BHUMI KANANI
Vasai West
Summary
Resourceful, Responsible and Energetic. I am resourceful which means I will find quick and smart ways to overcome difficulties. Because I am a responsible person and I take ownership of my ongoing development to ensure I am always valuable to the organization and my skills relevant. Highly-motivated employee with desire to take on new challenges.
Overview
8
8
years of professional experience
Work History
Advisor Centralised LAD
Motilal Oswal Financial Services Limited
Malad
02.2024 - Current
- Developed financial plans and strategies tailored to clients' individual needs.
- Provided advice on tax-advantaged investment opportunities.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Identified new business opportunities through networking events or referrals from existing clients.
- Developed customized financial strategies for clients, aligning with their long-term goals and risk tolerance.
- Analyzed clients' insurance needs to recommend suitable life, health, and long-term care insurance products.
- Educated clients on investment principles, market dynamics, and the importance of portfolio diversification.
- clients' investment portfolios, providing timely rebalancing and adjustments as necessary.
- Developed and maintained strong client relationships through exceptional service and communication.
- Evaluated stocks, bonds, mutual funds, and other securities.
- Educated clients about different types of investments and potential risks associated with them.
- Explained complex financial concepts in an easy-to-understand manner.
- Provided advice on investments, taxes, insurance, and other areas of personal finance.
- Developed strategies to help clients achieve their long-term financial goals.
Business Development Manager
HDFC Life Insurance Pvt Ltd
Vasai
08.2023 - 01.2024
- Creating development plans and forecasting sales targets and growth projections
- Identifying market opportunities through meetings, networking and other channels
- Meeting existing and potential clients and building positive relationships
- Dealing with customer Issues & Churning out an easy-to-follow Solution
- Helping Customer to choose the right product for their Requirements & Budget
- Heandling Customer concerns And complaints in a Timely manner
- Informing Customer of Upcoming Promotion or details
- Establishing A positive rapport with all clients and customer in person or via phone, fixing Appointments Based on Availability of customer & clients
- Interacting with customers to ensure they have a Desirable and shareable Experience
- Maintained Excellent Customer Relationship by Efficiency solving Queries, Complaints & Issues
Customer Care Executive
Muthoot Finance Limited
01.2022 - 07.2023
- Directed Clerical Tasks Including copying, Faxing & File Management
- Processed and Distribution incoming correspondence to Relevant staff, Facilitating Team Communication
- Met Incoming Customers with professional Approch & Provided Friendly Knowledgeable Assistance
- Captured and Processed Clients Information, Entering Data Into Online System for Wider Company use
- Filed & maintained invoices, Customer Record & other paperwork to Facilitated Ease of Retrieval
- Monitored and Reconcile Department expenditure for Month end Expences Report
- Organized and updated weekly schedule & Monthly calendar obligations for Various Level Mangement And Junior Staff
Receptionist
PM Shah Jewellers
01.2020 - 02.2021
- Greet and direct customers Provide accurate information (e.g
- Product features, pricing and after-sales services)
- Answer customers' questions about specific products/services
- Conduct price and feature comparisons to facilitate purchasing
- Cross-sell products
- Ensure racks are fully stocked
- Manage returns of merchandise
- Coordinate with the Retail Sales Representatives team to provide excellent customer service (especially during peak times)
- Inform customers about discounts and special offers
- Provide customer feedback to the Store Manager
- Stay up-to-date with new products/services
Sales executive
Udaan suzuki
04.2017 - 12.2019
- Cultivated relationships with existing customers to encourage repeat business.
- Analyzed market trends and competitive landscape to identify opportunities for growth.
- Developed and implemented sales strategies to meet customer needs and increase revenue.
- Implemented processes for cross-selling products or services based on customer needs.
- Contacted current and potential clients to promote products and services.
- Sourced new sales opportunities through inbound lead follow-up.
Education
Banking and Insurance
Mumbai University
Mumbai01.2021
H.S.C. -
Maharashtra Board
Vasai03-2017
S.S.C. -
Maharashtra Board
01.2017
Skills
- Ms Excel
- Power Point
- Word
- Time Management
- Decision Making
- Microsoft Office Skills
- Critical Thinking Skills
- Hub spot CRM
- Active listening Skills
- Call monitoring & Analysis
- Improving customer experience
- Cross Selling
- Outbound call handling
- Positive attitude
- Positive Loyalty
- Problem-solving
- Client engagement
- Negotiation
- Goal setting
- Risk assessment
- Written communication
- Relationship building
Languages
- English
- Hindi
- Marathi
- Gujrati
Affiliations
- I got trophy in HDFC Life as quick start performer as new joinee.
- i have got certification in Suzuki as top performer.
Timeline
Advisor Centralised LAD
Motilal Oswal Financial Services Limited
02.2024 - Current
Business Development Manager
HDFC Life Insurance Pvt Ltd
08.2023 - 01.2024
Customer Care Executive
Muthoot Finance Limited
01.2022 - 07.2023
Receptionist
PM Shah Jewellers
01.2020 - 02.2021
Sales executive
Udaan suzuki
04.2017 - 12.2019
Banking and Insurance
Mumbai University
H.S.C. -
Maharashtra Board
S.S.C. -
Maharashtra Board
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