Kareena Murgai
Edmonton,AB
Summary
Dynamic Financial Advisor with a proven track record at Scotiabank, excelling in investment strategies and regulatory compliance. Expert in relationship management, I developed tailored financial plans that significantly enhanced client satisfaction. Passionate about delivering exceptional customer service, I consistently identified new business opportunities, driving growth and fostering lasting client relationships.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor
Scotiabank
Edmonton, AB
10.2024 - Current
- Conducted detailed analyses of clients' financial situations, including comprehensive risk assessments.
- Monitored client portfolios to ensure alignment with evolving goals and objectives.
- Identified new business opportunities through strategic networking and client referrals.
- Ensured compliance with regulatory requirements while adhering to industry best practices.
- Approved mortgage loans by examining applications and supporting documentation.
- Coordinated with underwriters for loan approval and final decision-making.
- Analyzed customer financial data to determine eligibility for mortgage programs.
Personal Lending Specialist
BMO Bank of Montreal
01.2022 - 10.2024
- Utilized CRM system to manage sales activities and track performance metrics.
- Analyzed market potential to identify growth opportunities and optimize territory strategies.
- Compiled and verified loan applicants' credit histories and financial statements for evaluations.
- Employed active listening to assess customer needs and develop tailored solutions.
- Monitored trends in sales promotions, product updates, and service changes.
- Cultivated key customer relationships to effectively sell and upsell services.
- Educated clients on financial products, providing recommendations based on individual needs.
- Developed personalized debt management plans and budgets to achieve clients' financial goals.
Crew Member
Mcdonalds
Etobicoke, ON
06.2021 - 01.2023
- Followed all safety guidelines while operating equipment such as slicers, fryers and ovens.
- Assisted management team with inventory counts of food products and beverage supplies.
- Resolved customer complaints in a professional manner.
- Organized dining room tables with condiments, napkins and other necessities prior to seating guests.
- Provided excellent customer service to maintain a positive atmosphere for guests.
Education
GED -
Humber College
Toronto, ON08-2022
Skills
- Regulatory compliance
- Investment strategies
- Customer service
- CRM management
- Time management
- Relationship management
- Analytical thinking
Certification
- Investment Funds in Canada
Accomplishments
- Rookie of the year award BMO 2022
Languages
English
Full Professional
Punjabi
Native/ Bilingual
Hindi
Native/ Bilingual
References
References available upon request.
Timeline
Financial Advisor
Scotiabank
10.2024 - Current
Personal Lending Specialist
BMO Bank of Montreal
01.2022 - 10.2024
Crew Member
Mcdonalds
06.2021 - 01.2023
GED -
Humber College
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