Manmeet Kaur
Brampton,ON
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
3
3
years of professional experience
Work History
Operations Supervisor
Gatestone & Co. Inc. - CLIENT: CIBC
Toronto, ON
10.2022 - Current
- Developed strategies for problem solving and conflict resolution among team members.
- Conducted regular performance reviews to assess individual team member progress.
- Provided coaching and feedback on employee performance, encouraging professional development.
- Created training materials and conducted group trainings on new processes or procedures.
- Monitored daily workflow to ensure adherence to established policies and procedures.
- Held weekly staff meetings to review project updates, discuss issues, and brainstorm solutions.
- Collaborated with other departments to ensure alignment of goals across teams.
- Maintained a positive work environment that promoted collaboration between team members.
- Created and distributed monthly, quarterly and annual reports to management regarding performance.
Financial Services Representative
Gatestone & Co. Inc. - CLIENT: CIBC
Toronto, ON
04.2022 - 10.2022
- Researched and evaluated clients' financial objectives and risk tolerance levels.
- Analyzed financial data to identify opportunities for increasing profitability.
- Prepared reports detailing client portfolio performance and asset allocation.
- Provided accurate information regarding fees, commissions, regulations., related to financial services.
- Processed transactions quickly and accurately in accordance with established procedures.
- Managed multiple accounts simultaneously while ensuring compliance with all relevant laws.
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients.
Business Development Support Representative
Phyxable Inc.
Toronto, ON
05.2021 - 08.2021
- Tracked progress of projects assigned by senior management team members while providing regular updates regarding project status at different stages of completion.
- Responded promptly to customer inquiries through email or telephone while ensuring satisfaction throughout all communication exchanges.
- Prepared reports on sales performance, market trends and competitor activities.
- Evaluated and identified customer needs, preferences and requirements.
- Provided support to Business Development Managers in identifying new markets and developing relationships with existing clients.
- Acted as main point of contact in matters relating to client concerns and needs.
Education
Post Graduate Certificate- Marketing Management and Professional Selling -
Lambton College, Toronto
Toronto, ON08.2021
Undergraduate Degree- Bachelors in Commerce (Hons) -
Guru Gobind Singh College of Commerce, Delhi University, Delhi, India
05.2019
Skills
- Teamwork and Collaboration
- Financial Services
- Customer Relationship Building
- Account Documentation
- Verbal and Written Communication
- Documentation and Reporting
- Client Support
- Problem-Solving
- Analytical Thinking
- Leadership
- Giving Constructive Feedback
- Work Planning and Prioritization
- Team Building
- Key Performance Indicators
- Leading Team Meetings
- Computer Proficiency and Microsoft Office
Timeline
Operations Supervisor
Gatestone & Co. Inc. - CLIENT: CIBC
10.2022 - Current
Financial Services Representative
Gatestone & Co. Inc. - CLIENT: CIBC
04.2022 - 10.2022
Business Development Support Representative
Phyxable Inc.
05.2021 - 08.2021
Post Graduate Certificate- Marketing Management and Professional Selling -
Lambton College, Toronto
Undergraduate Degree- Bachelors in Commerce (Hons) -
Guru Gobind Singh College of Commerce, Delhi University, Delhi, India
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