Harpreet Kaur's Location
Vancouver, BC, CA
Harpreet Kaur's Work
- Corporate Secretary @ iMetal Resources Inc
- Director @ Mohave Holdings Inc.
- Corporate Secretary @ Dunnedin Ventures
- Assistant Corporate Secretary @ Corex Management Ltd.
- Analyst - listed Issuer @ TMX Group
- SENIOR ANALYST – CUSTOMER DUE DELIGENCE (Entity - Trusts, LLC's, Partnerships, and Corporations) @ HSBC Retail Banking and Wealth Management
- SENIOR ANALYST - CUSTOMER DUE DILIGENCE (LOW-MEDIUM RISK – RBWM) @ HSBC Retail Banking and Wealth Management
- QUALITY CHECKER - CUSTOMER DUE DILIGENCE @ HSBC Retail Banking and Wealth Management
- Customer Service Representative @ TD
- Affluent Relationship Manager - Burgundy Segment @ Axis Bank
Harpreet Kaur's 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 Kaur's Skills
- Leadership
- Portfolio Management
- Business Development
- Marketing
- Risk Management
- Customer Service
- Strategic Planning
- Customer Retention
- Marketing Management
- Cross Selling
Harpreet Kaur's Summary
Harpreet Kaur, based in Vancouver, BC, CA, is currently a Corporate Secretary at iMetal Resources Inc (TSXV: IMR) (OTCBB: ADTFF) (FSE: A7V), bringing experience from previous roles at Mohave Holdings Inc., Kodiak Copper Corp., Corex Management Ltd. and TMX Group. Harpreet Kaur holds a 2020 - 2021 Canadian Securities Course in Financial Planning and Services @ Canadian Securities Institute. With a robust skill set that includes Leadership, Portfolio Management, Business Development, Marketing, Risk Management and more, Harpreet Kaur contributes valuable insights to the industry. Harpreet Kaur has 2 emails on RocketReach.
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