Maneet Puri
Surrey,BC
Summary
Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with an adaptable approach. Over 9 years of success supporting client financial goals through astute investment guidance. Highly-motivated employee with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
9
9
years of professional experience
Work History
Security Officer
GardaWorld
Surrey, BC
11.2023 - Current
- Responded to alarms and conducted investigations as required.
- Responded to medical emergencies before paramedic and law enforcement arrival.
- Adhered to daily patrol schedules to support consistent security presence throughout property.
- Monitored access control systems and key code records for suspicious activities.
- Investigated reported incidents to protect company assets.
- Monitored surveillance cameras and responded to suspicious activity.
Relationship Manager
HDFC Bank Ltd
Jalandhar, Punjab
03.2021 - 06.2023
- Addressed inquiries from clients and department team members.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Built financial models to allocate resources, forecast cash and investment needs and make capital budgeting decisions.
- Monitored competitor activities and evaluated their strengths and weaknesses against our own business objectives.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Drafted sales sales management reports identifying clients at risk and analyzing quality of service and implementation of new strategies.
- Assessed customer requirements on an ongoing basis in order to provide tailored solutions.
- Delivered positive experiences to customers at every touch point through clear communication and implementing strategies to improve satisfaction.
- Conducted due diligence and fulfilled compliance requirements, communicating with other departments to complete requests.
Relationship Manager
Axis Bank Ltd.
Jalandhar, Punjab
05.2019 - 02.2021
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Addressed inquiries from clients and department team members.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Advised and counseled customers on financing and related matters, courteously educating clients and responding to inquires.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Drafted sales sales management reports identifying clients at risk and analyzing quality of service and implementation of new strategies.
Sales Development Manager
HDFC standard life insurance company
Jalandhar, Punjab
12.2014 - 04.2019
- Developed and implemented new sales strategies to update product lines.
- Supported sales team members to drive growth and development.
- Developed and implemented sales strategies to improve customer acquisition, retention, and profitability.
- Resolved customer complaints efficiently while maintaining a positive relationship with them.
- Assessed customer feedback to make improvements in product offerings or services provided.
Education
MBA - Business And Finance
UNIVERSITY CANADA WEST
Vancouver, BC12-2025
GED -
Gndu
Punjab, India04-2012
Skills
- Client Services
- Investor Relations
- Persuasive Communication Style
- Due Diligence
- Creative Thinking
- Customer Service-Oriented
- Problem-Solving Skills
- Emergency Response
- Investigation Documentation
- Emergency Management
Languages
English
Professional
Hindi
Native/ Bilingual
Punjabi
Native/ Bilingual
References
References available upon request.
Timeline
Security Officer
GardaWorld
11.2023 - Current
Relationship Manager
HDFC Bank Ltd
03.2021 - 06.2023
Relationship Manager
Axis Bank Ltd.
05.2019 - 02.2021
Sales Development Manager
HDFC standard life insurance company
12.2014 - 04.2019
MBA - Business And Finance
UNIVERSITY CANADA WEST
GED -
Gndu
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