Manmeet Kour
Mississauga
Summary
Dynamic Associate Advisor from J&K Bank, renowned for elevating client satisfaction through personalized financial strategies and tax-efficient solutions. Expert in cash flow analysis and adept at building strong client relationships, I've significantly enhanced portfolio performance. My analytical thinking and exceptional communication skills have been pivotal in developing tailored wealth management solutions for high-net-worth individuals.
Overview
3
3
years of professional experience
Work History
Associate Advisor
J&K Bank
06.2019 - 10.2022
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Implemented tax-efficient strategies within client portfolios, optimizing after-tax returns over time.
- Cultivated strong relationships with clients through regular communication and attentive listening.
- Executed trades efficiently, minimizing transaction costs while maximizing portfolio performance for clients.
- Collaborated with senior advisors in creating customized wealth management solutions for high-net-worth individuals.
Education
Masters in Computer Application - Computer Application & Related Technologies
University of Jammu
Jammu , India 05-2022
Bachelor of Science - Applied Science & Calculated Mathematics
University of Jammu
Jammu , India 07-2016
Skills
- Client relationship building
- Cash flow analysis
- Performance reporting
- Retirement planning
- Client relationship management
- Negotiation
- Excellent communication
- Organizational skills
- Analytical thinking
- Product knowledge
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Timeline
Associate Advisor
J&K Bank
06.2019 - 10.2022
Masters in Computer Application - Computer Application & Related Technologies
University of Jammu
Bachelor of Science - Applied Science & Calculated Mathematics
University of Jammu
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