Welcome To My Website
Hi, My Name is Harimanpreet.Financial Services InternBased in Calgary
Financial services professional skilled in financial analysis, Excel modeling, risk management, and regulatory compliance, delivering accurate insights for informed decision-making.
Harimanpreet Malhotra
- Available for internship & entry-level finance roles
Professional Achievements
Driven finance enthusiast with proven track record in sales excellence, customer service, and financial project execution.
Customers Assisted
0
+
Annual Sales Profit Achieved
$
0
k+
Operational Cost Reduction in Project
0
%
- About Me
A Glimpse into My Life
I am a motivated Financial Services Intern with hands-on experience in customer relationship management, financial analysis, Excel modeling, and compliance processes. My background includes achieving top sales performance at Rogers, leading a winning business case competition, and managing client portfolios with a strong focus on accuracy, efficiency, and long-term results.
- Work Experience
Demo
Demo
2025
Office Manager
Punjab Insurance Inc.
November 2019 – August 2021
Associate
Glentel Inc.
July 2022 – September 2024
Associate
Rogers
November 2024 – Present
- Skills
Proficient in financial analysis, Excel modeling, risk assessment, CRM systems, and regulatory compliance, with a strong ability to interpret data, create actionable strategies, and deliver measurable outcomes.
Data Interpretation & Reporting
Sales & Client Engagement
Regulatory Compliance
Customer Relationship Management (CRM)
Risk Management
Excel Modeling
- My Projects
My Recent Projects
Project 1
2024
Led a financial feasibility study for expansion strategies, integrating marketing, operational, and financial plans to boost efficiency and growth.
Phone
+1 (587) 566-6444
Address
Calgary, Alberta, Canada
singhharimanpreet@gmail.com