Jagdeep Kumar Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Brampton, Ontario, Canada

• Led two successful campaigns, TD Friends of the Environment Foundation, and Children’s Miracle Network. Created the Legendary Experience Index Committee to improve branch’s customer service score.
• Ensure customer problems are handled appropriately, escalating issues when necessary.
• Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services
• Knowledgeable of and comply with Bank and industry codes of conduct and with securities laws and regulations
• Ensure necessary due diligence to support the accuracy of all customer transactions
• Actively take initiative to stay current on TD products and systems to further promote Online and Mobile Banking Technology to clients.

Brampton, Ontario, Canada

• Awarded the highest title of Champion Pacer, with a vast knowledge of the sales revenue system, currently recorded sales revenue at over 1800% for Q4, finished Q3 with 750%, and Q2 with 400%.
• Currently first in branch and district, and second in region for actual sales revenue and awarded top advisor for Q3, and TD’s retail banking divisions highest honour of Champion Pacer
• Led two successful campaigns, TD Friends of the Environment Foundation, and Children’s Miracle Network. Created the Legendary Experience Index Committee to improve branch’s customer service score.
• Ensure customer problems are handled appropriately, escalating issues when necessary.
• Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services
• Knowledgeable of and comply with Bank and industry codes of conduct and with securities laws and regulations

Ontario, Canada

• Assists accounting supervisor in preparing asset, liability and capital account entries by compiling and reviewing account information, via analyzing and coding invoices and expenses.
• Ensuring budgets are properly allocated and analyzing trends to create reports for senior management.
• Reconciles financial discrepancies by collecting and analyzing account information throughout supply chain and operations and verifying bank balances and performing daily cash application, while producing supplementary.
• Monitor and implement all accounts payable check and wire verifications, to ensure correct amounts are being distributed to subsidiaries and vendors.
• Assist departments in account reconciliation on monthly basis, balance out each month effectively, prepare monthly forecasts and analysis for senior management.
• Prepare journal entries and reconcile common ledger for subsidiaries, to ensure financial statements are balanced and correctly stated.

Ontario, Canada

• Spearhead and manage client engagements
• Maintain, and expand client services
• Troubleshoot all service related issues and problems
• Create a training deck, including desksides, policies and procedures
• Achieve all goals and objectives as outlined by your supervisor including sales, revenue and client experience
• Actively reach out to customers within their location and drive traffic to the brand/product

Mississauga, Ontario, Canada

• Working independently with almost no supervision.
• Maintaining marketing library by checking and replenishing inventory.
• Implementing marketing and advertising campaigns by assembling and analyzing sales forecasts; preparing marketing and advertising strategies, plans, and objectives; planning and organizing promotional presentations
• Tailored sales presentation based on customer and demographic analysis
• Being persuasive and easy to approach

Toronto

• Working with Petro Canada and CIBC in acquisitions specifically selling credit cards.
• Maintaining a team of 5-7 people, handling logistics, and providing assistance.
• Working independently with almost no supervision.
• Highly skilled in building new business and grow assigned region by prospecting sales prospect, and attracting the attention of possible customers.
• Maintaining marketing library by checking and replenishing inventory.
• Demonstrated ability to achieve sales targets.