Naman Nagpal
Associate - Global Immigration @Infosys
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WORK HISTORY
Associate - Global Immigration @Infosys
Mississauga, ON, CA
REGULATORY EXCELLENCE & OPERATIONAL LEADERSHIP COMPLIANCE & REGULATORY MANAGEMENT: Managed 200+ employee immigration cases with 98% accuracy in documentation Maintained strict compliance with government regulations and company policies Coordinated visa applications, work permits, and dependent documentation🤝 CLIENT SERVICE & RELATIONSHIP MANAGEMENT: Served as primary point of contact for employee immigration questions Achieved 90%+ employee satisfaction with response time and accuracy Resolved complex cases within 5-7 business days average Maintained professional, confidential approach to sensitive employee information PROCESS IMPROVEMENT & COORDINATION: Maintained comprehensive audit trails for all documentation Contributed to streamlined immigration processes supporting business operations KEY SKILLS DEMONSTRATED:Regulatory Compliance | Immigration Documentation | Client Relations | Confidentiality | Cross-functional Coordination | Case Management
EDUCATION
Christ University, Bangalore
Bachelor of Business Administration - BBA, Human Resources Management and Services
Seneca Polytechnic
Postgraduate Degree, Financial Planning and Services
Seneca Polytechnic
Postgraduate Degree, Human Resources Management and Services
ABOUT NAMAN NAGPAL
IFIC-licensed Financial Services Professional with 4+ years of experience in advice-based sales, client relationship management and compliance-driven environments, now actively transitioning into retail banking in Canada. I help clients understand their needs, choose suitable solutions, and feel confident in their financial decisions. In my current role at Infosys, I manage sensitive employee records under strict company and regulatory standards while acting as a key point of contact for complex queries. Previously, as a Store Lead at Moores, I delivered consultative, need-based recommendations aligned to clients\' lifestyle, usage and budget, consistently exceeding sales targets and maintaining a 90–100% Net Promoter Score. My financial background includes a Post-Graduate Diploma in Financial Planning from Seneca, where I built financial plans using NaviPlan and Morningstar and developed foundations in investment planning, risk management and client profiling. I am certified in Investment Funds in Canada (IFIC) and comfortable discussing mutual funds, basic investment solutions, credit and cash flow at a non-adjudication level. I am particularly interested in entry-level and early-career roles such as Personal Banking Associate/Advisor, Financial Services Representative within branch banking. I bring strong client discovery and needs-analysis skills, experience in high-volume, target-driven environments, proven ability to build trust, retain clients and grow relationships, and a detail-oriented, compliance-aware approach to documentation and processes. Open to connecting with banking professionals, recruiters and hiring managers across the GTA to learn more about opportunities and best practices in retail banking.
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