Manpreet Kaur

Investment Specialist

Email: - adym1m@r.postjobfree.com

LinkedIn: http://www.linkedin.com/in/manpreet-mehrok4b997b135

Contact #: 365-***-****

*** ***** **** *****

Brampton, ON.

L7A L3

Objective:

Dedicated, motivated to maintain customer satisfaction and contribution to company success. Proven ability to establish rapport with clients and exceeds sales quotas. Reliable and driven, with strong time management and prioritization abilities.

Work Experience:

Investment Specialist: BMO Investor line (2021- Present)

Interact with clients virtually via Inbound – Outbound calls and emails.

Probes to understand Customer needs and advises them their unique needs.

Place Trades of Equities, Foreign Exchange, ETFs, Mutual Funds, Bonds, GICs and Options.

Assist client with their inquiries regarding different securities, such as, Dividend Payout, Ex dividend date, Stock Split, Reverse Stock Split, Option Chains.

Achieve sales target with a focus on relevant investment products.

Stays abreast of client’s needs, industry trends and best practices as it relates to the products and services provided.

Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed.

Integrates marketing promotions and programs into customer conversations where appropriate.

Provide a high-level Customer Service experience by adding value to each interaction.

Adheres to regulatory and compliance requirements.

Developing and sustaining long-term relationships with clients to retain them in business and client referrals.

Developing in-depth knowledge of our financial products to assist clients accordingly

Part Time Sales Associate: Scratch and Dent Depot (Oct 15th 2022 – Present, Only on Weekends)

Assist client with range of products, cater their needs with suitable product

Prepare Invoices and Delivery Reports

Ensures after sale service while offering them Extended Warranty

Advertise products with exclusive discounts and sales going on.

Full time Supervisor: Tim Hortons (2019- 2021)

Assist customers to address their needs, concerns and guide them about various products.

Handle Customer’s inquiries about new and existing products.

Coordinate the staff to meet the team goals.

Assign duties and allocate responsibilities to staff on the floor.

Handling Inventory to ensure FIFO is in place to overcome extra stock up.

Maintain relations with clients to retain clients and offer them after sale service to address inquiries if they have any.

Perform general office duties such as ordering supplies, maintaining records data base systems and performing basic bookkeeping work.

Maintain polite and professional communication via phone, e-mail and mail

Anticipate the needs of others in order to ensure their seamless and positive experience.

Achievements:

Spotlight Winner for Quarter 1 of 2023 for accomplish overall targets.

Spotlight Winner for Quarter 3 of 2022 for commitment to work, Customer satisfaction

Education:

Business Management – International Business

Lambton College

2017 JAN- 2018 September

Masters in Finance and Accounting

Guru Nanak Dev University

2013- 2015

Bachelor in Finance and Accounting

Guru Nanak Dev University

2011- 2013

Certifications:

Canadian Securities Course

Conduct & Practices Handbook Course

Derivatives Fundamentals and Options Licensing Course

IRT-30

Continuing Education.

Skills:

Excellent Customer Service

Ability to build credibility and establish good relationship with staff and clients

Problem-Solving and decision making

Exceptional communication and research capabilities

Outstanding organizational, time Management and multitasking skills

Work well alone and in a team, either as a contributing team member or team leader

Microsoft Office Skills

Analytics

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