SACHIN SOLANKI
Dieppe
Summary
Results-driven and customer-focused Individual with a proven track record in banking and Insurance industry, aiming to utilize skills and expertise to contribute to the success of company. Possessing expertise in financial analysis, account reconciliation, team management and excellent customer service, I am committed to maintaining high standards of performance and contributing to the organization growth. A dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
Work History
Insurance Advisor
TD Insurance
03.2022 - 07.2023
- Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals, boosting sales 170%.
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Streamlined policy renewals for clients, leading to improved retention rates.
- Enhanced customer trust by addressing concerns and explaining complex policy details in understandable terms.
- Established long-lasting relationships with clients through proactive communication and exceptional service.
- Collaborated with underwriters to customize insurance policies for unique client needs, achieving higher sales numbers.
- Organized informative seminars for potential clients, resulting in increased lead generation and policy sales.
- Conducted thorough risk assessments for clients, crafting tailored solutions to mitigate potential losses effectively.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
Personal Banking Representative
CIBC Bank
11.2021 - 03.2022
- Increased customer satisfaction by providing personalized banking solutions and exceptional service.
- Supported the achievement of sales targets by actively promoting special promotions and incentives.
- Educated customers on digital banking tools, leading to increased adoption of online and mobile services.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Managed complex credit applications; negotiated terms and conditions which resulted in increased loan approvals for qualified borrowers.
- Interviewed customers to obtain information needed for opening accounts , line of credit and retail loans.
Junior Engineer Trainee
EarthRealty
08.2018 - 05.2019
- Execution of daily activities as per structure plan
- Examination interior work of individual client house
- Managing and recording of construction material on site
- Coordinating with team members and architect and ensuring of smooth and safework
- Handling construction labors and providing support for the completion of given duties
- Report making of site readiness, sales, and dailytransactions
- Interacting with customers and clients for sales.
Education
Diploma - Business Administration: Financial Management
New Brunswick Community College
New Brunswick, Canada06.2021
Bachelor of Engineering - Civil Engineering
Gujarat Technological University
Gujarat India06.2018
Skills
- Proficiency in Excel
- Variance Analysis
- Account Reconciliation
- MS Office Suite
- Interpersonal skills
- Active listening
- Teamwork and collaboration
- Problem-solving abilities
- Risk assessment
- Account Management
- Time management
- Organizational skills
- Report Preparation
- Accounting Principles
- Team Collaboration
References
REFERENCES AVAILABLE UPONREQUEST.
Timeline
Insurance Advisor
TD Insurance
03.2022 - 07.2023
Personal Banking Representative
CIBC Bank
11.2021 - 03.2022
Junior Engineer Trainee
EarthRealty
08.2018 - 05.2019
Diploma - Business Administration: Financial Management
New Brunswick Community College
Bachelor of Engineering - Civil Engineering
Gujarat Technological University
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