Simrandeep Kaur
Scarborough
Summary
Dynamic financial professional with a proven track record at Pay2day, adept in customer relationship management and cash management. Excelled in enhancing client relations and achieving sales goals through informed industry practices. Skilled in financial services, demonstrated by effectively managing risk and fostering client loyalty. Achieved significant improvements in branch performance and client retention.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Services Representative
Pay2day
06.2024 - Current
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
Assistant Insuarance Advisor
WFG, World Financial Group
05.2024 - 10.2024
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
Education
Diploma With Honours - Business
Seneca College of Applied Arts And Technology
North York08.2023
Skills
- Financial services
- Customer relationship management
- Cash management
- Sales goals
- Account documentation
Certification
- L.L.Q.P
Timeline
Financial Services Representative
Pay2day
06.2024 - Current
Assistant Insuarance Advisor
WFG, World Financial Group
05.2024 - 10.2024
- L.L.Q.P
Diploma With Honours - Business
Seneca College of Applied Arts And Technology
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