Rajvir Kaur
Cambridge,Canada
Summary
Dedicated and organized financial professional with exceptional relationship-building and problem-solving skills. Driven to exceed expectations and thrive in fast-paced, high-pressure environments. Self-motivated and able to work effectively as a team player, cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable, consistently delivering exceptional customer service and communicating effectively.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Associate Financial Advisor
CIBC (Canadian Imperial Bank of Commerce)
07.2021 - Current
- Provided financial advice and guidance to clients regarding investments, asset allocation, and portfolio diversification.
- Developed customized financial plans for clients based on their individual needs and goals.
- Explained complex financial concepts in an easy-to-understand manner to help educate clients about investing principles.
- Provided guidance on portfolio management strategies to customers based on individual needs and risk tolerance levels.
- Assessed customer complaints, identified root causes and developed solutions to improve customer satisfaction.
- Assisted staff with resolving complex customer issues and implementing targeted solutions.
Financial Service Representative
CIBC (Canadian Imperial Bank of Commerce)
11.2020 - 06.2021
- Providing Financial solutions to clients including Mortgage, lending and investments
- Client Engagement and Problem Solving
- Providing Lending and Investing advices.
Supervisor
Naan and Kabob
11.2018 - 04.2021
- Cash Handling and Customer Engagement
- Leading and Supervising Team
- Scheduling team and ordering the stock and raw material required for daily operations.
Customer Service Representative
CIBC (Canadian Imperial Bank of Commerce)
08.2018 - 11.2020
- Handle all Financial transactions on daily basis
- Client Engagement and Problem Solving
- Handling daily customer queries with the best possible solutions.
Assistant Manager
Axis Bank
06.2016 - 02.2018
- Expertise in Retail Foreign Exchange Remittances
- Processing personal loan applications and referring home loan applications to loan department
- Best performer award in 2017 for Mutual Funds investment deals
- The top performer in Punjab circle for Investment product sales with the highest revenue
- Coordinated and lead sales team
- Assist manager in all operational tasks.
Education
Global Business Management -
Centennial College
Toronto, ON08.2019
MBA (Finance and Marketing) -
Punjab Technical University
Kapurthala, Punjab05.2016
Skills
- Finance
- Marketing
- Customer service
- Organizational skills
- Communication skills
- Digital literacy
- Banking software
- Banking gadgets
- Mutual Funds
- Insurance
- Team lead
Languages
English
Full Professional
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Extra Curricular Experience
- Vice President (Finance Department) at Alumni Association, KCL-IMT College, Jalandhar, Punjab, India, 06/01/16, 02/01/18, Managed funding of various formal and social events by getting sponsors. Hosted various formal and informal events. Organized and coordinated the social cause events.
- Research Assistant (Volunteer), Danik Bhaskar Newspaper, Punjab, India, 07/01/15, 08/01/16, Assist a research project regarding customer satisfaction towards a local newspaper. Interviewed local customer through questionnaire and analyzed their responses.
Certification
PFSA (CSI)
FP I (CSI)
Mortgage Agent Level 1 (REMIC)
Canadian Investment Funds course (IFIC)
Timeline
Associate Financial Advisor
CIBC (Canadian Imperial Bank of Commerce)
07.2021 - Current
Financial Service Representative
CIBC (Canadian Imperial Bank of Commerce)
11.2020 - 06.2021
Supervisor
Naan and Kabob
11.2018 - 04.2021
Customer Service Representative
CIBC (Canadian Imperial Bank of Commerce)
08.2018 - 11.2020
Assistant Manager
Axis Bank
06.2016 - 02.2018
Global Business Management -
Centennial College
MBA (Finance and Marketing) -
Punjab Technical University
PFSA (CSI)
FP I (CSI)
Mortgage Agent Level 1 (REMIC)
Canadian Investment Funds course (IFIC)
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