Purvi Dugar

• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Worked with clients to support understanding of rationale and details of financial strategies.
• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
• Facilitated presentation and recommendation of services by optimizing client relationships.
• Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
• Assisted clients with estate planning to organize distribution of assets based on client wishes.
• Responded to client concerns and questions about credit scores and methods to improve numbers.
• Calculated clients' available monthly income to meet debt obligations.
• Evaluated credit reports to uncover problems and develop strategies for consolidating and reducing client debt.
• Negotiated with creditors on behalf of clients to arrange for payment adjustments, interest rate reductions or payment plans.
• Assisted clients with filing for bankruptcy and other debt-relief options.
• Interviewed clients by telephone or in-person to gather financial information.
• Received and submitted customer payments to further reduce open account balances.
• Answered over Number customer communications per day via telephone, email and web chat.
• Produced budget tools, educational support and referrals for clients.

• Evaluated 50+ clients
• Using NLP techniques and coaching.
• 50+ people benefited from it.
• Demonstrated respect, friendliness and willingness to help wherever needed.
• Passionate about learning and committed to continual improvement.

• Scheduled appointments and conducted follow-up calls to clients.
• Responded to emails and other correspondence to facilitate communication and enhance business processes.
• Handled daily scheduling tasks and provided administrative support for entire department.
• Provided clerical support to company employees by copying, faxing, and filing documents.
• Coordinated schedules and timelines for events.
• Performed event coordination for larger parties and gatherings.
• Managed event logistics and operations.
• Managed administrative logistics of events planning, event booking, and event promotions.
• Designed and implemented efforts to publicize events and promote sponsorships.
• Arranged availability of audio-visual equipment, transportation and displays for various types of events.
• Hired, trained and supervised volunteers and support staff required for events.
• Reviewed event bills to confirm accuracy and approve payment.
• Consulted with customers to determine objectives and requirements for events.
• Coordinated florists, photographers, and musicians for events.
• Attended conferences and events to stay up-to-date with industry trends and planning standards.
• Developed post-event reports to determine effectiveness of each event.
• Created and maintained event expenditures, budgets and timelines in job-related software.
• Brainstormed and implemented creative event concepts and themes.
• Utilized internal databases to prepare and distribute guest lists, electronic invitations and registration processes.
• Communicated with catering, lighting and sound companies to obtain price quotes.

Chairperson

• Compiled and analyzed metrics for detailed reporting and informed business planning.
• Oversaw restructuring of financial systems, resulting in increased profitability and operational output.
• Researched and prepared semi-annual equipment and inventory reports as well as annual legislative reports, translating complex data for audiences.
• Managed workflow and calendars of Chairman's office to support meeting planning and development.
• Spearheaded development and implementation of corporate governance strategies, confirming compliance with regulations at all times.
• Led organization in setting goals and strategies.
• Provided recommendations on board of directors on group's effectiveness, actions, and future plans.
• Composed and transcribed well-written reports, emails and technical documents with minimal supervision.
• Helped record, compile, summarize and analyze data.
• Established and maintained risk management system to identify and minimize potential risks.
• Negotiated and resolved conflicts between stakeholders.
• Contributed to values, goals and strategic vision of organization.
• Developed innovative approaches to problem-solving, leveraging resources and driving results.
• Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
• Communicated business performance, forecasts and strategies to investors and shareholders.
• Oversaw divisional marketing, advertising and new product development.
• Formulated and executed strategic initiatives to improve product offerings.
• Shaped solutions and approaches by leveraging trends in customer marketplaces and industries.
• Directed technological improvements, reducing waste and business bottlenecks.
• Founded performance- and merit-based evaluation system to assess staff performance.
• Managed financial, operational and human resources to optimize business performance.
• Created succession plans to provide continuity of operations during leadership transitions.
• Monitored key business risks and established risk management procedures.
• Maintained P&L and shouldered corporate fiscal responsibility.
• Established and maintained strong relationships with customers, vendors and strategic partners.
• Initiated strategy to drive company growth and increase market share and profitability.
• Analyzed industry trends and tracked competitor activities to inform decision making.
• Developed innovative sales and marketing strategies to facilitate business expansion.

• Organized meetings and prepared and distributed materials for conferences and didactic educational activities.
• Cultivated engaged student population with successful orientation programs.
• Monitored and assessed results of postsecondary programs and services to identify and capitalize on potential improvements.
• Assisted in development and implementation of faculty development plans.
• Organized and detail-oriented with a strong work ethic.
• Provided professional services and support in a dynamic work environment.

• Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
• Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
• Explained features, advantages and disadvantages of various policies to promote insurance sales.
• Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals, boosting sales Number%.
• Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
• Tracked insurance claims to help policyholders settle claims, increasing customer satisfaction Number%.
• Calculated premiums and established payment methods.
• Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Built relationships with clients using active listening and issue resolution to provide excellent service.
• Approached potential clients by using direct marketing mailings and phone contacts.
• Identified potential risks in client businesses and recommended appropriate insurance coverage.