Manjit Singh Email & Phone Number

California, United States

Tracy, California, United States

🞕 Provide comprehensive financial and investment advice while customizing client solutions to achieve goals.🞕 Cultivate client relationships through communication, active listening, and needs assessment skills.🞕 Promote brand awareness of product offerings and services through detailed client discussions.🞕 Prepare customer presentations highlighting product offerings, including stocks, bonds, mutual funds, annuities, banking solutions, and money-managed solutions.🎯 Delivered 200% above performance goals for new accounts and transferred monies.🎯 Earned “Exceeds Expectations” on every performance review during tenure.🎯 Acknowledged with Top Performer Award for two consecutive months and recognized as Top 50 advisor in company for consecutive quarters.

Springdale Arkansas

🞕 Assessed client needs and recommended financial solutions aligned with investment/financial goals.🞕 Educated clients on Bank of America’s portfolio of products and services.🞕 Collaborated with internal stakeholders to enhance client experiences and service levels.🞕 Executed bank’s risk culture and strived for operational excellence.𝑲𝒆𝒚 𝑨𝒄𝒄𝒐𝒎𝒑𝒍𝒊𝒔𝒉𝒎𝒆𝒏𝒕𝒔:🎯 Recognized as #1 Relationship Manager for financial performance on numerous occasions.🎯 Surpassed aggressive sales goals around new accounts, cross selling, and referrals by 2x/3x.🎯 Nominated as subject matter expert on training new hires and onboarding financial advisors.