Lovleen Kaur
Toronto
Summary
Strong relationship management, communication, and selling skills - Thorough knowledge of the retail banking sector, customers' financial needs, and acquisition process - Expert in managing client portfolios, acquisition, executing independent plans for each client, identifying the key issues surrounding the relationship, and implementing a strategy to facilitate in a beneficial manner - Proficient in MS Office, and web-based technologies - Demonstrated experience successfully working with a diverse population - Multilingual: fluent in English ,Punjabi, Hindi .
Overview
4
4
years of professional experience
Work History
Regional Admin Specialist
MD Wealth Ltd
10.2023 - Current
- Supporting Financial Advisors in managing a diverse client portfolio, contributing to overall business growth.
- Managed day-to-day administrative tasks such as preparing reports( Performance reports , Valuation Reports ,Model codes reports , Assest allocation using CMA), updating client records, scheduling appointments, and coordinating events for the assigned FC.
- Working knowledge of Mutual Funds , RESPs,RRSP,TFSA,FHSA .
- Actively assisting with tasks generated by advisors prepping file preps , account openings ,TIRTs,TORTs,LLP & HBP Withdrawals.
Customer experience associate
The Bank of Nova Scotia
07.2022 - 10.2023
- Provided customers with a high level of service, privacy, and confidentiality, and a friendly, welcoming attitude which resulted increase Customer satisfaction level from 30% to 60%
- Handled all transactional services, including Estate's , POA, Mortgage payout & prepayment, business loan payout, SPL
- Coached and trained new hire staff to exceed customer service standards and Communicated company policies and procedures to ensure consistent implementation
- Held weekly branch huddles, skill builds and worked with coordinated teams to deliver satisfying experience to clients as well as Handled fraud investigations, branch unusual transaction reports, and compliance review readiness
- Working knowledge of Scotia connect, Scotiabank Mobile banking app, Oracle (people soft) Accounts payable, MS office, Compass VMS, TKS, FFT, CRM2
- Part of a diverse group and already trained with RRSP, RESP, TFSA SSI & BNS.
Senior Customer Experience Associate
ICICI Bank
12.2021 - 07.2022
- Managing a business book of 42 Business clients of different financial backgrounds and Helping them with their daily financial needs
- Actively engages in increasing the branch performance and nominated by management for best Compliance officer in branch award
- Worked with my Supervisor on monthly internal audits Cash and inventory
- Training new hire staff and making sure KYC and compliance policies are being implemented
- Helped sales team with clients by opening student GIC, Chequing Account, INV Account.
Team Lead
Mcdonald's
10.2019 - 07.2022
- Improved team performance by training employees in new techniques and monitoring daily activities
- Protected team members by proactively observing work, identifying safety concerns, and immediately removing hazards
- On boarded new hires and mentored each side-by-side to build high-performing team
- Supervised teams and individuals, giving feedback on performance and setting goals for improvement.
Inbound call centre Rep (Casual)
Teleperformance
10.2021 - 11.2021
- Helped callers complete and pay for orders using online systems
- Answered high volume of calls and consistently met turnover targets
- Escalated complex customer issues to senior call center staff and management.
Education
CIFC -
IFSE institute
Diploma -
Northern College
08.2020
Skills
- Ms office
- Account Payable
- Portfolio management
- Financial reporting
- Wealth management
- Sales
Timeline
Regional Admin Specialist
MD Wealth Ltd
10.2023 - Current
Customer experience associate
The Bank of Nova Scotia
07.2022 - 10.2023
Senior Customer Experience Associate
ICICI Bank
12.2021 - 07.2022
Inbound call centre Rep (Casual)
Teleperformance
10.2021 - 11.2021
Team Lead
Mcdonald's
10.2019 - 07.2022
CIFC -
IFSE institute
Diploma -
Northern College
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