Kiranjeet Kaur Pannu
Winnipeg,MB
Summary
Analytical, results-oriented professional with 4+ years of experience in providing financial planning services to a wide range of clients, exceeding sales target, outlining investment insights, potential risks, and delivering market intelligence in line with the current trends. Proven expertise in the finance and investment industry with an in-depth understanding of investment banking practices, financial products, risk mitigation, and compliance regulations.
Overview
7
7
years of professional experience
Work History
Deputy Manager
HDFC Bank
11.2022 - 10.2023
- Motivate and guide staff, driving sales, and cross-selling banking products
- Managed budgets for various projects, ensuring optimal resource allocation and cost control.
- Led successful sales campaigns that resulted in significant revenue growth for the organization over time.
- Build client relationships, contribute to strategic planning, and evaluate performance
- Represent the bank in the community, enhancing visibility and engagement.
Assistant Manager
HDFC Bank
05.2019 - 10.2022
- Streamlined store operations for increased efficiency, implementing new processes and procedures.
- Developed strategy to increase sales and drive profits.
- Established team priorities, maintained schedules and monitored performance.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
Bank Teller
HDFC Bank
07.2016 - 07.2017
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Enhanced branch sales through cross-selling bank products and services to existing and new customers.
- Proficient in banking software, precise record-keeping, and currency exchange.
- Educated customers on banking products, enabling them to make informed decisions about their finances.
Education
MBA - Business Administration
Guru Nanak Dev University
Punjab,India05.2019
BBA - Business Administration
Guru Nanak Dev University
Punjab,India05.2016
Skills
- Purchasing and Planning
- Risk Management and Compliance
- Financial Accounting & Planning
- Asset Management
- Negotiation, Customer Service
- Internal Controls and Teamwork
- Annual Account Duties
- Communication Skills
- Supervision and Leadership, Analytical Thinking
- Research and Inquiry Handling
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Timeline
Deputy Manager
HDFC Bank
11.2022 - 10.2023
Assistant Manager
HDFC Bank
05.2019 - 10.2022
Bank Teller
HDFC Bank
07.2016 - 07.2017
MBA - Business Administration
Guru Nanak Dev University
BBA - Business Administration
Guru Nanak Dev University
Similar Profiles
KAMALA SUBRAMANIANKAMALA SUBRAMANIAN
Senior Vice President and Unit Head at HDFC Bank Limited, HDFC BankSenior Vice President and Unit Head at HDFC Bank Limited, HDFC Bank
Jignesh PatelJignesh Patel
Relationship Manager at HDFC Sales Pvt. Ltd. (Group Company Of HDFC Bank)Relationship Manager at HDFC Sales Pvt. Ltd. (Group Company Of HDFC Bank)
Prodip SahaProdip Saha
Collection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC BankCollection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC Bank
Rajan GargRajan Garg
Assistant Manager at HDFC Bank LTD (HDFC Sales Pvt Ltd)Assistant Manager at HDFC Bank LTD (HDFC Sales Pvt Ltd)
Gurwinder KaurGurwinder Kaur
Cleaner at Sunrise EnterprisesCleaner at Sunrise Enterprises