Kawalpreet Singh
Calgary,AB
Summary
To continuously grow with the organization, believes in high quality output through maximum productivity and efficient and effective utilization of resources available. Profile - Excellent experience in customer service. - Worked under high competitive and fast pace Environment. - Dealt with highly Irate Consumers in resolving their financial obligations in polite manner. - As an Individual always focused on consumer centricity to maintain work standards. - While working in financial industry, I have gained a lot of knowledge and experience about meeting client’s requirements and needs in timely manner - Exceptional experience of handling new and existing clients by identifying their needs through the utilization of existing resources available. Effective Senior Financial Advisor proudly offering over 5 years of experience working closely with clients to achieve financial goals. Poised professional skilled in handling stressful situations with ease. Dedicated to providing exemplary level of client service and support while attracting new business opportunities. Enthusiastic Senior Financial Advisor promoting a background in bringing on new business opportunities that culminate into profitable clients. Possessing a financial planning certification coupled with extensive strategy skills. Looking to tackle new challenges with a company that values great skills and a strong work ethic.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Sr Financial Advisor
Bank of Nova Scotia
03.2019 - 07.2024
- Gathered information from various sources to create suitable client financial strategy taking into account client's needs and future goals.
- 10+ Years of Experience in retail banking, financial advising and customer service.
- Strong Knowledge of mutual funds, credit, lending and investment needs analysis
- Took advantage of gaps in market and reached out to potential new clients.
- Implemented diverse wealth management options to meet client objectives.
- Promoted business to increase customer base and grow revenue.
- Asked appropriate questions and conducted in-depth research to gain valuable and thorough understanding of every client's financial situation and future needs.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Assisted clients with planning for and funding retirements using mutual funds and other strategies.
- Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Advised customers on financial investment options and capital expenditures.
- Promoted business development and new opportunities by engaging and meeting with prospective clients.
- Guided clients in financial planning, investment strategies, and risk management.
- Developed tailored financial solutions to meet diverse client needs and goals.
Financial Services Representative
CIBC
10.2014 - 03.2019
- Committed to offer excellent Customer service while identifying the potential needs and offering solution.
- Maintain a healthy relationship with the client by bringing CIBC vision in to conversations.
- Successfully achieving individual goals and contributing towards team goals.
- Generating additional revenue for the business by exceeding quarterly targets.
- Proud recipient of quarterly achievers, numerous crystal awards, excel awards, NPS.
- Consistent top performer throughout my carrier with CIBC.
- Streamlined communication processes, fostering collaboration among cross-functional teams.
- Led team in achieving operational targets, enhancing productivity and workflow efficiency.
Education
Bachelors of commerce Degree - Accounts
Delhi University
MS Office - International Business Management
George Brown College
12.2013
Bachelors of Commerce (B.Com) -
University of Delhi
01.2012
Skills
- Selling Skills
- Mutual Funds Understanding
- Effective Communication
- Creativity & Innovation
- Strong customer service with plenty of experience
- Excellent computer skills (Good typing speed, Ms Office ,Ms Excel, AS400)
- Negotiation Skills
- Goal oriented, self motivated
- Self-starter, quick learner
- Efficient time management
- Team player
- Listening skills
- Critical Thinking
- Attention to Detail
- Advising on Investments
- Verbal and Written Communication
- Client Engagement
- Stock Market Expertise
- Investment Strategies
- Client Needs
- Verbal and written communication
Accomplishments
- Consistently maintained high customer satisfaction ratings.
- Annual Best of Best award winner for 2 years in a row.
- Developed relationships with new clients and typically exceeded sales goals.
- quarterly top performer of the branch.
Languages
English
Full Professional
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Urdu
Full Professional
Certification
- IFIC
- RFRA
- Working towards CIM.
Timeline
Sr Financial Advisor
Bank of Nova Scotia
03.2019 - 07.2024
Financial Services Representative
CIBC
10.2014 - 03.2019
MS Office - International Business Management
George Brown College
Bachelors of Commerce (B.Com) -
University of Delhi
Bachelors of commerce Degree - Accounts
Delhi University
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