Manjot Kaur Rekhi

• Opening bank accounts, Doing credit card & line of credit applications.
• 2 times Star of the week title holder, Achieved top 40%, 60% in 2 consecutive quarters
• Never missed CAR goals and activities in the past 12 weeks, Workhub has been at either 0 or 1 during the last 3 months
• Dealt with mortgages- preapproval, renewals, new applications.
• Mutual funds license holder, Dealt with investments, GIC renewals & mutual funds.
• Confident while finding solution to queries using job aids and Branch resource center
• Always try to learn and take guidance from management in right places, actively working towards development plan and elevation
• Great at relationship building with customers, always make decision from client perspective
• Got 50+referrals from existing clients
• Always open to feedback from clients through SAT checks, always have a next contact or follow-up with client in place

• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
• Facilitated new client onboarding process and investment account setup.

• Maintained electronic and paper filing systems for easy retrieval of information.
• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
• Tracked office supplies and restocked low items to keep team members on-task and productive.
• Interacted with customers by phone, email, or in-person to provide information.
• Reconciled account files and produced monthly reports.

• Making loans
• Doing due diligence before accepting a loan
• Filing of documents and papers
• Dealing with clients firsthand
• Learnt book keeping
• Learnt record keeping of all customer transactions
• How to close an outstanding loan
• How to open a new loan upon closing the previous loan by doing appropriate due diligence
• Learnt how to use the western union software
• Learnt how to send money by using western union
• Answering phone calls and emails
• Making Data entries

• Greeted guests in with friendliness and professionalism.
• Worked closely with management to provide effective assistance for specific aspects of business operations.
• Assisted manager in all aspects of business operations.
• Monitored and ordered supplies and materials to keep office well stocked.
• Offered technical support and troubleshot issues to enhance office productivity.

• Handled customer inquiries and suggestions courteously and professionally.
• Actively listened to customers & handled concerns quickly.
• Maintained high customer satisfaction standards to meet or exceed targets.
• Handled customer issues with confidence, using complex problem solving to provide effective resolution.
• Pleasantly greeted customers and asked open-ended questions to better determine needs.
• Dealt with Amadeus.
• Worked on Air ticketing.
• Worked on dealing with different types of customer queries.
• Dealt with completion of provided tasks within deadlines.
• Dealt with complex passenger queries.