Inderdeep Singh Email and Phone Number

• Assisted clients in setting and achieving their financial goals through comprehensive financial planning such as investments, mortgages, personal lending, and estate handling.• Achieved a 15% loan retention and profitability boost by proactively identifying client needs and customizing loan products, fostering heightened client satisfaction and loyalty.• Increased loan engagement by 30%, strengthening client relationships and loan portfolio growth.• Implemented digital tools kit and platforms such as MS Excel, MS 365, Outlook, PowerBI, SQL, and Azure, leading to a 20% increase in operational efficiency, streamlining processes, and enhancing productivity.• Delivered product solutions to institutional and corporate clients; grew customer base by +25%.• Managed financial transactions efficiently, including payments, cash deposits, withdrawals, and opening savings accounts.• Promoted and created awareness of alternate delivery channels like mobile and online banking applications.• work closely with a senior financial advisor in servicing and selling to existing and new clients.• Build client relationships by providing mutual funds/life insurance investment opportunities and debt consulting.• Provided expertise in personal lending, auto loans, lines of credit, and educational loans to meet clients' credit needs.

• Surpassed FY-2018 loan sales quotas by 120%, employing consultative selling techniques to foster enduring client relationships and drive loan revenue growth.• Introduced cutting-edge loan management technologies, facilitating convenient client loan transactions and boosting loan application completion rates by 40%.• Build pension and retirement plans for the client by making risk-return adjustments.• Streamlined client onboarding processes and introduced personalized financial solutions, resulting in a 25% boost in client retention rates and a 15% increase in cross-selling revenue, significantly enhancing the overall client experience.• Helped clients with digital platforms of mobile banking and Internet banking across a broad range of devices.• Managed daily operations, including scheduling, payroll, cash handling, sales forecasting,