Simran Dhatt Email & Phone Number
@alterna.ca
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Who is Simran Dhatt? Overview
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Simran Dhatt is listed as Financial Services Associate at Aegon, a company with 43940 employees, based in Brampton, Ontario, Canada. AeroLeads shows a work email signal at alterna.ca and a matched LinkedIn profile for Simran Dhatt.
Simran Dhatt previously worked as Associate at World Financial Group (Wfg) and Member Service Representative at Alterna Savings. Simran Dhatt holds Bachelor Of Commerce - Bcom (Honours), Finance from York University.
Email format at Aegon
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AeroLeads found 1 current-domain work email signal for Simran Dhatt. Compare company email patterns before reaching out.
About Simran Dhatt
I am an Associate at WFG with a strong foundation in finance, having graduated with Honours in Finance from York University. Over the past year, I’ve dedicated myself to helping clients build and protect their wealth, leveraging my financial expertise to create customized strategies for their unique needs.Passionate about personal and professional growth, I am working toward expanding my goals in the financial industry, with a keen focus on wealth management and financial planning.
Simran Dhatt's current company
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Simran Dhatt work experience
A career timeline built from the work history available for this profile.
Associate
Current
Member Service Representative
- Provided personalized assistance to clients with banking transactions, ensuring accuracy and compliance.
- Promoted financial products based on client needs, leading to increased sales and customer satisfaction.
- Balanced cash drawers and maintained transaction accuracy to uphold operational efficiency.
- Addressed client concerns promptly, escalating complex issues to appropriate departments for resolution.
Customer Service Representative
- Maximized company sales growth and units per transaction, by engaging with the customer, and helping them make informed transactions.
- Handled 60 plus calls a day, catering to customer needs, completing phone sales and delivery placements, assisted with purchases and worked with customers to find products that best suited their needs.
- Applied problem solving and CRM skills, to escalated customer service issues.
- Constantly communicated with the management and the distribution centres to resolve customer issues, and updated them on changes to current ETA and vendor lead times to avoid cancelled orders.
Sales Associate
- Maintained organized, presentable merchandise to drive continuous sales, educated customers on promotions to enhance sales.
- Processed POS transactions, including checks, cash and credit purchases or refunds.
- Applied security and loss prevention training toward recognizing risks and reducing store theft.
- Liaised with customers and recommended specific products aligning with individual needs, requirements and specifications.
Assistant Manager
- Accommodating guest requests, offering hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
- Providing customers information about facilities offered and nearby attractions, organizing mail and taking messages, monitoring cash intake and deposit records, increasing accuracy and reducing discrepancies.
- Performing bookkeeping and communication of results to the management, to aid in business decision-making and planning.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
Front Office Assistant
- Organized and coordinated meetings, social events and distributed agendas along with taking meeting minutes, and conveying notes.
- Provided customer service and interacted with clients by phone, email or in-person to provide information and directed to desired staff members.
- Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.
- Performed essential clerical duties, such as mail sorting, cash handling, data entry, inventory management, ensuring all operations run in a synchronized manner.
Colleagues at Aegon
Other employees you can reach at aegon.com. View company contacts for 43940 employees →
Ed Lyon
Colleague at Aegon
Falkirk, Scotland, United Kingdom, United Kingdom
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CD
Cheryl Dow
Colleague at Aegon
Livingston, Scotland, United Kingdom, United Kingdom
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BH
Bill Henricksen
Colleague at Aegon
Cedar Rapids, Iowa, United States, United States
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MS
Maciej Szajda
Colleague at Aegon
Warsaw, Mazowieckie, Poland, Poland
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БТ
Богдан Тимощук
Colleague at Aegon
Ukraine, Ukraine
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KK
Keith Krause
Colleague at Aegon
The Hague, South Holland, Netherlands, Netherlands
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BV
Balint Vagvolgyi
Colleague at Aegon
The Hague, South Holland, Netherlands, Netherlands
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RA
Ryan Alexander
Colleague at Aegon
Ipswich, England, United Kingdom, United Kingdom
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KM
Krista Mathisen
Colleague at Aegon
Hiawatha, Iowa, United States, United States
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MŚ
Marcin Ślawski
Colleague at Aegon
Lodz Metropolitan Area, Poland
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Simran Dhatt education
Bachelor Of Commerce - Bcom (Honours), Finance
Bachelor Of Commerce - Bcom, Finance, General
High School Diploma, Business/Commerce, General
Frequently asked questions about Simran Dhatt
Quick answers generated from the profile data available on this page.
What company does Simran Dhatt work for?
Simran Dhatt works for Aegon.
What is Simran Dhatt's role at Aegon?
Simran Dhatt is listed as Financial Services Associate at Aegon.
What is Simran Dhatt's email address?
AeroLeads has found 1 work email signal at @alterna.ca for Simran Dhatt at Aegon.
Where is Simran Dhatt based?
Simran Dhatt is based in Brampton, Ontario, Canada while working with Aegon.
What companies has Simran Dhatt worked for?
Simran Dhatt has worked for Aegon, World Financial Group (Wfg), Alterna Savings, Crate And Barrel, and The Tjx Companies, Inc..
Who are Simran Dhatt's colleagues at Aegon?
Simran Dhatt's colleagues at Aegon include Ed Lyon, Cheryl Dow, Bill Henricksen, Maciej Szajda, and Богдан Тимощук.
How can I contact Simran Dhatt?
You can use AeroLeads to view verified contact signals for Simran Dhatt at Aegon, including work email, phone, and LinkedIn data when available.
What schools did Simran Dhatt attend?
Simran Dhatt holds Bachelor Of Commerce - Bcom (Honours), Finance from York University.
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