Summary
Overview
Work History
Education
Skills
Certification
Hobbies
Languages
Timeline
Generic

Sharanpreet Kaur

Auckland,AUK

Summary

Result-drive Financial service's Administrative with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services. Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Services Administrator

Link Finance
05.2023 - Current
  • Responded to inquiries from clients and provided financial advice to drive fiscal growth.
  • Maintained updated records of all financial transactions to support traceability.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Advised clients on favorable investment opportunities to meet established financial goals.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Developed and delivered financial presentations to drive client engagement.
  • Developed strategic plans for day-to-day financial operations.
  • Managed over 50 calls per day or increases sales.

Restaurant Manager

Miss Istanbul Turkish Restaurant
09.2019 - 03.2023
  • Promoted positive atmosphere and went above and beyond to guarantee each customer received exceptional food and service.
  • Carefully interviewed, selected, trained, and supervised staff.
  • Met, greeted, and encouraged feedback from customers and used feedback to implement positive changes within restaurant.
  • Led and directed team members on effective methods, operations, and procedures.
  • Tracked daily sales transactions and invoices for accurate and updated financial reporting.
  • Quickly identified problem situations and skillfully resolved incidents to satisfaction of involved parties.
  • Effectively managed payroll and timekeeping, and paperwork for new hires and terminations.
  • Oversaw front of house personnel to maintain adequate staffing and minimize overtime.
  • Conducted health, safety, and sanitation process evaluations to identify and remedy any violations immediately.
  • Managed staff schedules and maintained adequate coverage for all shifts.
  • Oversaw food preparation and monitored safety protocols.
  • Handled escalated customer concerns with speed and knowledgeable support to achieve optimal satisfaction and maintain long-term loyalty.
  • Managed phone calls.
  • Carefully interviewed, selected, trained, and supervised staff.

Education

Certificate in XERO And MYOB - Accounting And Business Management

Carrer Academy
Auckland
02.2024

Graduate Diploma in Applied Management - Accounting And Business Management

Otago Polytechnic
Auckland, NZ
03.2021

Master of Commerce - Accounting And Business Management

Lovely Professional University
Phagwara, India
04.2016

Bachelor of Commerce (professional) - Accounting And Business Management

Guru Nanak Dev University
Amritsar Punjab , India
04.2014

Skills

  • Team leadership
  • Customer service
  • Loan processing
  • Client relations
  • Sales support
  • Microsoft Excel
  • Sales Goals
  • Customer Relationship Building
  • Team Building Leadership
  • Staff Recruitment and Hiring
  • Expert in FIN 30 app
  • XERO, MYOB

Certification

  • CM - Certified Manager Certification

Hobbies

Hobbies are watching movies, Playing with kids and reading Books. I am kind of Childish person these days everyone busy with their jobs and household work as a human being if we follow up the same routine that will make us bore. I do these three things whenever i need to boost up my mood. These three activities make me energetic and happy. If i am happy i do all the work by my heart with successful rate.

Languages

English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual

Timeline

Financial Services Administrator

Link Finance
05.2023 - Current

Restaurant Manager

Miss Istanbul Turkish Restaurant
09.2019 - 03.2023

Certificate in XERO And MYOB - Accounting And Business Management

Carrer Academy

Graduate Diploma in Applied Management - Accounting And Business Management

Otago Polytechnic

Master of Commerce - Accounting And Business Management

Lovely Professional University

Bachelor of Commerce (professional) - Accounting And Business Management

Guru Nanak Dev University
Sharanpreet Kaur