Harmanpreet Kaur
About Harmanpreet Kaur
Harmanpreet Kaur is an Operational Clerk and Suitability Review Analyst at Primerica, where she has worked since 2020. She has a diverse background in customer service and retail management, along with academic qualifications in Banking and Financial Support Services and Biochemistry.
Work at Primerica
Harmanpreet Kaur has been employed at Primerica as an Operational Clerk - Suitability Review Analyst since 2020. In this role, she is responsible for conducting suitability reviews, ensuring compliance with regulatory standards, and supporting operational processes. Her tenure at Primerica has allowed her to apply her analytical skills and contribute to the company's operational efficiency.
Previous Employment Experience
Before joining Primerica, Harmanpreet Kaur held several positions in the retail and financial sectors. She worked as a Store Manager at Sheffield And Sons Tobacconists for six months in 2017. Prior to that, she served as a Sales Associate at Shell from 2015 to 2017 and as an Assistant Manager at 7-Eleven from 2017 to 2019. Additionally, she worked as a Member Service Representative at First Calgary Financial for four months in 2019 and as a Contact Center Agent at Concentrix for nine months in 2020.
Education and Expertise
Harmanpreet Kaur studied at Bow Valley College, where she earned a Diploma in Banking and Financial Support Services from 2015 to 2016. She also holds a Master of Science (M.Sc.) in Biochemistry and Molecular Biology from Guru Nanak Dev University, completed between 2011 and 2013. In addition to her formal education, she possesses a certification in Investment Funds in Canada (IFIC) and has expertise in Microsoft Excel and Microsoft Word, which supports her analytical and operational tasks.
Skills and Competencies
Harmanpreet Kaur has demonstrated strong skills in foreign languages, enhancing her ability to communicate effectively with a diverse clientele. Her background in the retail industry has contributed to her customer service skills, enabling her to engage with customers and address their needs efficiently. Her proficiency in Microsoft Office applications further supports her operational responsibilities.