Harpreet Singh is an experienced financial services professional with a strong background in business development and customer success. Currently serving as a Financial Services Representative II at CIBC since January 2024, Harpreet assesses clients' financial circumstances to create tailored investment plans. Previous roles include Business Development Associate at Pro Recruitment Services, Customer Success Specialist at Scrubbi, and Senior Manager at HDFC Bank, where responsibilities involved generating loan proposals and fostering client relationships. Earlier experience includes serving as a Senior Executive at MetLife, focusing on property and casualty processes, as well as positions at Wipro related to customer management for Verizon and AOL. Harpreet holds a Bachelor of Commerce from Guru Nanak Dev University and completed senior secondary education at DAV Centenary Public School.
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