Summary
Overview
Work History
Education
Skills
Timeline
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Tanveer Kaur

Ottawa

Summary

Results-driven and customer-focused banking professional with over 6 years of experience in financial services, client relationship management, and banking operations. Proven track record in achieving sales targets, managing portfolios, and ensuring compliance with regulatory guidelines. Skilled in cross-selling financial products, analyzing financial data, and delivering tailored financial solutions to individuals and businesses. Adept at working in fast-paced environments with a strong commitment to accuracy, confidentiality, and customer satisfaction.

Overview

8
8
years of professional experience

Work History

Branch Operations Supervisor

ICICI BANK CANADA
06.2024 - Current
  • Oversee daily branch operations to ensure seamless service delivery, compliance with internal policies, and adherence to regulatory standards.
  • Supervise front-line staff, ensuring accurate transaction processing, customer service excellence, and adherence to security protocols.
  • Conduct cash management activities, including vault balancing, teller cash limits, and reconciliation of ATM and branch funds.
  • Support audit processes by maintaining up-to-date records, ensuring documentation accuracy, and implementing corrective actions for findings.
  • Train, mentor, and evaluate branch staff to maintain high performance and ensure adherence to banking best practices.
  • Manage branch inventory including debit cards, cheque books, and client documents; maintain proper logging and secure storage.
  • Coordinate with corporate head office and compliance teams for regulatory reporting, KYC/AML documentation, and branch audits.
  • Handle escalated customer issues with professionalism and resolve service-related concerns efficiently.
  • Ensure timely execution of transactions such as wire transfers, drafts, account openings, and loan disbursements as per compliance standards.
  • Monitor branch performance metrics and assist branch manager in achieving business development and operational goals.

SERVICE RELATIONSHIP MANAGER

Citi Bank
10.2022 - 10.2023
  • Deliver wealth management services to Citibank clients with guidance from the Banker teams
  • Manage and execute client transactions with respect to business and individual banking, credit and investment products
  • Ensure transactions are completed within audit and compliance standards as well as timely
  • Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
  • Developed strong rapport with clients through consistent communication and thorough understanding of their needs and expectations.

SALES MANAGER

White Hat Jr.
10.2021 - 11.2021
  • Diligently communicating and priming the leads through different channels
  • Monitor customer preference's to determine the focus of sales efforts
  • Resolve customer complaints regarding sales and service
  • Educated customers on available processes and services
  • Monitored sales team performance and provided training to help reach targets.

BRANCH SALES AND SERVICE MANAGER

Standard Chartered Bank
06.2019 - 04.2021
  • Managing Portfolio of 800 Clients
  • Analyzing the risk appetite of individuals and recommending suitable Banking and Investment Products
  • Increased overall revenue by upselling additional services and products during routine maintenance visits.
  • Resolved escalated customer complaints professionally, turning potentially negative experiences into opportunities for continued patronage.
  • Efficiently handling complaints and providing resolution
  • Develop focus strategies for acquiring, retaining and growing Clients
  • Providing Banking solutions to the rising needs of the Clients.

SALES EXECUTIVE

Development Bank of Singapore
07.2017 - 02.2019
  • Acquiring Corporate Clients and managing corporate tie ups
  • Ensuring highest level of service to customers
  • Developed Strategic relationship with existing Clients while conducting cold and warm calls with prospects
  • Acquired new Clientele and developed Client relationships by hosting product-focused Events
  • Trained new Sales Team Associates in products, Selling Techniques and company procedures.
  • Developed sales strategy based on research of consumer buying trends and market conditions.
  • Developed key partnerships, resulting in increased lead generation and cross-selling opportunities.

Education

MBA -

Ajeenkya D.Y.Patil University
07.2018

Bachelor's of Commerce -

St.Thomas College
01.2016

Skills

  • Consultative Selling
  • Banking operations
  • Relationship Building
  • Team management

Timeline

Branch Operations Supervisor

ICICI BANK CANADA
06.2024 - Current

SERVICE RELATIONSHIP MANAGER

Citi Bank
10.2022 - 10.2023

SALES MANAGER

White Hat Jr.
10.2021 - 11.2021

BRANCH SALES AND SERVICE MANAGER

Standard Chartered Bank
06.2019 - 04.2021

SALES EXECUTIVE

Development Bank of Singapore
07.2017 - 02.2019

MBA -

Ajeenkya D.Y.Patil University

Bachelor's of Commerce -

St.Thomas College

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Tanveer Kaur