Manjot S.

Manjot S. Email and Phone Number

Engagement Manager | BComm.| MBA @ SS&C Advent
san francisco, california, united states
Manjot S.'s Location
Canada, Canada
Manjot S.'s Contact Details

Manjot S. work email

Manjot S. personal email

n/a
About Manjot S.

A leader in the finance industry that follows a proactive and forward-thinking approach. Continuously looking at opportunities to implement change and strategies to improve processes. Foster strong relationships with my team and clients to aid in exceeding individual and team acquisition goals.On a personal note I love meeting new people, and always looking for new things to learn. I look forward to connecting with you.

Manjot S.'s Current Company Details
SS&C Advent

Ss&C Advent

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Engagement Manager | BComm.| MBA
san francisco, california, united states
Website:
advent.com
Employees:
1437
Manjot S. Work Experience Details
  • Ss&C Advent
    Engagement Manager
    Ss&C Advent Oct 2022 - Present
    View
  • The Citco Group Limited
    Investor Relations Supervisor-Private Equity
    The Citco Group Limited Jul 2022 - Oct 2022
    View
  • Td
    Direct Investment Specialist
    Td Oct 2021 - Jul 2022
    Direct and support day-to-day operational and logistical functions of branches to ensure 100% accuracy rate. Leading projects to centralize and standardize processes across branches in Canada to obtain 80% service rate. Preform qualitative and quantitative assessments weekly to evaluate performances and implement change. Follow a proactive and forward-thinking approach to synthesize new material to achieve a competitive position. Foster strong client relationships to aid in exceeding individual and team acquisition goals at 100%
    View
  • Td
    Financial Advisor/ Investments Consultant
    Td Oct 2019 - Oct 2021
    Awarded Champions and Quarterly Spotlight based on high performance and leadership ability-Top performing FA in the branch via balanced scorecard over 100%-Lead several campaigns, involved in Women in LeadershipProvided ongoing coaching and training for all staff members on sales techniques, customer service skills, and compliance issues related to securities regulations. Educated clients on high level financial solutions ranging from investments to home financing. Conceptualized client investment portfolio with detailed financial planning and investment selectors
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  • Td
    Finanacial Services Representative
    Td Sep 2018 - Oct 2019
    Understanding customer banking needs and providing appropriate solutions including new accounts, credit products, and investment advice. Maintaining and developing customers relations to create a legendary experience. Contributing to the growth of business by meeting and exceeding business goals.
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  • Td
    Customer Relations Coordinator
    Td Oct 2017 - Sep 2018
    Brampton
    Create an exceptional customer service experience at every interaction and look for ways to contribute to the ongoing improvement of the branch. Engaging customers and providing them with advice and options available to them to meet their financial needs.
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  • Td
    Customer Service Representative
    Td Apr 2016 - Oct 2017
    Performing financial transactions for customers consisting of cash/cheque deposits, withdrawals, bill payments. Engaging with customers to further understand their banking needs and advising them with the correct product. Operating as secure desk- allowing access to foreign currency, assisting manager with opening and closing the branch.
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  • Humber College
    Peer Mentor
    Humber College May 2015 - Aug 2015
    Humber College
    Providing students assistance with understanding course concepts by offering guidance and feedback on assignments through effective communication. Coaching students via email, individually in one-on-one settings, and in small group settings to enhance student learning experience by recognizing and addressing areas for improvement. Lastly, supporting professors by completing administrative tasks such as taking attendance, handing out and collecting assignments.
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Manjot S. Education Details

  • University Of Fredericton
    University Of Fredericton
    Global Leadership
  • Ted Rogers School Of Management, Ryerson University
    Ted Rogers School Of Management, Ryerson University
    Law And Business Major
  • Humber College
    Humber College
    Business Administration Advanced Diploma
    View
  • Humber College
    Humber College
    Business Administration
    View
  • Humber College
    Humber College
    Business Administration And Management, General
    View
  • Canadian Securities Institute
    Canadian Securities Institute
    Certificate In Investment Funds In Canada (Ific)

Frequently Asked Questions about Manjot S.

What company does Manjot S. work for?

Manjot S. works for Ss&c Advent

What is Manjot S.'s role at the current company?

Manjot S.'s current role is Engagement Manager | BComm.| MBA.

What is Manjot S.'s email address?

Manjot S.'s email address is manjot.saini@td.com

What schools did Manjot S. attend?

Manjot S. attended University Of Fredericton, Ted Rogers School Of Management, Ryerson University, Humber College, Humber College, Humber College, Canadian Securities Institute.

Who are Manjot S.'s colleagues?

Manjot S.'s colleagues are Ramola Shetty, Jan Karel A., Steven Malenfant, Niket Dukhande, Hana Farah, Michael Gill, Stephanie Mccombie.

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