Harman Batth

Financial Advisor @Scotiabank

CA

Manage and grow a diverse client portfolio by providing tailored insurance and financial solutions aligned with individual goals and risk profiles- Lead quarterly portfolio reviews and cross-functional discussions to identify growth opportunities and proactively address customer needs- Collaborate with underwriting and compliance teams to ensure product alignment and regulatory adherence- Support internal and external training initiatives, mentoring junior staff on product knowledge, sales strategies, and compliance- Deliver bilingual services (English, Hindi, Punjabi), enhancing accessibility and client satisfaction.