Maninder Kaur Gill
Financial Planning Associate @TD
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WORK HISTORY
Financial Planning Associate @TD
Calgary, AB, CA
Respond to client and FP inquiries providing options and solutions, while following policies and processes on time • Conduct transactions and activities that require expert knowledge across a broad range or variety of products, processes or systems and could be categorized as moderate to high risk • Assist in the timely and accurate completion of new account openings, account and cash transfers, iforms and other administrative documents and transactional requests for planners and clients as well as advising them when required • Provide the FPs with sales support by identifying net asset growth and revenue opportunities and contacting prospective clients • Gather and analyze data to identify and solve complex problems, escalate as required • Build a positive experience at every interaction and look for ways to continually improve sales and service
ABOUT MANINDER KAUR GILL
A punctual, enthusiastic and passionate individual who have also completed diploma in Business and graduation degree in Accounting and Finance with an interest in Marketing, Accounting, advertising, project management, human resource and Social Media. I have an excellent communication skills and enjoy working in an interactive environment like customer service. I am patient kind of person who loves solving disputes.My professional objective is to join an organization with plenty of prospects, An organization that will provide plenty of challenges and intrinsic motivation, An organization that will allow me to think inventively and expand my skills and qualification.I could be summed up as “Jack of All” not “Master of One”
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