- Exploring famous landmarks, historical sites, and cultural attractions in a new destination
- Growing herbs, vegetables, or fruits in home gardens
- Blogging/Vlogging
- Participating in various activities, including Events, large gatherings, and doing stage shows
Jaswinder Kaur
AUCKLAND
Summary
Dynamic Financial Services Representative with a proven track record at G Mana Wholesale Ltd, adept at conducting needs assessments and processing loan applications. Skilled in financial planning and customer relationship management, I excel in helping clients achieve their financial goals while maintaining a strong work ethic and attention to detail.
Hardworking and passionate job seeker with strong organizational skills eager to secure Financial Specialist position. Ready to help team achieve company goals.
Overview
6
6
years of professional experience
Work History
Financial Services Representative
G Mana Wholesale Ltd
10.2018 - Current
- Conduct needs assessments to determine which financial products and services are right for clients
- Making Budgets to do affordability assessment
- Multi Tasking with phone calls
- Help clients develop plans to meet their financial goals
- Process loan applications and credit applications
- Doing credit checks for the customers
Education
Graduate Diploma - Digital Marketing
Alpha Educational Institute
Auckland10-2018
Bachelor - Journalism, Mass Communication & Media Technology
Punjabi Uni Patiala
Punjab, India06-2013
Skills
- Financial services
- Customer relationship management
- Cash management
- Cash handling
- Account documentation
- Financial product sales
- Account maintenance
- Loan applications
- Credit analysis
- Risk management
- Financial reporting
- Financial planning
- Payments processing
- Loan and grant knowledge
- Strong work ethic
Interests
Timeline
Financial Services Representative
G Mana Wholesale Ltd
10.2018 - Current
Graduate Diploma - Digital Marketing
Alpha Educational Institute
Bachelor - Journalism, Mass Communication & Media Technology
Punjabi Uni Patiala
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