Sanampreet Singh Email & Phone Number

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

•Operations activities (buying, selling, transferring, etc.) of various investment instruments offered by top Canadian Insurance Carriers.•Working closely with the advisors and their clients to make sure all the operations activity are done smoothly.•Opening and auditing all types of accounts: Non-Registered, TFSA, RRSP, FHSA, RRIF, Annuities, etc.•Daily transactions and follow-ups on the existing accounts.

Surrey, British Columbia, Canada

• Converting Age 71 RRSP accounts to RRIFS and processing client estate.• Expert in various transfer applications: Dataphyle, Fundserv, LaserFiche, A$M, OSM, and T24 • Auditing RRSP, RESP, and TFSA applications. Processing group RRSP deposits and printing member’s tax receipts. • Processing RRIF applications along with investment options within RRIF accounts (Terms, Funds) • Training new staff and branch representatives regularly on various Registered products.

Vancouver, British Columbia, Canada

• Assisted with bank reconciliation of funds and positions received from other institutes into the client’s registered and non-registered account(s).• Expert in various transfer applications: Dataphyle, Fundserv, LaserFiche, A$M and OSM. • Worked closely with the Clients and Portfolio Managers to ensure the account transfers are done smoothly and in a timely manner.• Follow-up with custodians and other financial institutes regarding the accounts receivable and transfer requests.• Reviewing all incoming transfers and updating their book cost.

Vancouver, British Columbia, Canada

• Worked closely with the Clients and Portfolio Managers to ensure the account transfers are done smoothly and in a timely manner.• Assisted with bank reconciliation of funds and positions received from other institutes into the client’s registered and non-registered account(s).• Follow-up with custodians and other financial institutes regarding the transfer requests.• Reviewing all incoming transfers and updating their book cost.• Expert in various transfer applications: Dataphyle and Fundserv.

Vancouver, British Columbia, Canada

• Assisted clients with mutual fund transactions.• Due diligence for potential transactions, ensuring compliance with MFDA.• Ensuring the client profile is up to date.• Assisted clients with Mutual Fund Transfer In and Transfer Out.

Vancouver, Canada Area

• Worked closely with large corporations, created friendly rapport, and performed multitasking (account opening) activities.• Established various treasury payments and solutions for corporate clients.• Coordinate with corporations to provide treasury documents.• Ensure documentation is compliant within the payment system.• Ensure the document is in line with AML guidelines and escalate when necessary.• Prepared daily worksheets and reports when required.• Leading and managing various projects.

Vancouver, Canada Area

• Assisted clients with mutual fund transactions.• Due diligence for potential transactions, ensuring compliance with MFDA.• Ensuring the client profile is up to date.• Assist clients with daily transactions (wire transfers, deposit, withdrawals, etc.) •• Check investment reports to keep clients up to date with portfolio.• Process transactions through the internal banking system.• Established new customer accounts and advised customers on budgeting, investments, and mortgages.• Analyzed client needs and presenting appropriate financial solutions.• Generated productive leads and brought in new clients.

Vancouver, British Columbia, Canada

• Processed standard advisor transactions for clients including servicing the account, opening (and managing) accounts, and correctingdiscrepancies.• Provided excellent guest experience as a digital leader of the branch.• Established credibility and created a friendly rapport with both personal and business clients.• Performed operational activities like opening and closing the branch, shipping cash, budgeting, and balancing.• Introduced clients to the right banking partners like Financial Planner and Mortgage Broker after conducting client discovery.

Toronto, On

Performed daily client account tasks with the account services teams and worked on various projects, which involved interacting with CDM’s top tier clients (Dairy Queen International, McDonald’s Canada). Created a complete market analysis on Canada’s top telecommunication Industry, and presented it to the Vice President of Business Development.Pro-actively researched top accounts as well as identified CMO, CTO or person in charge of in-store digital, and obtained their phone numbers and emails. Developed a complete competitive analysis report for the marketing manager, which involved researching and analyzing CDM’s competitors, their target markets, partners, clients, SWOT analysis, and CDM’s opportunities.Key skills developed – Account/Client management, business development, sales, marketing, and cold calling.

Prince George, Bc

A busy retail environment, where I succeeded at exceeding daily sales targets by always keeping the product knowledge up to date. Key skills developed – professional customer service, sales, and cash reconciliation.

Prince George, Bc

This job involved promoting a different product every working day. I exceeded daily sales target by building rapport with the clients. With increased client relationship, I was able to generate revenues through promoting a new product each day. Key skills developed – Client relationships, sales, and professional customer service.

Bachelor Of Commerce (Bcom), Finance And Marketing

Relevant courses include Marketing Communications, Research, and Strategy, Risk, Insurance and Financial Planning, Advanced Financial.

University Transfer Program