Kiranpreet Johal

Leadership, Portfolio assessment, Sales and Marketing, Financial Advising, MS Office, Team player, Investment Planning, Mutual funds and Liabilities, Financial product knowledge, Client relationship management

Branch Sales officer: HDFC Bank Ltd

• Helped 142 clients plan for fund retirement using mutual funds and other options to manage, customize and diversify portfolio,
• Increased client base by 8% and encourage existing clients to expand financial portfolios,
• Made credit recommendations for personal lending transactions, including home financing, in accordance with sound credit
• granting principles and with the HDFC bank's policies and procedures,
• Discussed bank portfolio updates and suggested additional personalized solutions with clients based on their financial goals ,
• Increased branch sales by 11 % with targeted recommendation strategy and customer satisfaction by resolving issues,
• Managed portfolio of high NetWorth 50+ clients,
• Maintained in-depth understanding of bank operations, products and services

• Delivered on a broad range of administrative support activities, such as handling inbound calls, accurate processing of daily administrative transactions, 
• Standardized office structures and processes to promote collaboration and increased performance, 
• Consistently exercised discretion in handling correspondence, information and all matters of confidentiality, 
• Prepared administrative workflows and trained junior staff members,
• Delivered performance reviews, recommending additional training or advancement, 
• Executed record filing system to improve document organization and management

IFIC - Jan 2023

MBA in Finance: July 2014 - May 2016

Bachelors of Commerce: July 2011 - May 2014