Customer Service Regulatory Compliance

GURPREET SINGH

Ottawa, ON K*E *K* 343-***-**** *****************@*****.***

PROFESSIONAL SUMMARY

Highly motivated and results-oriented professional with nearly 10 years of experience in finance, banking, lending, investments, and regulatory compliance. Proven ability to manage relationships with high-value clients, deliver personalized financial services, and enhance customer experiences. Skilled in leading teams, overseeing operations, and achieving Key Performance Indicators (KPIs). Organized, dependable, and adaptable with a track record of taking on added responsibilities to meet team goals. CORE SKILLS

• Portfolio Management: Loan performance tracking, minimizing non-performing assets, ensuring timely repayments

• Customer Service: Resolving grievances, answering daily banking queries, educating clients on new products

• Relationship Building & Negotiation

• Project & Time Management

• Problem Solving & Critical Thinking

• Regulatory Compliance & Risk Assessment

• Team Leadership: Performance reviews, staff training, conflict resolution, delegation

• Adaptability & Multitasking

• Technical Skills: Microsoft Office Suite (Word, Excel, PowerPoint), Banking Software PROFESSIONAL EXPERIENCE

Upper Technician–Sales Associate

Mr. Lube, Barrhaven Mar 2025-Current

• Customer Service/Sales: Greeting customers, discussing & recommending services, explaining vehicle assessments, closing the sale, coordinating with Lower Technicians

• Mechanical / Technical Duties: Performing oil & filter changes, replacing fluids & parts, applying enhancements, doing courtesy checks and tire-related tasks Manager RM – Retail Agri

HDFC Bank, India Aug 2021 – Feb 2025

• Managed banking relationships with agricultural clients including farmers, agribusinesses, and allied sectors

• Achieved sales targets for agri-related loans (crop, dairy, farm equipment financing)

• Conducted farmer meetings to promote bank products

• Addressed customer complaints promptly

• Trained and mentored support staff to improve skills and customer relations

• Coordinated with operations for timely disbursements Deputy Manager

YES Bank Ltd., India Mar 2019 – Aug 2021

• Promoted rural banking products and met sales goals

• Maintained long-term rural client relationships to deliver tailored solutions

• Oversaw credit assessment, loan processing, and branch operations

• Ensured regulatory compliance and risk mitigation in rural loan portfolios

• Collaborated with recovery teams to address overdue payments

• Prepared and presented reports to senior management

• Promoted digital banking and trained customers on digital tools Sales Officer

HDFC Bank, India Apr 2017 – Mar 2019

• Generated leads and promoted banking products through field visits

• Onboarded new customers with personalized banking solutions

• Built strong local business and community relationships

• Resolved grievances and ensured regulatory documentation compliance

• Monitored market trends to identify business growth opportunities EDUCATION

• Bachelor of Science (Non-Medical) Guru Nanak Dev University, Punjab, India 2013 – 2016

• High School Education (Physics, Chemistry, Mathematics) SGHP Senior Secondary School 2011 – 2013

LANGUAGES

• English – Advanced

• Hindi – Advanced

• Punjabi – Native

Contact this candidate