Harpreet Bajaj Email
Corporate Secretary @ Invictus Accounting Group LLP
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Harpreet Bajaj Location
- Maple Ridge, BC, CA
Harpreet Bajaj Work
- Corporate Secretary @ (July 2026 - Present)
- Corporate Secretary @ (October 2025 - June 2026)
- Corporate Secretary @ (October 2025 - May 2026)
- Corporate Secretary @ (March 2025 - October 2025)
- Corporate Secretary @ (April 2023 - March 2025)
- Corporate Secretary @ Kodiak Copper Corp. (November 2021 - March 2025)
- Assistant Corporate Secretary @ Corex Management Ltd. (August 2021 - March 2025)
- Analyst - listed Issuer @ (June 2020 - August 2021)
- SENIOR ANALYST – CUSTOMER DUE DELIGENCE (Entity - Trusts, LLC's, Partnerships, and Corporations) @ HSBC Retail Banking and Wealth Management (May 2019 - December 2019)
- SENIOR ANALYST - CUSTOMER DUE DILIGENCE (LOW-MEDIUM RISK – RBWM) @ HSBC Retail Banking and Wealth Management (February 2019 - May 2019)
- QUALITY CHECKER - CUSTOMER DUE DILIGENCE @ HSBC Retail Banking and Wealth Management (October 2018 - January 2019)
- Customer Service Representative @ (September 2018 - October 2018)
- Affluent Relationship Manager - Burgundy Segment @ (April 2017 - May 2018)
- Service Relationship Manager - Priority and Wealth @ (June 2011 - March 2017)
- Relationship Manager - Priority Banking Services @ (May 2008 - May 2011)
Harpreet Bajaj Education
- Canadian Securities Institute
Canadian Securities Course (Financial Planning and Services)
2020-2021 - Simon Fraser University
Public companies: Financing (Grovernance and Compliance, Fundamentals of Corporate Governance, Overview of Securities law and much more)
2020-2020 - Apeejay School Of Management
MBA/PGDM (Finance & Marketing)
2006-2008 - Delhi University
Bachelor of Commerce - BCom
2002-2005 - CIEL
Certification in Wealth Management
- IRDA
Insurance
- National Institute of Securities Markets (NISM)
Mutual Fund distributors Certification
Harpreet Bajaj Skills
- Banking
- Board Governance
- Business Development
- Commercial Banking
- Company Secretarial Work
- Compliance Management
- Corporate Governance
- Corporate Records
- Cross Selling
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Service
- Due Diligence
- EDGAR filings
- Global Regulatory Compliance
- Insider Reporting
- Investments
- Legal Compliance
- Marketing Management
- Portfolio Management
- Regulatory Compliance
- Relationship Management
- Retail Banking
- Risk Management
- Securities Regulation
- Skilled Multi-tasker
- Team Management
- Wealth Management Services
- Leadership
- Marketing
- Strategic Planning
- Customer Relationship Management Crm
- Front Office Support
- Account Management
- Financial Accounting
- Customer Relationship Management
Harpreet Bajaj Summary
- Harpreet Bajaj, based in Maple Ridge, BC, CA, is currently a Corporate Secretary at Invictus Accounting Group LLP. Harpreet Bajaj brings experience from previous roles at Foremost Clean Energy, Rio Grande Resources Ltd, ARO Consulting Inc. and iMetal Resources Inc (TSXV: IMR) (OTCBB: ADTFF) (FSE: A7V). Harpreet Bajaj holds a 2020 - 2021 Canadian Securities Course in Financial Planning and Services @ Canadian Securities Institute. With a robust skill set that includes Banking, Board Governance, Business Development, Commercial Banking, Company Secretarial Work and more. Harpreet Bajaj has 2 emails on RocketReach.
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