Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
Kuldeep  Singh

Kuldeep Singh

Jammu And Kashmir

Summary

Dynamic Financial Advisor with a proven track record at Boneybridge Pvt, excelling in client relationship management and financial planning. Adept at identifying gaps in client accounts and enhancing investment strategies, I foster collaboration as a Team Leader at Teleperformance, driving team success through effective communication and a positive work environment.

Skilled Team Leader with experience in supervising, training, and motivating teams. Strengths include project management, conflict resolution, and effective communication skills. Have contributed to past roles by improving team performance and enhancing workflow efficiency.

Overview

5
5
years of professional experience

Work History

Financial Advisor

Boneybridge pvt
Mohali
03.2024 - 05.2025
  • Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
  • Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
  • Reviewed existing client accounts to identify any gaps or areas needing improvement.

Team Leader

Tele performance
Mohali
05.2020 - 02.2024
  • Held weekly staff meetings to review project updates, discuss issues, and brainstorm solutions.
  • Maintained a positive work environment that promoted collaboration between team members.

Education

Bachelor of Arts -

GGC Billawar
Billawar
06-2019

Skills

  • Client relationship management
  • Financial planning
  • Investment strategies
  • Market analysis
  • Customer service

Languages

Hindi
First Language
English
Beginner (A1)
A1
Urdu
Beginner (A1)
A1

Timeline

Financial Advisor

Boneybridge pvt
03.2024 - 05.2025

Team Leader

Tele performance
05.2020 - 02.2024

Bachelor of Arts -

GGC Billawar
Kuldeep Singh