MANDEEP KAUR
Summary
Experienced and qualified Banking Advisor with client relationship management and financial advisory services. Utilizes strategic planning and communication skills to enhance client satisfaction. Knowledge of conflict resolution and effective client engagement.
Responsive team leader with strong managerial background as Customer Experience Salesfloor Department Manager, Bank Teller, Sales and marketing Coordinator and Sales Representative combined with motivational and encouraging style. Talented trainer, problem-solver, and planner able to take on routine and complex job functions to promote business success. Well-organized and proactive retail professional with good communication skills and positive attitude. Accomplished Sales Representative with 10 years solid sales history and in-depth marketing experience as well as exemplary team building and project oversight skills. Performance history of developing strong collaborative relationships and delivering impressive results. Successful at multi-tasking, balancing customer needs and making new sales. Builds loyalty and long-term relationships with customers while consistently reaching sales targets.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Client Advisor (IFIC Certified)
RBC Royal Bank
03.2024 - Current
- Delivered tailored financial advice to clients, enhancing overall satisfaction and retention.
- Analyzed client portfolios to identify opportunities for growth and risk management.
- Developed strategic relationships with clients, fostering trust and loyalty.
- Collaborated with cross-functional teams to streamline service delivery processes.
- Implemented feedback mechanisms to refine service offerings based on client needs.
- Strengthened client relationships through regular communication and proactive follow-up on inquiries.
Personal Banker
HSBC Bank
05.2023 - 03.2024
- Cultivated strong client relationships through personalized banking solutions and financial advice.
- Analyzed customer financial needs to recommend appropriate products and services.
- Implemented strategies to improve branch performance and achieve sales targets consistently.
- Coordinated community outreach initiatives to promote financial literacy programs among clients.
- Monitored transaction processes to ensure accuracy and adherence to regulatory standards.
Customer Experience Associate
TD Canada Trust
08.2022 - 12.2022
- Process financial transactions like deposits, withdrawals, and bill payments as per standardized operating procedures, industry regulations and TD's Code of Conduct and Ethics
- Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters.
- Respond and resolve customers' concerns using standard procedures and escalating non-standard activities, as necessary.
- Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner.
- Connect personally with customers to advise them appropriately and clearly on banking solutions and processes.
- Help build a positive, diverse and equitable work environment by promoting team effectiveness as well as participating in personal performance development.
- Assist the team by respecting coworkers, staying dedicated, and keeping everyone up to date on the status of routine activities.
- Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence.
Customer Experience Sales Floor Department Manager
Walmart Canada
11.2018 - 10.2021
- Delivered fast, friendly, and knowledgeable service for routine questions and service complaints.
- Helped customer's works within established systems to achieve desired results and company loyalty.
- Supervised and trained customer service team members to provide exceptional service, driving retention and satisfaction.
- Exceeded team goals by training best practices and improve sales initiatives.
- Handled daily site administrative duties and support frontline staff to maintain professional space and environment on site in common areas in line with marketing and regulatory guidelines.
- Communicated sales targets and worked with front-line supervisors to enhance revenue numbers and promotional techniques.
Sales and Marketing coordinator
Vector Marketing Group (Brand-Rogers & Bell)
05.2018 - 12.2018
- Create and assess strategies to distribute and promote new service in market.
- Evaluate and communicate results of sales and marketing activities.
- Attend daily conference calls and report sales
- Support management in coordinating with field sales representatives and provide support.
- Maintain and update CRM system with weekly sales activity.
- Develop and apply skills in professional communications and building customer relations.
- Supporting territory team leads with oral and daily sales report updates.
Sales Representative (Part Time)
Knewsales Group (COSTCO Wholesale)
06.2017 - 04.2018
- Create professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
- Met with existing customers and prospects to discuss business needs and recommend solutions.
- Explain and demonstrate features about the Product/Service.
- Handle queries and complaints and meet the sales targets.
- Attend daily conference calls and reporting sales.
- Mentor for training new sales representative
Sales Representative/Brand Ambassador (Part Time)
Promostaff
06.2017 - 09.2017
- Developed engaging promotional strategies to enhance brand visibility and customer interaction.
- Executed product demonstrations, effectively communicating features and benefits to diverse audiences.
- Analyzed customer feedback to refine promotional approaches and improve audience engagement.
Sales Representative/Brand Ambassador
Promocell Marketing and Advertising Agency
10.2009 - 01.2016
- Omron- Electronic Medical Equipment (Boots Pharmacy- Deira City Centre
- Abbot Nutrition USA - (Roadshow Mall of the Emirates U.A.E)
- Rimmel Beauty Advisor - (Boots Pharmacy-Mall of the Emirates UAE)
- Olay Instore Beauty Advisor - (Carrefour-City Center U.A.E June 2013-June 2014)
- Lenovo laptops and tablets at GITEX i.e. Gulf Information Technology Exhibitions - (World Trade Centre U.A.E)-part time
- HP Hewlett Packard laptops and printers - (Mall of the Emirates U.A.E - May 2013-October 2013)
- Samsung mobiles, tablets and laptops - (Jumbo Electronics Midriff city center & Jacky Electronics) - part time
- Microsoft X-Box - (Deira City Centre U.A.E (part time)
- In store Braun Consultant - (Mall of the Emirates UAE Oct 2009 -Nov 2012)-full time
Insurance Call Centre Agent
Data Outsourcing LLC
10.2008 - 10.2009
- Demonstrate an understanding of products and share working knowledge of local markets and financial markets relevant to the client base
- Handling client complaints & queries of on a regular basis
- Worked with customers to understand needs and provide excellent service.
- Send reminders for policy premium due dates
- Meeting target
Call Center Representative
Pan Arab Research Centre
06.2008 - 09.2008
- Managed high-volume outbound calls, ensuring effective resolution of customer inquiries and concerns.
- Implemented quality assurance measures to assess call interactions, leading to improved customer satisfaction ratings.
- Trained new team members on call handling procedures and company policies, enhancing overall team performance.
Education
Post-Graduation Diploma - Marketing Management and Professional
Lambton College
Toronto, ON03.2019
BBA - International Business
American Heritage University
Dubai, U.A.E01.2012
12th - undefined
Gulf Indian High School
Dubai, U.A.E01.2008
Skills
- Legendary Customer Service
- Managerial experience
- Exceptional communication skills
- Training & Coaching
- Cash Handling
- Microsoft Office
- Critical Thinking
- Customer experience management
- Staffing and scheduling
- Sales and marketing
- Team Leadership
- Persuasive negotiator
- Relationship building and management
- Product promotion
- Client interaction
- Cross-selling techniques
- Client retention strategies
Languages
English
Full Professional
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Certification
Canadian Investment Fund Course
Timeline
Client Advisor (IFIC Certified)
RBC Royal Bank
03.2024 - Current
Personal Banker
HSBC Bank
05.2023 - 03.2024
Customer Experience Associate
TD Canada Trust
08.2022 - 12.2022
Customer Experience Sales Floor Department Manager
Walmart Canada
11.2018 - 10.2021
Sales and Marketing coordinator
Vector Marketing Group (Brand-Rogers & Bell)
05.2018 - 12.2018
Sales Representative (Part Time)
Knewsales Group (COSTCO Wholesale)
06.2017 - 04.2018
Sales Representative/Brand Ambassador (Part Time)
Promostaff
06.2017 - 09.2017
Sales Representative/Brand Ambassador
Promocell Marketing and Advertising Agency
10.2009 - 01.2016
Insurance Call Centre Agent
Data Outsourcing LLC
10.2008 - 10.2009
Call Center Representative
Pan Arab Research Centre
06.2008 - 09.2008
BBA - International Business
American Heritage University
12th - undefined
Gulf Indian High School
Post-Graduation Diploma - Marketing Management and Professional
Lambton College
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