Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

MANPREET KAUR GREWAL

Etobicoke,ON

Summary

Driven skilled and highly motivated Management and Customer Service professional with progressive experience in areas of Banking, Client Operations, Marketing, Sales, Administration, Operations, Coordination, and related scenarios. I am actively seeking a full-time position with your company in the realm of my expertise and broad experience. I aspire to help your organization attain its goals by using my robust organizational skills, genuine passion for professional customer service and sales excellence, highly refined time management abilities and dynamic results-driven work ethic in fast paced multidisciplinary independent or team customer-centric environments.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Invest-By Phone Advisor

ROYAL BANK OF CANADA
09.2022 - Current
  • Adheres to regulatory and compliance requirements, includes AML requirements, RMFI requirements
  • Complete complex & diverse task within given rules/limits and may include handling escalation from other employes
  • Stay abreast of clients needs, industry trends and best practices, and the regulatory environment as it relates to products and services provided
  • Maintain current knowledge of investment markets, practice and trends and integrates into client’s conversation in professional manner
  • Probe to understand client’s needs and advise them through their unique investment needs
  • Perform all required documentation after complete interaction to ensure accurately processed.

Banking Advisor

ROYAL BANK OF CANADA
05.2021 - Current
  • Proactively engaging with clients through various communication channels to deliver an outstanding customer service experience
  • Upselling Products and Services

Customer Service Representative

CIBC
09.2019 - 05.2021
  • Putting clients' needs first and engage with the purpose to nd the right solutions Driven to succeed by accomplishing goals and delivering the best to make an impact Passionate about people by finding meaning in relationships and surround a diverse network of partners

Floor Manager

Khazana
06.2018 - 06.2019
  • Monitored employee productivity and optimized procedures to reduce costs
  • Conducting business reviews to ensure clients are satisfied with their products and services Responsible for ensuring that all financial (invoice/reporting) and administrative duties are completed accurately on time, and in accordance with company policies and procedures Identify and delegate responsibilities to shift leaders and staff to ensure objectives are met and excellent service is consistently achieved.

Assistant Manager

Khazana
02.2017 - 05.2018
  • Evaluate and communicate results of marketing activities using customer feedback, financial indicators, and a variety of business technologies including customer relationship management
  • Communicate marketing information and deliver a professional sales presentation persuasively and accurately to potential investors and help accelerate quality brand expansion Prepare schedules and ensure that the restaurant is staffed for all shifts
  • Investigate and resolve complaints concerning food quality and services.

Supervisor

Warriach
10.2016 - 01.2017
  • Attained the expectations by continual learning, application of procedures and skills, as well as meeting or exceeding company needs with genuine passion Assisted customers over the phone with queries pertaining to quality and services
  • Evaluated and analyzed relevant work functions for various customer service situations in a proactive manner, whilst ensuring adherence to compliance per company guidelines Developed strong functional and operational knowledge throughout the customer rapport process in a professional and conducive manner

Cashier

Warriach
02.2016 - 09.2016
  • Welcoming customers, answering their questions, helping them, and providing advice or recommendations Balancing the cash register and generating reports for credit and debit sales
  • Accepting payments, ensuring all prices and quantities are accurate
  • Processing refunds and exchanges, resolving complaints
  • Support other areas of the restaurant as required.

Customer Service Representative

Allied Global
08.2015 - 01.2016
  • Made outbound calls, facilitated inbound calls, and converting leads or prospects to sales Maintained quality service by following company policy and procedures Helped clients gain the best deal possible whilst conforming to company expectations Created strong relationships and viable connections with vendors and dealer
  • Utilized critical thinking and communication skills to solve problems during irregular situations

Supervisor

First Source Solution Limited
02.2015 - 05.2015
  • Maintains call center database by entering and verifying information; updating contact log Improves quality results by recommending changes
  • Overseeing and assessing staff activities, and providing them with regular performance-related feedback Investigating and solving customer complaints.

Team Leader

First Source Solution Limited
05.2014 - 01.2015
  • Assisted customers over the phone with queries pertaining to products and services
  • Maintaining high call quality rates, low call times, and decreased abandon rates
  • Ensuring department needs are met in a timely, diligent, and empathetic manner
  • Directing and overseeing team members.

Customer Service Representative

First Source Solution Limited
03.2013 - 04.2014
  • Evaluated and analyzed relevant work functions for various customer service situations in a proactive manner
  • Exceeded sales targets, team goals, and overall organizational objectives with a strong drive and focus Helped large volume of customers every day with positive attitude and focus on customer satisfaction
  • Adhered to company policies and scripts to consistently achieve call-time and quality standards.

Education

Post Graduate Diploma - Marketing Management & Professional Sales

LAMBTON COLLEGE
Pillai College of Arts, Commerce And Sience India, India
01.2017

Bachelor's Degree - Bachelor's of Commerce

LAMBTON COLLEGE
01.2013

Skills

  • Banking products knowledge
  • Issue and Complaint Resolution
  • Multitasking and Prioritization
  • Creative Problem Solving
  • Inbound and Outbound

Certification

Investment Funds In Canada (IFIC)

Timeline

Invest-By Phone Advisor

ROYAL BANK OF CANADA
09.2022 - Current

Banking Advisor

ROYAL BANK OF CANADA
05.2021 - Current

Customer Service Representative

CIBC
09.2019 - 05.2021

Floor Manager

Khazana
06.2018 - 06.2019

Assistant Manager

Khazana
02.2017 - 05.2018

Supervisor

Warriach
10.2016 - 01.2017

Cashier

Warriach
02.2016 - 09.2016

Customer Service Representative

Allied Global
08.2015 - 01.2016

Supervisor

First Source Solution Limited
02.2015 - 05.2015

Team Leader

First Source Solution Limited
05.2014 - 01.2015

Customer Service Representative

First Source Solution Limited
03.2013 - 04.2014

Post Graduate Diploma - Marketing Management & Professional Sales

LAMBTON COLLEGE

Bachelor's Degree - Bachelor's of Commerce

LAMBTON COLLEGE
Investment Funds In Canada (IFIC)
MANPREET KAUR GREWAL