Diljot Singh Email and Phone Number

•Client Engagement: Conducted proactive outreach using self-identified and pre-generated leads to secure client review sessions, ensuring a client-centered approach.•Financial Planning: Assessed client assets, liabilities, and financial situations to create tailored financial plans that align with their goals.•Performance Tracking: Participated in regular Individual Performance Review (IPR) sessions to monitor progress against metrics, focusing on exceeding performance goals.•Team Collaboration: Collaborated with colleagues across branches to share expertise and contribute to a positive team environment.•Client Advocacy: Delivered exceptional client service by resolving complex issues and de-escalating frustrated client situations to retain trust.• Knowledge Sharing: Engaged in skill-building sessions and workshops to enhance client interactions and financial advice delivery.•Achieving Targets: Met and exceeded KPIs for client meetings, NPS scores, and financial solutions, boosting overall branch performance.•Continuous Improvement: Committed to ongoing professional development through reflective practices and coaching feedback.•Compliance and Risk Management: Maintained high compliance standards, particularly in KYC reviews and cash management.•Long-term Relationship Building: Cultivated strong client relationships through attentive service, increasing loyalty and referrals.

•Delivered personalized guidance on lending and credit card strategies with strict adherence to confidentiality and compliance standards.•Managed transactional outcomes on customer calls, resolving escalated issues efficiently to ensure seamless client experiences.•Honored with the BMO Spotlight Award in August 2022 for driving significant business impact.•Recognized for exceeding performance targets by 323% and delivering an 80% effortless customer experience.

•Spearheaded recruitment, training, and scheduling to build a cohesive, high-performing team focused on quality service, which significantly reduced staff turnover.•Optimized shipping and packing workflows, leveraging technology to minimize customer wait times, streamline order processing, and consistently exceed monthly sales targets.• Oversaw detailed documentation and resolved complex shipping and customs issues for UPS and DHL, ensuring compliance, timely deliveries, and enhanced customer communication through proactive follow-ups.•Developed and implemented customer-focused strategies, elevating Google reviews in one year by gathering targeted feedback and providing training.•Led marketing initiatives, including pamphlet distribution, Google advertising, and community engagement, to drive local brand awareness, increase foot traffic, and support consistent sales growth on behalf of the store owner.