Open To Work
Sapanjeet Kaur
Finance
Collingwood,ON
Summary
Dynamic, results-driven professional with a robust background in finance, sales, and business management. Known for exceptional problem-solving abilities and analytical acumen, coupled with a proven capacity to swiftly navigate new challenges. A track record of achieving measurable outcomes, fostering strong client relationships, and providing customized solutions highlights a commitment to excellence. A proactive team player dedicated to continuous learning, effectively leveraging transferable skills to drive organizational success.
Overview
5
5
years of professional experience
Work History
Banking Advisor
RBC
10.2023 - Current
- Provided tailored financial advice and education on investments and credit.
- Collaborated with experts in financial planning, retirement, mortgages, and business banking.
- Analyzed client financial behaviors and transaction patterns to support risk assessments.
- Worked closely with compliance and risk management teams to ensure adherence to regulatory requirements.
- Excellent written and oral communication skills, with proven ability to convey complex information clearly to diverse audience.
- Trained new staff on banking procedures, promoting knowledge sharing within the team.
- Drove a 210% growth in personal closed sales volume, increasing from $1.46 million in fiscal year 2023 to $4.53 million in fiscal year 2024.
- Delivered an overall sales volume growth of 108%, elevating total performance from $9.20 million in fiscal year 2023 to $19.20 million in fiscal year 2024.
Client Advisor
RBC
03.2023 - 10.2023
- Served clients by delivering exceptional customer service through completing transactions, engaging in needs-based conversations, and communicating with clients throughout the branch.
- Identified needs and provide tailored financial advice and solutions to clients, when possible, at the point of first contact.
- Contributed to team sales results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfill client solutions.
- Educated & assisted clients with using RBC digital capabilities.
- Managed risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions.
- Mentored junior advisors in building client relationships and improving service delivery.
Assistant Manager
Dollarama
11.2021 - 02.2023
- Provided support to the store manager in overseeing the daily retail store operations.
- Ensured compliance with company rules, regulations, and safety standards, promoting a culture of adherence to policies while mitigating operational risks.
- Participated in recruitment and training activities of new employees.
- Demonstrated strong problem solving skills by identifying areas for process improvement and recommending practical solutions.
- Addressed employee and customer concerns, providing solution in a timely manner to maintain a positive environment.
Assistant Manager
Amazon
10.2020 - 11.2021
- Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
- Directed and led employees, supervising activities to drive productivity and efficiency.
- Enhanced company policies and procedures to strengthen operational standards across departments.
- Implemented training process for newly hired employees.
- Analyzed logistics data to identify inefficiencies, track performance metrics, and provide actionable insights for improvements.
- Demonstrated clear and concise communication of logistics plans, expectations, and status updates to stakeholders at all levels, whether through emails, reports, or meetings.
Education
Post Degree Diploma - Management
Langara College
Vancouver, BC12.2017
Bachelor of Science - Science
Baba Farid University of Health Science
Punjab, India10.2014
Skills
- Risk evaluation and analysis
- Effective written and verbal communication
- Team development
- Business development expertise
- Effective time management
- Proficient in strategic planning
- Client engagement strategies
- Collaborative teamwork
- Financial guidance
- Analytical problem solving
- Strategic investment recommendations
- Requirement Analysis
Languages
English
Full Professional
Hindi
Full Professional
Punjabi
Full Professional
Timeline
Banking Advisor
RBC
10.2023 - Current
Client Advisor
RBC
03.2023 - 10.2023
Assistant Manager
Dollarama
11.2021 - 02.2023
Assistant Manager
Amazon
10.2020 - 11.2021
Post Degree Diploma - Management
Langara College
Bachelor of Science - Science
Baba Farid University of Health Science
RBC Best Performance Award 2024 West Toronto
Outstanding achievement and top sales performer.
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