KARAN DAWRA
Chilliwack
Summary
Dynamic Investment Advisor with a proven track record at INDIAN BANK, excelling in financial analysis and client relationship management. Successfully enhanced client portfolios through strategic asset allocation and market research, fostering trust and long-term growth. Recognized for streamlining communication and improving service efficiency, driving exceptional client satisfaction.
Overview
10
10
years of professional experience
Work History
Investment Advisor
INDIAN BANK
01.2015 - 04.2018
- Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
- Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
- Streamlined communication between investment advisors and support staff, resulting in improved efficiency and client service.
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
Customer Service Manager
MAHINDRA TECH
04.2018 - 08.2019
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Took ownership of customer issues and followed problems through to resolution.
- Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.
- Reduced customer complaints, proactively addressing issues and implementing effective solutions.
Restaurant Manager
PIZZA PIZZA LTD.
08.2021 - 12.2024
- Managed daily operations to ensure a high level of efficiency, consistency, and quality in both food and service.
- Carefully interviewed, selected, trained, and supervised staff.
- Met, greeted, and encouraged feedback from customers and used feedback to implement positive changes within restaurant.
- Reconciled cash and credit card transactions to maintain accurate records.
Education
MBA - BUSINESS MANAGEMENT
THOMPSONS RIVER
KAMLOOPS04-2021
Bachelor of Business Administration And Management - Business Management
K MANGLAM
NEW DELHI03-2016
Skills
- Financial analysis
- Investment strategy
- Portfolio management
- Market research
- Client relationship management
- Compliance regulations
Languages
English
Timeline
Restaurant Manager
PIZZA PIZZA LTD.
08.2021 - 12.2024
Customer Service Manager
MAHINDRA TECH
04.2018 - 08.2019
Investment Advisor
INDIAN BANK
01.2015 - 04.2018
MBA - BUSINESS MANAGEMENT
THOMPSONS RIVER
Bachelor of Business Administration And Management - Business Management
K MANGLAM
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