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, India01.2017
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)