Manjot S. Email & Phone Number

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%

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

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.

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.

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.

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.

Master Of Business Administration (Mba), Global Leadership

Bachelor Of Commerce (Bcomm) Business Management, Law And Business Major

Business Administration Advanced Diploma

Activities and Societies: Organized a successful college event “Culture Shock” using my management and leadership skills as part.

Certificate In Business Studies, Business Administration

Certificate In Canadian Institute Of Management, Business Administration And Management, General

Certificate In Investment Funds In Canada (Ific)