Nandeep Chohan
53 Madison Street
Brampton, ON L6S 3C4
Phone: 905.789.0507
E-mail: ramindernandeep@yahoo.com
OBJECTIVE
To u...
• Monitor branch activities and risk to ensure adherence to policies, procedures, and
controls while minimizing fraud, for...
EDUCATION
Canadian Securities Institute July 2009 - Present
• Registered in the Canadian Securities Course
Investment Fund...
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Nandeep Chohan...Resume

Published on: Mar 3, 2016
Source: www.slideshare.net


Transcripts - Nandeep Chohan...Resume

  • 1. Nandeep Chohan 53 Madison Street Brampton, ON L6S 3C4 Phone: 905.789.0507 E-mail: ramindernandeep@yahoo.com OBJECTIVE To utilize my extensive management, financial, organizational and interpersonal skills with a well reputable organization that seeks top driven performance. SUMMARY OF SKILLS AND ACHIEVEMENTS • Strong detail-oriented professional with excellent project management, organizational, and interpersonal skills • Coach, motivate and reward the team of 3-5 people • Proven capacity to manage multiple tasks and responsibilities simultaneously and effectively • Demonstrated ability to effectively communicate with others at all levels • Strong leaders, evaluation, resolution and decision making skills • Ability to work independently and in a team environment • Ability to establish positive client/agent/community relationships • Highly adaptable, welcome challenges, new responsibilities and opportunities to learn new skills • Comprehensive knowledge in a variety of software applications (Microsoft Office, Windows 2000, the World Wide Web, Microsoft Outlook, SQL 7.0) • Received Q2 achiever’s Award in 2015 from CIBC • Received Q3 Achiever’s Award in 2008 from CIBC • Received Q1 Achiever’s Award in 2004 from CIBC WORK EXPERIENCE CIBC – Brampton ,ON CIBC – Brampton, ON 2013- present Senior Financial Services Representative CIBC – Brampton, ON 2011-2013 Branch Manager • Manage a team of 3-5 employees • Identify client concerns and implement action plans to address client feedback. • Actively promote and maintain effective partnerships with peers, colleagues, businesses & community partners • Manage all cash holdings and branch expense • Hire new employees to join the branch team and ensure that all new and existing employees have acquired the appropriate knowledge to effectively and efficiently perform their duties
  • 2. • Monitor branch activities and risk to ensure adherence to policies, procedures, and controls while minimizing fraud, forgeries and irrecoverable losses • Responsible for ensuring optimization of the operational capability of the branch • Responsible for the proper maintenance of branch equipment (i.e. bank machines, cameras, time locks, computers, etc) CIBC – Brampton, ON 2004 – 2011 Senior Financial Services Representative • Provided an exceptional experience for personal and small business clients • Responsible for opening and closing procedures of the branch • Maintain control of non-negotiable instruments and engraved forms • Understood and met client’s financial needs and objectives • Strong knowledge of credit, investment, and business products • Developed and executed long term and weekly sales plans to consolidate and retain existing business and attract new business • Increased the bank’s portfolio through secured and unsecured lending, investments and deposit accounts • Provided financial solutions and advice for clients to better suit their needs and objectives • Bundled product packages to increase revenue and sales • Ensured proper and accurate completion of all required documents • Maintained contact with clients and follow-up for potential new sales and services needs • Regular contact with underwriters, lawyers, and other financial institutions to provide customer support and completion of transactions • Attracted new business by making out-bound calls • Used due diligence and three part fraud test when processing client transactions • Adhered to all bank policies to ensure client privacy is protected at all times • Adhering to CIBC Securities policies and practices on mutual fund trades • Ensuring that CSR’s are working within their delegated cash limits • Provided supervisor overrides for client transactions • Handed customer complaints and concerns in a timely manner • Acted as branch manager during her/his absence CIBC – Brampton, ON Customer Services Representative 2003 – 2004 • Created a positive client experience by understand and meeting their needs quickly, professionally and accurately • Assisted with the opening and closing procedures of the branch • Promoted banking products and transaction that meet client needs • Identified client needs and sales opportunities while processing transactions • Answered client inquiries regarding account transactions, interest rates and new products or promotions • Balanced cash holdings at the end of the day • Extensive product knowledge in order to accurately advise client of new products
  • 3. EDUCATION Canadian Securities Institute July 2009 - Present • Registered in the Canadian Securities Course Investment Funds in Canada Feb. 2007 • Licensed Mutual Funds Representative in Ontario Masters of Commerce (India) Bachelors of Commerce (India) INTERESTS AND ACTIVITIES • Strong interest in meditation, health and wellness • Enjoy traveling, and outdoor activities REFERENCES AVAILABLE UPON REQUEST

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