Jaspal Gill
Client-focused financial services professional
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About
Client-focused financial services professional with experience supporting personal and business clients across banking, insurance, and investment products. Skilled in relationship building, consultative sales, and financial needs analysis, with a proven track record of achieving sales goals and delivering personalized solutions.
Experience
Self-Employed Sales Associate - EVO Payments - Vancouver, BC
(2020-05 - 2025-08)
- Built and maintained relationships with small business clients by understanding their payment processing and business banking needs.
- Educated clients on merchant services, payment technologies, and transaction processing options to support informed financial decisions.
- Followed company policies and regulatory requirements to ensure compliance and mitigate risk.
Life & Health Insurance Advisor - Desjardins Financial Security - Vancouver, BC
(2018-01 - 2020-05)
- Conducted comprehensive needs assessments to understand clients' financial goals, risk tolerance, and insurance requirements, recommending personalized life and health insurance solutions.
- Applied consultative selling techniques and active listening skills to identify opportunities and provide suitable financial solutions.
- Conducted regular policy reviews that uncovered additional protection needs, leading to successful cross-selling and enhanced client financial security.
Sales Representative - Knowledge First Financial Inc. - Vancouver, BC
(2017-03 - 2017-12)
- Conducted proactive outbound prospecting through cold calling, referrals, and community outreach to identify new client opportunities.
- Converted prospective clients into active RESP account holders by building trust and demonstrating the long-term value of education savings plans.
Senior Account Manager - First Gulf Bank - Dubai, UAE
(2012-05 - 2016-05)
- Managed a portfolio of high-net-worth and small business clients with assets and deposits exceeding $50M, building long-term relationships and delivering personalized banking solutions.
- Identified client needs and recommended deposit, cash management, and business banking products, including Fixed Deposits, CASA accounts, and SME financing solutions.
- Collaborated with internal partners to deliver comprehensive banking services and enhance the overall client experience.
- Maintained strict compliance with KYC, AML, and regulatory requirements while managing account onboarding and ongoing client due diligence.
- Utilized CRM and banking systems to manage client relationships, maintain accurate records, track follow-up activities, and identify opportunities to provide tailored financial solutions.
Account Manager - Citi Bank - Dubai, UAE
(2010-04 - 2011-12)
- Acquired new clients through networking, referrals, and cold calling, building a strong sales pipeline and expanding client relationships.
- Delivered exceptional client experiences by resolving inquiries efficiently and responding to evolving banking needs.
Business Banking Officer - HSBC Bank Middle East - Dubai, UAE
(2007-06 - 2009-12)
- Collaborated with a team of 8-10 sales officers to achieve client acquisition, portfolio growth, and sales targets.
- Supported business development efforts through prospecting, referrals, and relationship-building activities within the SME market.
- Maintained strong compliance performance by ensuring adherence to HSBC policies, KYC requirements, and risk management standards.
Education
MBA - Marketing Management
