Amarpreet Kaur

Amarpreet Kaur Email and Phone Number

Business Lending @ NAB
melbourne, victoria, australia
Amarpreet Kaur's Location
Greater Adelaide Area, Australia
Amarpreet Kaur's Contact Details

Amarpreet Kaur work email

Amarpreet Kaur personal email

n/a
About Amarpreet Kaur

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.

Amarpreet Kaur's Current Company Details
NAB

Nab

View
Business Lending
melbourne, victoria, australia
Website:
nab.com.au
Employees:
28659
Amarpreet Kaur Work Experience Details
  • Nab
    Senior Associate
    Nab Jul 2024 - Present
  • Nab
    Associate
    Nab Jun 2021 - Jun 2024
  • Nab
    Associate Financial Planner
    Nab Jul 2017 - May 2021
  • Wealth Logic Pty Ltd
    Client Relationship Manager
    Wealth Logic Pty Ltd Jun 2011 - Nov 2016
    Adelaide, Australia
    Management of advice and compliance for a superior service delivery for this boutique high net worth financial planning practice.
  • Citi
    Senior Relationship Manager
    Citi Apr 2009 - Jul 2010
    Dubai, United Arab Emirates
    Assessment of complex financial needs of high net worth clients and provision of recommendations to enhance their financial situation in a consultative way.
  • Hsbc
    Premier Relationship Manager
    Hsbc Mar 2007 - Aug 2008
    Dubai, United Arab Emirates
    To 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.
  • Citi
    Citigold Relationship Manager
    Citi Nov 2005 - Mar 2007
    India
    Engaging new and existing clients in order to discuss their financial circumstances and future needs to assist them with suitable advice/solution.
  • Hdfc Standard Life Insurance
    Area Sales Manager
    Hdfc Standard Life Insurance Mar 2002 - Nov 2005
    India
    Training, coaching and management of a team of brokers for sale of insurance products (Term, Trauma, Endowments, and Deferred and Lifetime Annuities)
  • Ranbaxy
    Area Sales Manager
    Ranbaxy Sep 1998 - Mar 2001
    India
    Building 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.
  • Ranbaxy
    Marketing Executive
    Ranbaxy Jul 1996 - Aug 1998
    India
    To increase visibility and awareness of company's Cardiovascular, CNS, Antibiotics and supplements range, and maximise sales growth.

Amarpreet Kaur Education Details

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.

Not the Amarpreet Kaur you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.