Simrat Sandhu
Vancouver
Summary
IFC certified dedicated and passionate financial advisor with comprehensive knowledge in Canadian banking, current economic sentiments and bank product offerings to understand and full client needs along with vast experience providing exceptional customer service to a wide variety of clients. Fueled by passion for providing tailored strategies and cultivating lasting relationships. Motivated to extend elevated advice and financial solutions to customers to encourage retention along with providing potential clients with banking education to support their needs. Passionate about making financial services accessible and customer-centric, ready to help clients achieve their goals.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Advisor
Scotiabank
06.2024 - Current
- Lead client relationships, collaborate closely to understand financial situations by proactively reaching out, offering tailored advice and strategies while ensuring compliance with regulations and continuously enhancing my expertise through ongoing professional development.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Met customer needs through open-ended questions and financial evaluations and demonstrating leadership in outbound sales and advice.
Customer Experience Associate
Scotiabank
04.2023 - Current
- Facilitating the onboarding process of 15 daily accounts to attain Senior customer experience associate elevation, while consistently initiating account openings to drive business for the branch.
- Executing transactions at the personal and business lines to engage customers in day-to-day advice needs and service transactions, with an aim to provide digital education and problem resolution related to banking solutions.
- Meeting customer needs through open-ended questions and financial evaluations, exceeding sales goals, maintaining 1st quartile performance at 126%, and demonstrating leadership in outbound sales and advice.
- Leveraging job shadowing experience to offer expect sales advice on lending and investment products.
- Assisting branch team and financial advisory team to surpass the assigned sales targets and business objectives by promoting banking solutions and fulfilling processes promptly.
- Scanning through customer profiles to identify areas of opportunities based on their banking requirements and refer them to advisors in order to contribute towards the branch's business generation objectives.
Beauty Advisor
Aveda - The Estee Lauder Companies
07.2022 - 04.2023
- Delivered exceptional customer service and beauty advice consistently to develop and grow loyal customer base and achieving sales targets.
- Collaborated with sales team members and counter managers to detect and capitalize on business development opportunities and increase team revenue.
- Started conversations with browsing customers to initiate contact and uncover sales opportunities for available beauty products and services.
- Analyzes customer information to identify opportunities for growth and expansion of services.
- Build strong customer relationships and deliver excellent customer service.
- Demonstrated products and advised customers on optimal choices and techniques to close sales and exceed daily targets.
Sales Ambassador
Neo Financial
04.2022 - 07.2022
- Solved customer problems at same time meeting and exceeding daily targets.
- Connected with customers about sales activities and educated them about company's products and paying attention to special needs and wants.
- Built strong customer relationships by delivering exceptional customer service.
- Demonstrated success in target-based performance environment, contributing positively to team-oriented work environment.
- Trained and mentored new sales representatives in performance strategies to ensure they are confident in executing sales and service activities independently.
Education
Post Degree in Business Administration
Langara College
Vancouver, BC04-2023
Bachelor of Business Administration -
Punjabi University
India05-2020
Skills
- Analytical and problem-solving skills,
- Critical thinking
- Banking solutions
- Client centricity
- People skills
- Client relationships
- Mutual funds
Certification
Investment In Funds In Canada (IFC) certified
Timeline
Financial Advisor
Scotiabank
06.2024 - Current
Customer Experience Associate
Scotiabank
04.2023 - Current
Beauty Advisor
Aveda - The Estee Lauder Companies
07.2022 - 04.2023
Sales Ambassador
Neo Financial
04.2022 - 07.2022
Post Degree in Business Administration
Langara College
Bachelor of Business Administration -
Punjabi University
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