Summary

Overview

Work History

Education

Skills

Timeline

Sehajpreet Chhina

Brampton,Canada

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

1

1

year of professional experience

Work History

Financial Advisor

Kognitive Tech

Brampton, ON

09.2021 - Current

Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
Worked with clients to support understanding of rationale and details of financial strategies.
Performed due diligence and valuation processes.
Boosted sales by 15% and exceeded sales target by employing consultative sales tactics and superior customer care.
Guided clients through compiling important financial histories and documentation for evaluation.
Expanded customer base through community outreach and strategic business partnerships.

Education

Diploma - Applied Technology - Biotechnology

Seneca College of Applied Arts And Technology

North York, ON

08.2022

Bachelor In Biotechnology - Biotechnology

DAV University

Jalandhar

03.2020

Skills

Cash Management Strategies
Investment Opportunity Identification
Financial Knowledge

Customer Transactions
Creative Solutions
Financial Sales

Timeline

Financial Advisor

Kognitive Tech

09.2021 - Current

Diploma - Applied Technology - Biotechnology

Seneca College of Applied Arts And Technology

Bachelor In Biotechnology - Biotechnology

DAV University