Summary
Overview
Work History
Education
Skills
References
Timeline
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NAVPREET KAUR

Ottawa,ON

Summary

Dynamic Financial Services Representative with a proven track record at TD BANK, excelling in customer relationship building and financial product sales. Expert in regulatory compliance and credit analysis, consistently meeting and exceeding sales quotas. Skilled in fostering client loyalty and securing repeat business through exceptional service and product knowledge.

Overview

3
3
years of professional experience

Work History

Financial Services Representative

TD BANK
Toronto, Ontario
03.2022 - Current
  • Customer service
  • Handled inbound/outbound calls
  • Opened Credit cards
  • Supported product change requests to communicate impact on capacity plans.
  • Advised clients on different products offered by bank.
  • Met metrics quarterly and annualy.

Pharmaceutical Sales Representative

CorVista Enterprises
Langley, British Columbia
09.2021 - 03.2023
  • Cross-sold additional products and services to purchasing customers.
  • Generated sales by prospecting leads, cold calling and negotiating advantageous deals.
  • Listened to customer needs to identify and recommend best products and services.
  • Assisted customers during selection process and helped choose perfect products to meet individual needs.
  • Provided exceptional customer service and follow-up to ensure satisfaction and repeat business.

Education

Associate of Science -

Douglas College
New Westminster, BC
02-2020

Skills

  • Customer relationship building
  • Financial product sales
  • Hospitality and accommodation
  • Account documentation
  • Sales quota achievement
  • Regulatory compliance
  • Credit analysis

References

References available upon request.

Timeline

Financial Services Representative

TD BANK
03.2022 - Current

Pharmaceutical Sales Representative

CorVista Enterprises
09.2021 - 03.2023

Associate of Science -

Douglas College

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