Summary
Overview
Work History
Education
Skills
Languages
career objective
profile snapshot
personal information
Timeline
Generic

Rajpreet Uppal

Abbotsford,Canada

Summary

Enthusiastic candidate with extensive experience in customer service . Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to follow policy and procedure including adaptability of new systems and changes.

Overview

14
14
years of professional experience

Work History

Retail Banker

ATB FINANCIAL
07.2018 - Current
  • Providing expert customer service to day to day clients as well as Business Clients by solving their issues and helping them with the queries
  • Working on both Banking and MasterCard queries including finding transaction details, fraud calls, transfer between accounts, e transfers, app issues, multiple MasterCard accounts for business customers, creating and updating accounts.
  • Assisting clients submitting disputes and fraud claims.
  • Transforming the customer experience by introducing our customers to experts and educating them on our digital tools and resources
  • Maintaining and building customer relationships by providing optimum customer service
  • Developing and building internal partner relationships with other ATB departments, supporting branch operations to meet customer service requirements and to assist with resolving issues or concerns
  • Actively participating in team meetings and huddles

Accountant Assistant

B & B TECHNOLOGIES LIMITED
05.2016 - 04.2018
  • Processing accounts payable and ensuring timeliness and accuracy of information
  • Summarizing receivable by maintaining invoice accounts, coordination monthly transfer to Accounts receivable accounts, verifying totals and preparing financial reports using Billing Software
  • Creating, producing and editing various complex documents including correspondence, proposals, presentations, and spreadsheets using advanced software features (Word documents, PowerPoint presentations, and Excel spreadsheets)
  • Receiving the phone calls and solving customer queries and request
  • Helping technician with regards to their work orders and other.

Inside Sales Representative

ZEDD CUSTOMER SOLUTIONS
04.2015 - 11.2015
  • Connect and build rapport with a variety of customers by actively listening to our customers, asking the right questions and offering solutions (products and services) which cater to customer needs
  • Deliver reliable solutions to customers with a sense of urgency and sound judgement
  • Drive the sale of company products and services by consistently meeting/exceeding individual sales targets
  • Complete accurate transaction in a timely manner
  • Compatibility with sales, call duration, quality and customer retention
  • Accept instant changes in fast paced, performance drive environment.

Trade promotion Officer

Taipei World Trade Centre Liaison Office in Mumbai (Taiwan External Trade Development Council)
12.2012 - 08.2014
  • Organizing & leading Special Indian Delegations to Taiwan from varying sectors
  • Promoting annual Taiwanese International trade shows
  • Organizing and co-coordinating online meetings between Indian and Taiwanese buyers
  • Market research of existing products & new products that Taiwanese companies wish to Introduce into the Indian market
  • Creating Marketing Research reports for Taiwanese companies who wish to enter the Indian market
  • Handling trade inquiries to and for Taiwan
  • Encouraging bilateral trade between India and Taiwan
  • Arranging and coordinating a Trade Delegation between India and Taiwan.

Mutual Fund Sales Associate

Birla Sun Life Asset Management Company Ltd. (BSLAMC)
01.2012 - 04.2012
  • Engaging with several clients every day to meet their immediate and future needs, offer advice, resolved clients queries, handle objections and complete sales target for the company
  • Proactively contact clients by phone to identify potential client needs, and schedule appointments to further discuss clients' opportunities
  • Seek to understand and advise clients based on their need with regards to investment in Mutual Funds
  • Participate in marketing and business development activities such as client acknowledgement programs and client appreciation activities
  • Provide sound advice at every customer interaction to create a positive customer experience.

Business Development Executive

ICFAI University- (IFEN)
07.2011 - 01.2012
  • Respond to enquiries from members of the business community concerning development opportunities
  • Provide consulting services to government and other organizations
  • Deliver presentations at conferences, workshops
  • Conduct analytical marketing studies; Design, conduct and analyze quantitative and qualitative research projects
  • Develop marketing strategies; Conduct online marketing, E-commerce and Website promotions.

Mutual Fund Sales Representative

Kotak Mahindra Asset Management Co. Ltd.
12.2009 - 01.2011
  • Engaging with several clients every day to meet their immediate and future needs, offer advice, handle objections and complete sales target for the company
  • Proactively contact clients by phone to identify potential client needs, and schedule appointments to further discuss clients' opportunities and resolved clients queries
  • Seek to understand and advise clients based on their need with regards to investment in Mutual Funds
  • Work as part of a team to ensure the client is receiving the most appropriate advice
  • Participate in marketing and business development activities such as client acknowledgement programs and client appreciation activities
  • Provide sound advice at every customer interaction to create a positive customer experience
  • Ensure customer problems are handled appropriately, escalating issues when necessary
  • Ensure the customer area is professional and inviting in appearance.

Education

Post Graduate Diploma in Financial Planning & Wealth Management -

Lambton College
09.2014

Bachelor Of Arts ( Economics ) -

Icles Motilal Jhunjhunwala College
04.2008

Higher Secondary Certificate -

Bharati Vidyapeeth College
02.2005

Skills

  • Time management
  • Fraud detection
  • Customer Service
  • Account Services
  • Balance Transfers
  • Decision-Making
  • Exceptional Customer Service
  • Identity Verification
  • Compliance, Banking Laws, and Regulations
  • Customer Service-Oriented

Languages

English
Full Professional
Punjabi
Native or Bilingual
Hindi
Native or Bilingual

career objective

To work in a challenging job environment that utilizes my skill and expertise to contribute for the growth of the organization and also offer ample learning opportunities., To pursue a long term career where to grow with the company and be a signature in the global financial market.

profile snapshot

14+ year of experience in Customer Service, Banking Service, Sales & Marketing. Good communication skills and profound ability and desire to work in a team environment and accomplish goals

personal information

Nationality: Indian

Timeline

Retail Banker

ATB FINANCIAL
07.2018 - Current

Accountant Assistant

B & B TECHNOLOGIES LIMITED
05.2016 - 04.2018

Inside Sales Representative

ZEDD CUSTOMER SOLUTIONS
04.2015 - 11.2015

Trade promotion Officer

Taipei World Trade Centre Liaison Office in Mumbai (Taiwan External Trade Development Council)
12.2012 - 08.2014

Mutual Fund Sales Associate

Birla Sun Life Asset Management Company Ltd. (BSLAMC)
01.2012 - 04.2012

Business Development Executive

ICFAI University- (IFEN)
07.2011 - 01.2012

Mutual Fund Sales Representative

Kotak Mahindra Asset Management Co. Ltd.
12.2009 - 01.2011

Post Graduate Diploma in Financial Planning & Wealth Management -

Lambton College

Bachelor Of Arts ( Economics ) -

Icles Motilal Jhunjhunwala College

Higher Secondary Certificate -

Bharati Vidyapeeth College

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Rajpreet Uppal