Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
Generic

JASDEEP BADYAL

Squamish,BC

Summary

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Financial Services Representative

CIBC
04.2022 - Current
  • Collaborated with team members to achieve sales targets and improve overall branch performance.
  • Provided strategic financial advice to senior management and stakeholders.
  • Worked closely with other departments to provide seamless service delivery for complex client requests.
  • Facilitated educational workshops on various financial topics, empowering clients to make informed decisions about their finances.

Head Client Service Representative

CIBC
12.2019 - 04.2022
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Managed a diverse portfolio of clients, ensuring timely response to their needs and inquiries.
  • Cross-trained and backed up other customer service managers.
  • Met customer call guidelines for service levels, handle time and productivity.

Associate

Tim Hortons
03.2014 - 04.2019
  • Prioritized helping customers over completing other routine tasks in store.
  • Maintained up-to-date knowledge of store sales, payment policies and security standards.
  • Assisted in recruiting top talent for various positions within the company, contributing to a high-performing workforce capable of meeting business goals effectively.
  • Worked to meet or exceed special targets for credit card applications, special donations and specific product promotions.

Client Service Representative

CIBC
02.2018 - 03.2019
  • Enhanced productivity levels by anticipating needs and delivering outstanding support.
  • Developed and implemented customer service policies and procedures to apply best practices and establish quality standards.
  • Collaborated with cross-functional teams to ensure seamless delivery of services, resulting in higher client satisfaction levels.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.

Education

Diploma - Human Resource Management

IMT
GHAZIABAD
04.2012

BBA - Business Administration

PDDUMC
MEERUT
03.2010

Skills

  • Service Delivery
  • Team Player
  • Financial Planning
  • Risk Mitigation
  • Cash Flow Planning
  • Cost-benefit analysis
  • Loan and grant knowledge
  • Customer Relationship Management
  • Flexible Schedule
  • Analytical Thinking
  • Customer Relationship Building
  • Registered Financial Planner
  • Retirement planning
  • Cash Management
  • Sales Goals
  • Strategic Communication Management Professional
  • Risk Assessment
  • Investment strategies
  • Strong Work Ethic

Accomplishments

  • Always on leaderboard through effectively helping with given goals.
  • Got continuously purpose award since 2019 with accuracy and efficiency.

Languages

English
Full Professional
Punjabi
Native or Bilingual
Hindi
Native or Bilingual

Certification

  • Licensed Mutual Fund Rep- IFSE

Timeline

Financial Services Representative

CIBC
04.2022 - Current

Head Client Service Representative

CIBC
12.2019 - 04.2022

Client Service Representative

CIBC
02.2018 - 03.2019

Associate

Tim Hortons
03.2014 - 04.2019

Diploma - Human Resource Management

IMT

BBA - Business Administration

PDDUMC

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JASDEEP BADYAL