Harmeet Kaur Email and Phone Number

We're Mortgage Advisers who compare, negotiate & structure the best Financial product (Home loans, Business or Commercial Loans & Vehicle Finance) for Clients. With access to over 30 lenders, we act on YOUR behalf to compare and negotiate with the lenders to recommend a competitive financial product.Financial Planning – Insurance, Superannuation, SMSF, InvestmentOur client's have access to a professional licensed financial planner with a unique blend of years of experience in… Show more We're Mortgage Advisers who compare, negotiate & structure the best Financial product (Home loans, Business or Commercial Loans & Vehicle Finance) for Clients. With access to over 30 lenders, we act on YOUR behalf to compare and negotiate with the lenders to recommend a competitive financial product.Financial Planning – Insurance, Superannuation, SMSF, InvestmentOur client's have access to a professional licensed financial planner with a unique blend of years of experience in financial services industry. Show less

• Managed a variety of inbound customer enquiries with a focus on first call resolution and customer satisfaction.• Provided solution-based sales products that best fits the customer needs.• Managed and maintained customer accounts with a focus on accuracy and attention to detail.• Focused on active collection on all inbound enquires.• Continuously met and exceed set KPI targets.• Responded to escalations and complaints, took responsibility to obtain a quick resolution.

• Explained to customers the different types of loans and credit options that are available, as well as the terms of those services.• Analyzed applicant’s financial statements to determine the degree of risk involved in extending credit or lending money.• Prepared documents setting out conditions of loans, rates of repayment and loan period.• Processed loan applications within the given time frame.• Responded to customer enquiries over phone, emails and face-to-face and provide… Show more • Explained to customers the different types of loans and credit options that are available, as well as the terms of those services.• Analyzed applicant’s financial statements to determine the degree of risk involved in extending credit or lending money.• Prepared documents setting out conditions of loans, rates of repayment and loan period.• Processed loan applications within the given time frame.• Responded to customer enquiries over phone, emails and face-to-face and provide efficient customer service.• Completed credit checks and employment verification to obtain information about the customers.• Performed day-to-day administrative tasks such as maintaining information files and processing paperwork.• Followed up on outstanding payments and negotiating payments with the customers. Show less

• Developed the database on Courier, Express and Parcel market of various European countries, studying their market from primary and secondary research.• Identified and evaluated industry trends in database systems to serve as a source of information and advice for upper management.• Prepared and submitted reports on logistics services used by various industries such as Pharmaceuticals and Automotive.• Prepared reports of findings, illustrating data graphically and translating… Show more • Developed the database on Courier, Express and Parcel market of various European countries, studying their market from primary and secondary research.• Identified and evaluated industry trends in database systems to serve as a source of information and advice for upper management.• Prepared and submitted reports on logistics services used by various industries such as Pharmaceuticals and Automotive.• Prepared reports of findings, illustrating data graphically and translating complex findings into written text.• Wrote briefs on current news and accurate up-to-date information on the logistics industry.• Operated on different databases.• Worked entirely on MS excel using advanced excel skills.• Completion of all deliverables within a strict deadline. Show less

• Handled cash operations and worked as a teller and joint custodian of cash.• Established and maintained relationships with individual and business customers and provided assistance with problems these customers may have encountered.• Handled incoming calls from customers, responded to enquiries and resolved problems/complaints• Handled escalated customer complaints and resolved them by providing efficient customer service• Resolved discrepancies and problems concerning… Show more • Handled cash operations and worked as a teller and joint custodian of cash.• Established and maintained relationships with individual and business customers and provided assistance with problems these customers may have encountered.• Handled incoming calls from customers, responded to enquiries and resolved problems/complaints• Handled escalated customer complaints and resolved them by providing efficient customer service• Resolved discrepancies and problems concerning customers' accounts• Handled back office operations such as clearance of office accounts, signature scanning and Compliance with Know Your Customer (KYC) guidelines.• Contributed in sales targets by cross-selling  and upselling of bank’s products, mutual funds and insurance. Show less