Manmeet Kour
Langley
Summary
2.5+ year experience as a Financial Advisor. 11 years in sales and customer service.
Diploma in Canadian Investment Funds Course (CIFC) from IFSE.
Holds Valid (MFDA) Mutual Finds License.
Life License Qualified Professional (LLQP Licensed in BC, Canada)
Pursuing CPH (Conduct and Practices Handbook) course.
Multi-Lingual, can provide service in English, Punjabi, Hindi and Urdu.
Master in Business Administration and Bachelor in Computers Science.
Overview
15
15
years of professional experience
Work History
Associate Financial Advisor – Investments and Insurance
Aldergrove Insurance- Co-operators
07.2024 - Current
- Conduct branch client review meetings to update KYC and understand their changing needs VS the financial products they own.
- Build Network connections, attend Walkin clients and events to promote financial product awareness – RRSP, TFSA, RESP, Investment, Life Insurance, Health Insurance and Group Benefit Plans. Focus on wealth management for the client.
- Understand client assets, liabilities and needs to create a holistic financial plan in FSP software. Meet Compliance requirements, KYC and maintain client profile privacy.
- Well versed with Investment centre to create wealth clients’ accounts and use Dataphile software to generate reports.
- Record all transaction activity, client communication in Sales force and Investment centre.
- Manage appointments and prepare presentations for the client meetings.
Advisor Administrator– Investment, Life Insurance & AD&D
Sun Life Financial Canada
05.2023 - 07.2024
- Provided customer service to Sunlife clients, update KYC and understand their changing needs VS the financial products they own.
- Assisted Financial Planner in keeping investment accounts updated and compliant for existing clients.
- Met Compliance requirements, KYC and maintain client profile privacy for new investment accounts.
- Recorded client IPQ, and reviewed that investments are in compliance with IPQ.
- Recorded Client activity, communication and one plan on Sales force.
- Managed appointments and prepare presentations for the client meetings.
Client Relationship Manager
3S associates Financial Pvt Limited
Mohali
12.2018 - 10.2022
- Conducted daily face to face interactions to build customer relationship.
- Identified and solved customer issues related to their account or investment products.
- Provided financial advice and helped customers to select the product right for them.
- Worked with team of associates to provide exceptional customer service.
- Generated referential sales and increased investments by 12%.
- Provide exceptional customer service to the clients and conducted meetings to discuss future and current investments based on their financial objectives.
Customer Service Manager
Dhanlaxmi Finance Pvt. Limited
Chandigarh
03.2016 - 12.2018
- Helped to resolve account issues for Walkin customers.
- Booked online appointments and logged service request in CRM.
- Conducted regular meetings for the new offers and plans.
- Conducted cross functional meetings to discuss issues faced by the Clients.
- Reduced non-performing assets rate by conducting regular client meets.
Administration Assistant
Pearson Schools Limited, JLPL School
Mohali
09.2013 - 03.2016
- Trained team of Counsellors.
- Collaborated with partners to increase school admissions by 23%.
- Interacted with the parents/ guardians on admission queries.
- Designed different summer courses with the faculty to increase Revenue.
- Maintained budget for operation activities.
- Co-ordinated marketing events to generate admission leads and awareness about the courses offered.
Sales Associate
Clarity Medical Pvt. Ltd.
Mohali
10.2010 - 09.2013
- Promoted ECG machine sales and achieved top performer sales award.
- Managed B2B sales to new medical facilities – Hospitals/Clinics.
- Managed order booking in CRM and order tracking till delivery.
- Scheduled technical team visits for installation and training at customer premises.
Customer Service Associate
Clarity Medical Pvt. Ltd.
Mohali
10.2010 - 09.2013
- Helped customers to log support ticket.
- Directly communicated with the customers to resolve their queries.
- Managed customer service ticket resolution within SLA.
- Scheduled technical team visits for repair and training at customer premises.
- Managed logistics of replaced units.
- Generated upsell sales lead for ECG machines updated modules.
Education
Master of Business Administration -
Symbiosis
01.2007
Bachelor of Computer Application -
Kurukshetra University
01.2003
Skills
- MS Office
- Google Suite
- CRM Software
- Team Management
- Collaboration
- Engagement
- Conflict Resolution
Languages
Punjabi
English
Hindi
Urdu
Timeline
Associate Financial Advisor – Investments and Insurance
Aldergrove Insurance- Co-operators
07.2024 - Current
Advisor Administrator– Investment, Life Insurance & AD&D
Sun Life Financial Canada
05.2023 - 07.2024
Client Relationship Manager
3S associates Financial Pvt Limited
12.2018 - 10.2022
Customer Service Manager
Dhanlaxmi Finance Pvt. Limited
03.2016 - 12.2018
Administration Assistant
Pearson Schools Limited, JLPL School
09.2013 - 03.2016
Sales Associate
Clarity Medical Pvt. Ltd.
10.2010 - 09.2013
Customer Service Associate
Clarity Medical Pvt. Ltd.
10.2010 - 09.2013
Master of Business Administration -
Symbiosis
Bachelor of Computer Application -
Kurukshetra University