Gagandeep Kaur Email & Phone Number

Toronto, Ontario, Canada

- Guide new clients through the onboarding process, ensuring they complete all necessary documentation, account setups, and compliance requirements.- Deliver training sessions to new clients on the brokerage's trading platforms, tools, and services, ensuring they understand how to navigate and utilize the system effectively.- Work closely with the sales.

Etobicoke, Ontario, Canada

- Assisted with general office duties such as scheduling meetings, maintaining filing systems, and handling incoming correspondence to ensure smooth office operations.- Supported the preparation of reports, tracked aging accounts, and ensured compliance with company policies and industry regulations.- Accurately entered financial data into accounting.

Brampton, Ontario, Canada

- Acted as the primary point of contact for clients, handling inquiries, scheduling meetings, and ensuring timely follow-ups for excellent customer service.- Organized, maintained, and updated client files, insurance policies, and contracts, both physically and electronically, ensuring accuracy and confidentiality.- Helped generate invoices, tracked.

Brampton, Ontario, Canada

- Scanned and rung up customers' items, accurately applied discounts and promotions, and accepted payments via cash, credit/debit cards, and mobile payments, ensuring correct change was provided.- Greeted customers, addressed inquiries, and resolved any concerns related to products or transactions, ensuring a positive and efficient shopping experience..

Post Graduation Diploma In Business Management, Business

Bachelor Of Commerce - Bcom, Commerce