Harkirt Singh
Dallas,TX
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
7
7
years of professional experience
Work History
Financial Advisor
Aegon Life Insurance Company
08.2021 - Current
- Met with 5 daily 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.
Customer Relationship Advocate
Fidelity Investments
01.2021 - 06.2021
- Assisted 50+ customers daily over the phone regarding questions on account balances and financial resources
- Finished in top 10 percent of branch advocates for highest customer call back rates 5 consecutive months
- Received Gold Star recognition for excelling at educating customers on options to improve their financial security
Financial Representative
Northwestern Mutual
12.2019 - 12.2020
- Developed comprehensive financial plans for 50+ clients including retirement analyses and life insurance options
- Prepared 10+ in depth client portfolios per week which were then presented to potential clients in meetings
- Cold called 100+ potential clients per day, acquired clientele referrals, and maintain professional relationships
Personal Banker
First Convenience Bank
04.2018 - 12.2019
- Responsible for daily customer transactions amounting to more than $8,000 and explaining other bank services
- Managed client bank accounts, including opening and closing accounts, and resolved client queries and complaints
- Performed administrative duties, such as data entry, verifying bank account details, and processing applications
Assistant Store Manager
Bonham Fuel and Food Stop
07.2016 - 03.2018
- Managed 8 employees and coached them on conflict resolution, quality customer service, and store operations
- Brainstormed and implemented new and effective pricing strategies to increase sales while keeping costs low
- Handled $20,000 - $30,000 worth of transactions daily and kept track of inventory and transaction data
Education
Bachelor of Arts -
The University of Texas At Dallas
Richardson, TX12.2020
Financial & Managerial Accounting, Business Law, Financial Modeling, Investment Management - undefined
Master of Arts - Business
The University of Texas At Dallas
Richardson, TX12.2027
Bachelor of Arts - Finance
The University of Texas At Dallas
Richardson, TX12.2020
Skills
- ADDITIONAL INFORMATION
- Financial Analysis/Modeling,
- Microsoft Excel, Powerpoint
- Investment planning
- Sales expertise
Accomplishments
- Certifications: Microsoft Office Suite
Additional Information
- Interests: Real Estate, Punjabi Speaker, Weightlifting, Work Eligibility: Eligible to work in the U.S. with no restrictions
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Financial Advisor
Aegon Life Insurance Company
08.2021 - Current
Customer Relationship Advocate
Fidelity Investments
01.2021 - 06.2021
Financial Representative
Northwestern Mutual
12.2019 - 12.2020
Personal Banker
First Convenience Bank
04.2018 - 12.2019
Assistant Store Manager
Bonham Fuel and Food Stop
07.2016 - 03.2018
Bachelor of Arts -
The University of Texas At Dallas
Financial & Managerial Accounting, Business Law, Financial Modeling, Investment Management - undefined
Master of Arts - Business
The University of Texas At Dallas
Bachelor of Arts - Finance
The University of Texas At Dallas
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