Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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JAGJIT MANAN

Oxnard,CA

Summary

With over six years of hands-on experience in customer service and sales, I have honed my ability to engage effectively with diverse clientele, understand their needs, and provide tailored solutions to ensure maximum satisfaction. Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines. Along with my past experiences and financial licenses I want to achieve, I wish to further my career in finance and banking roles.


Overview

5
5
years of professional experience
1
1
Certification

Work History

Personal Banker

Wells Fargo
05.2024 - 04.2025
  • Delivered exceptional customer service by building strong relationships with affluent and non affluent clients, understanding their unique financial needs, and providing tailored banking solutions.
  • Achieved consistently positive customer reviews by adhering to Wells Fargo's rules and regulations, demonstrating professionalism and integrity in all interactions.
  • Positive, welcoming and informative banking environment, encouraging open discussions about account options and financial options to high-net-worth individuals with the chance to meet with WF Premier and Relationship Banker.

Financial Services Professional

New York Life Insurance Company
02.2023 - 04.2024
  • Acquired my Life and Health License, along with studying for and in pursuit of my Series 7, & 63 Licenses.
  • Successfully met and exceeded sales quotas through proactive prospecting, strategic negotiation, and building client relationships.
  • Proficient in handling rejections with resilience and utilizing them as learning opportunities to refine sales strategies.
  • Researched and acquired comprehensive knowledge of diverse financial products, enabling me to customize the best solutions tailored to each client's unique financial goals and preferences.

Freight Agent

Hawk Truck Line
02.2020 - 01.2023

Company Overview: Local family owned trucking company.


  • During my time here I fulfilled administrative responsibilities, store management, and driving sales growth.
  • Duties included: Organizing Events, Financial Reporting, Payroll, HR Management, Vendor Relations, Inventory Management, and Creating Projects to Increase Sales.
  • Store caught eyes of Area Leaders and Market Managers.
  • Gross Monthly sales increased 35-40%.
  • Awarded multiple time for store cleanliness, customer service and team performance.
  • Local family owned trucking company

Education

Associate Business Administration -

Ventura College
05-2023

Skills

  • Critical Thinking
  • Detail Orientated
  • Project Management
  • Advanced Analytical Skills
  • Microsoft Office & Excel
  • Adaptability
  • Financial Services
  • Customer service
  • Relationship building
  • Cash handling
  • Account maintenance

Certification

  • Life Insurance, New York Life Insurance Company - 02/2023

Languages

Spanish
Hindi
Urdu
Punjabi

Timeline

Personal Banker

Wells Fargo
05.2024 - 04.2025

Financial Services Professional

New York Life Insurance Company
02.2023 - 04.2024

Freight Agent

Hawk Truck Line
02.2020 - 01.2023

Associate Business Administration -

Ventura College