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Kiranpreet Johal

Kiranpreet Johal

Personal Banker

Banking / Loans

Toronto, Ontario

Social

About Kiranpreet Johal:

Leadership, Portfolio assessment, Sales and Marketing, Financial Advising, MS Office, Team player, Investment Planning, Mutual funds and Liabilities, Financial product knowledge, Client relationship management

Experience

Branch Sales officer: HDFC Bank Ltd

  • Helped 142 clients plan for fund retirement using mutual funds and other options to manage, customize and diversify portfolio,
  • Increased client base by 8%  and encourage existing clients to expand financial portfolios,
  • Made credit recommendations for personal lending transactions, including home financing, in accordance with sound credit
  • granting principles and with the HDFC bank's policies and procedures,
  • Discussed bank portfolio updates and suggested additional personalized solutions with clients based on their financial goals ,
  • Increased branch sales by 11 % with targeted recommendation strategy and customer satisfaction by resolving issues,
  • Managed portfolio of high NetWorth 50+ clients,
  • Maintained in-depth understanding of bank operations, products and services

Administrative officer: ELI

  • Delivered on a broad range of administrative support activities, such as handling inbound calls, accurate processing of daily administrative transactions, 
  • Standardized office structures and processes to promote collaboration and increased performance, 
  • Consistently exercised discretion in handling correspondence, information and all matters of confidentiality, 
  • Prepared administrative workflows and trained junior staff members,
  • Delivered performance reviews, recommending additional training or advancement, 
  • Executed record filing system to improve document organization and management

Education

IFIC - Jan 2023

MBA in Finance: July 2014 - May 2016

Bachelors of  Commerce: July 2011 - May 2014

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