Amarpreet Kaur work email
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Amarpreet Kaur personal email
Working in the Financial Services Industry comes with a lot of responsibility which in turn can only be justified by technical skills, strong interpersonal skills and emotional intelligence. Having worked in this industry for little over 14 years, I have been a trusted ally for hundreds of clients as their Wealth/Relationship Manager, getting genuinely interested in their lives to understand their relationship with money and what money needs to be for them.I am reasonably qualified by experience as well as by certifications to deliver advice on diverse financial/Investment products such as Managed Funds, Personal Insurance, Deferred and Lifetime Annuities, Equity, Fixed Income Securities (Bonds), Structured Notes, Wraps, Dual Currency Deposits & Foreign-exchange.Completed Diploma in Financial Planning after relocating to Australia in 2010. Since 2011, as a Client Relationship Manager, my key responsibilities were management across, admin and advice and compliance for a boutique financial planning firm ensuring superior customer experience whilst maintaining high compliance standards. I enjoy being with people, loved all my roles and there was something to learn every single day.Currently studying towards Advance Diploma in Financial Services with a keen desire to step into a role of a Financial Planner.
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Senior AssociateNab Jul 2024 - Present -
AssociateNab Jun 2021 - Jun 2024 -
Associate Financial PlannerNab Jul 2017 - May 2021 -
Client Relationship ManagerWealth Logic Pty Ltd Jun 2011 - Nov 2016Adelaide, AustraliaManagement of advice and compliance for a superior service delivery for this boutique high net worth financial planning practice. -
Senior Relationship ManagerCiti Apr 2009 - Jul 2010Dubai, United Arab EmiratesAssessment of complex financial needs of high net worth clients and provision of recommendations to enhance their financial situation in a consultative way. -
Premier Relationship ManagerHsbc Mar 2007 - Aug 2008Dubai, United Arab EmiratesTo develop appropriate financial plans for Non Resident Indians as regard to their financial goals and current financial situation .Effectively communicate complex information to clients to help them make informed decisions. -
Citigold Relationship ManagerCiti Nov 2005 - Mar 2007IndiaEngaging new and existing clients in order to discuss their financial circumstances and future needs to assist them with suitable advice/solution. -
Area Sales ManagerHdfc Standard Life Insurance Mar 2002 - Nov 2005IndiaTraining, coaching and management of a team of brokers for sale of insurance products (Term, Trauma, Endowments, and Deferred and Lifetime Annuities) -
Area Sales ManagerRanbaxy Sep 1998 - Mar 2001IndiaBuilding strong business relationships with key industry players whilst achieving sales goals/growth across allocated territories whilst leading the sales team. Provision of coaching and training to sales representatives on ongoing basis. -
Marketing ExecutiveRanbaxy Jul 1996 - Aug 1998IndiaTo increase visibility and awareness of company's Cardiovascular, CNS, Antibiotics and supplements range, and maximise sales growth.
Amarpreet Kaur Education Details
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Frequently Asked Questions about Amarpreet Kaur
What company does Amarpreet Kaur work for?
Amarpreet Kaur works for Nab
What is Amarpreet Kaur's role at the current company?
Amarpreet Kaur's current role is Business Lending.
What is Amarpreet Kaur's email address?
Amarpreet Kaur's email address is am****@****o.co.in
What schools did Amarpreet Kaur attend?
Amarpreet Kaur attended Panjab University, Panjab University.
What are some of Amarpreet Kaur's interests?
Amarpreet Kaur has interest in Photography, Reading And Travelling, Gardening.
Who are Amarpreet Kaur's colleagues?
Amarpreet Kaur's colleagues are Linda Stark, Helen Abebe, Simon Nguyen, Linda Juster, Thomas Ristevski, Kate Radzikowska, Adrian Roy.
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Amarpreet Kaur
Melbourne, Vic -
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Amarpreet Kaur
Australia
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