Life Insurance Sales

SumeetKumar R. Patel

** ********* **., ****#***, Ottawa, Ontario

Phone: +1-306(999-2496) • **.******@*****.***

_

SUMMARY

I enjoy working as part of a team and understand the importance of Occupational Health and

Safety. I believe that if I were part of your team I would be an asset to organization. I always

fulfill my role into professionalism, courtesy and genuine interest. I understand the importance of

communication when working as part of a team and I am also confident in my ability as a

professional and I believe that I can offer your company an employee who can be an active and

mature member of your team.

OBJECTIVE:

To obtain a part-time designation in a firm where I can provide my best skills in Customer

Service and with that maximize the wealth level of the company to best possible pinnacle.

Employment History:

Walmart Canada(Dec2011-Jan2014)

• Night Renovation Associate: Merchandise the products, building the new counters,

cleaning of whole store, moving the counters, and performing small projects according to

the need of job individually.

• Overnight stocker, as an overnight stocker I have worked in dry groceries, toys, pets food

• Produce associate, received the delivery of produce

• Forklift Trained

Shell Canada (May 2011-Nov2011)

• Cashier: performed the duty of cashier, handling customer queries, cleaning the pumps

as well as upsell of different in-store products.

Subway Sandwiches(Apr2011- Nov-2011)

• Sandwich Artist: Making the sandwiches for the customers, preparing meats and

vegetables, cleaning of store, cashier, closing of store, etc,

Poonam Infotech Ltd. (2003/05)

• Worked as a Data Entry Operator for two Year of 2003/04. As a data Entry Operation

my responsibility was to fill different forms given by the supervisor in the computer

using Microsoft word and Excel.

HDFC Bank Ltd. 2008/09

• Opened saving accounts, children’s accounts, fixed deposits and demate(stock) accounts

of the clients and provided them after sales services. Expanded my clientele with the use

of existing customers by featuring them fair services on time.

ICICI Prudential Life Insurance Co. Ltd. 2009/10

• Met the clients, given them presentation about our services and converted them into our

valuable customers to invest in Equity Market, sold Life Insurance and medical policies

as add-ons. Gave them after sales services and sorted their queries and maintained a long-

term relationship with them.

DETAILS OF COMPANY:

HDFC Bank Ltd. is an wholly owned Indian banking company which handles saving

accounts, current accounts, demat accounts and fixed deposits of the customers on large

scale.

ICICI Prudential Life Insurance company is also an wholly owned Indian company who deals

with the investments of the customers and invests money of them into top most 50 profitable

companies. Even it also provides services of life insurance and medical insurance to their

customers.

Designation:

Sales Officer (HDFC Bank)

Associate Health Assurance Manager (ICICI Prudential Life Insurance company ltd.)

Volunteer Work

I had approached visitors to fill a survey at Science Funfest of 2010.

Education

Bachelors of Commerce 2004 GSEB, GUJARAT, INDIA

Post graduate Diploma in Maharaja Sayaji Rao Gaiekwad

2005

Applied Economics Univerisity, baroda, Gujarat, India

Maharaja Sayaji Rao Gaiekwad

Masters in Business Economics 2007

Univerisity, baroda, Gujarat, India

Marketing And Business

2011 Algonquin College, Ottawa, ON, Canada

Intelligence Research

PROFESSIONAL PROFILE:

• Proven ability to create a positive working environment that uplifts my colleagues’ spirit.

• Creative and good generating new and effective ideas.

• Strong analytical skills, capable of assessing conditions and implementing appropriate

interventions. Formidable observation and interpersonal communication skills.

• Demonstrated ability to take initiative to work independently, or to work as a part of

team.

• Ability to perform under stress and pressure.

LANGUAGES:

• English, Hindi, Gujarati(speak/understand/read/write) Fluent

• Urdu, Marathi(little speak/understand)

COMPUTER PROFICIENCY

• Platforms : Windows XP/2003, 2007, windows vista and 7

• Office Tool : M.S.Office, adobe, paint

• Others : Familiar with use of SPSS, Fluid surveys.com

ACHIEVEMENT:

• Participated and Won in Debate competition in school Baroda-India 1999

• Played State Level Cricket Baroda-India 2003

The above given information is true and complete to my best knowledge.

Details can be provided on employers demand.

Thanking You.

Sumeet Patel.

Contact this candidate