Professional Profile
* Experienced and Result-oriented Person who possesses extensive
experience in Sales, Customer Service and Marketing
* Great leadership, strong analytical, problem solving, organizational,
interpersonal and superior administrative skills, coupled with the
ability to focus on attention on assigning task to work independently
with little supervision
* Ability to work under stressful situations in a fast-paced environment;
demonstrated pro-active skills in handling complex matters
* Working knowledge of computer applications such as Microsoft Word and
Excel, PowerPoint including internet and email usage
Canadian Employment History
Sr Customer Service Representative
March 2015 - Present
SDI Marketing. Winnipeg, Canada
. Recommends potential products (PC Financial Credit Card) services at
Superstore and ensure customer leaves happy from store.
. Attracts potential customers by answering product and service
questions; suggesting information about other products and services.
. Meeting daily targets and submit reports end of the day.
. Providing Training to new CSR if required.
Team Lead
October 2014 - Feb 2015
JWResearch Ltd. Winnipeg, Canada
. Trained staff by reviewing and revising orientation of products and
sales training materials.
. Promote sales by demonstrating products (Credit Cards) to customers.
. Prepare reports by collecting, analyzing, and summarizing information.
. Contribute to team efforts by accomplishing related results as needed.
. Create schedules to ensure adequate and efficient staffing at all
times.
. Motivate staff and maintain a positive work environment.
Related Employment History
Business Development Manager November 2006 - April 2014
Max Life Insurance Co ltd.
Vadodara, Gujarat, India
. Developed and submitted a monthly sales strategy plan to achieve Sales
objectives every month. Advised to clients depends on their financial
needs with promotional activities to increase life insurance sales.
. Prepared, coordinate and make presentations for client meetings, group
companies and conferences. Responded to client calls promptly and
provided a high level of service. Effective execution of the sales
process and sales cycle with insurance advisors.
. Established contact and builds relationships with targeted
intermediaries through planned sales activities to promoted and sell
products and services. Developed and maintains ongoing business
relationships with organizations, distributors and associations within
the territory.
. Provided feedback to contribute to the development of new products and
services and ongoing initiatives. Solves, in collaboration with
internal stakeholders and Clients, any escalated issues that could
have an effect on client retention and business growth.
Sales Manager
January 1998 - October 2006
Credit Sources
Vadodara, Gujarat, India
. Compiled records of deposits, withdrawals, loan and mortgage payments,
cheques and purchase, sale and exchange of securities, Monitor
customer preferences to determine focus of sales efforts. Answer
inquiries and provide information on insurance products, policies and
services
. Reviewed operational records and reports to project sales and
determine profitability. Sales progressing deals to completion and
dealing with difficult customers on behalf of team.
. Produced weekly reporting statistics. Selling our company services to
generate new and repeat business selling mortgage loan, auto loans,
personal loans within existing customer in assign territories.
. Processed loan and mortgage applications, loan and mortgage payments,
retirement savings plan applications, term deposits, drafts and money
orders.
. Answered inquiries and provide information on banking products,
policies and services. Processed enrolments, cancellations, claims
transactions, policy changes and premium payments
. Reviewed insurance applications and verify insurance coverage,
premiums paid and other insurance information. Calculated insurance
premiums, pension benefits and annuity payments. Compiled and maintain
claims data, rates and insurance data and records.
Education Background
Diploma in Mechanical Engineering January 2001 - November 2003
Gujarat University Gujarat, India
Related Training and Certificates
Profitable Management Workshop November 2013
Life Insurance Market Research Association
Professional Agency Developer June 2012
Kinder Brothers Incorporated
Six Sigma (Yellow Belt) September 2008
Max Life Insurance Company Limited
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