
- Increased client retention through proactive communication, addressing concerns, and providing timely market updates.
- Achieved revenue growth with the identification of new business opportunities and expansion of existing client relationships.
- Maintained strict compliance with all regulatory requirements while navigating a constantly evolving financial landscape, ensuring continued operations without legal complications or penalties.
Financial Service Representative
CIBC
06.2021 - 04.2023
- Provided expert advice on tax planning strategies, helping clients minimize their liabilities while remaining compliant with regulations.
- Evaluated financial performance of clients and identified potential areas of improvement.
- Advised clients on financial matters and recommended investments.
- Developed comprehensive financial plans to help clients achieve their long-term goals.
- Strengthened client retention through consistent follow-up communications and proactive problem solving.
- Established effective communication channels between clients and internal teams to ensure timely delivery of information and updates.
Mobile Financial Sales Specialist
CIBC
03.2020 - 05.2021
- Built rapport with customers and assessed needs to make product recommendations and upsell.
- Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
- Exceeded sales targets by consistently meeting and surpassing monthly quotas.
- Adapted selling approach based on each customer''s unique needs/preferences; tailoring product offerings accordingly.
Retail Keyholder
Rogers Communications
10.2019 - 03.2020
- Provided clients with best deals for their telecommunication needs.
- Stored security alarm codes and keys and made routine code changes.
- Performed category maintenance by rotating products according to company product rotation policy.
- Balanced cash registers at end of shift and filled out necessary reports.
- Resolved customer complaints professionally, ensuring their concerns were addressed promptly and effectively.
Small Business Specialist
Rogers Communications
06.2019 - 09.2019
- Prospect and sell full suite of products to customers and small businesses
- Establish and maintain strong, positive relationships through personal contact and outstanding customer service.
- Increased customer satisfaction by providing timely support and resolving technical issues.
- Consistently meet or exceed assigned sales objectives.
- B2B AN B2C selling experience
Sales Associate
Shell Gas Station
11.2016 - 12.2018
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
Education
High School Diploma -
Sheridan College Institute of Technology And Advanced Learning
Brampton06-2018
Master of Arts - Political Science
Panjab University
Chandigarh India07-2016
Skills
- Financial planning
- Customer relationship building
- Insurance planning
- Retirement planning
- Wealth management
- Cash management
- Loan applications
- Risk management
Languages
English
Full Professional
Punjabi
Native or Bilingual
Hindi
Full Professional
Certification
Canadian Investment Funds Course
IFSE Institute
Issued February 2021
Timeline
Associate Financial Services Specialist
CIBC
04.2023 - Current
Financial Service Representative
CIBC
06.2021 - 04.2023
Mobile Financial Sales Specialist
CIBC
03.2020 - 05.2021
Retail Keyholder
Rogers Communications
10.2019 - 03.2020
Small Business Specialist
Rogers Communications
06.2019 - 09.2019
Sales Associate
Shell Gas Station
11.2016 - 12.2018
Canadian Investment Funds Course
IFSE Institute
Issued February 2021
High School Diploma -
Sheridan College Institute of Technology And Advanced Learning
Master of Arts - Political Science
Panjab University
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