Jiwanjot Kour
Takanini,AUK
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
10
10
years of professional experience
Work History
Quality Controller and Lab Assistant
Apac
02.2021 - Current
- Encouraging the product quality and Food Safety culture
- Supervising the team of packers and graders
- Making the summary of product production per batch and identifying corrective actions
- Helping in lab test during kiwi green
- Ensuring the compliance to legal and Customer standards
- Have CCP2, CCP3, CCP4 and CCP5
- CCP stands for critical control points
- Have knowledge of audits such as food and safety and the internal audits
- Contributing for the improvement of quality and participate in the HACCP, GAP and BRC audits.
- Improved quality processes for increased efficiency and effectiveness.
- Followed quality standards and procedures to minimize errors and maximize customer satisfaction.
- Developed and implemented quality assurance improvements.
Sales Assistant
99 Bikes
03.2020 - 02.2021
- Assisted customers with prompt and polite support in-person and via telephone.
- Helped customers locate products and checked store system for merchandise at other sites.
- Remained calm and poised in high-stress, dynamic environment to promote service to customers and staff.
- Established rapport with customers using active listening and interpersonal skills.
- Contributed to customer-oriented team atmosphere driving sale targets and supporting organizational goals.
- Assisted customers with prompt and polite support in-person and via telephone
Floor Supervisor
KFC
05.2019 - 03.2020
- Customer Service
- Food Management
- Keeping the clean and safe environment
- Food safety
- Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Financial Advisor
Wealth Planning
02.2017 - 11.2018
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Sales Assistant
Easy Day Supermarket
08.2013 - 05.2017
- Generating leads
- Meeting sales goal
- Negotiating all contracts with prospective clients
- Preparing weekly and monthly reports
- Presentation of products to clients
- Understanding and promoting company progammes.
- Remained calm and poised in a high-stress, dynamic environment to promote service to customers and staff.
- Established rapport with customers using active listening and interpersonal skills.
- Helped customers locate products and checked store systems for merchandise at other sites.
- Assisted customers with prompt and polite support in-person and via telephone.
Education
Finances services (level 5) enrolled - Finance
Open Polytechnic of New Zealand
Lower Hutt, NZ07.2023
Postgraduate diploma - science
University of Auckland
Auckland, AUK2020
Graduation - science
Punjabi University
Punjab2016
Skills
- Professional Skills
- Eco-friendly worker
- Clean working environment
- Excellent communication skills
- Customer service
- Strong leadership abilities
- Team- worker
- Quick decision maker
- Critical situation solution
- Client Needs Assessment
- Funding Education
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Timeline
Quality Controller and Lab Assistant
Apac
02.2021 - Current
Sales Assistant
99 Bikes
03.2020 - 02.2021
Floor Supervisor
KFC
05.2019 - 03.2020
Financial Advisor
Wealth Planning
02.2017 - 11.2018
Sales Assistant
Easy Day Supermarket
08.2013 - 05.2017
Finances services (level 5) enrolled - Finance
Open Polytechnic of New Zealand
Postgraduate diploma - science
University of Auckland
Graduation - science
Punjabi University
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