Ayushi Banwani
Brampton,Canada
Summary
Results-driven insurance professional with extensive experience in call centre operations and a proven ability to support performance, quality, and risk excellence through consistent results and peer collaboration. Recognized for applying MIP strategies, leveraging quality feedback, and conducting needs-based conversations to drive individual and team success. Seeking a Team Leader role to support advisor development, strengthen a culture of accountability and continuous improvement, and deliver strong customer outcomes while upholding TD Insurance’s standards for risk and quality.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Advisor
TD Insurance
Markham, Canada
05.2021 - Current
- Maintained 100% compliance by consistently adhering to underwriting guidelines, disclosures, and TD Insurance’s risk appetite, reinforcing strong risk ownership and client trust.
- Met and exceeded sales targets, ranking Top 3 in the team Multi-Line Challenge, through effective needs-based conversations and clear articulation of coverage value.
- Improved performance and service quality by actively applying MIP strategies, coaching feedback, and quality insights to enhance efficiency and client outcomes.
- Demonstrated strong product, pricing, and policy knowledge, ensuring advice remained accurate, compliant, and aligned with evolving business priorities.
- Supported team success through call shadowing, informal coaching, and knowledge sharing, contributing to a collaborative, high-performance, and quality-focused culture.
- Recognized for perfect compliance results, strong decision-making, and disciplined execution under pressure.
Tax Accountant Admin Intern
Metro Tax Solutions
Toronto, Canada
09.2020 - 12.2020
- Assisted with personal and small business tax return preparation, bookkeeping, and income/expense schedules using Microsoft Excel.
- Organized tax documentation, followed compliance checklists, and supported client communication and administrative processes.
Business Development Executive
Meena Fashions Inc
Bangalore, India
10.2017 - 07.2019
- Drove revenue growth by executing sales strategies, managing client pipelines, and negotiating with vendors.
- Analyzed sales data to identify performance gaps and collaborated cross-functionally to improve product visibility and profitability.
- Managed receivables, pricing updates, and sales reporting to support operational and financial accuracy.
Analyst, Asset Finance Settlements, Auto Loans
ANZ Bank
Bangalore, India
12.2016 - 09.2017
- Streamlined auto loan settlement processes, ensuring timely and accurate transactions, and received the Best Performer Award for completing complex deals efficiently.
- Utilized AS400 and PPSR systems to enhance data integrity and participated in cross-training sessions for credit assessment.
- Identified discrepancies, risk indicators, and potential fraud prior to settlement authorization.
- Analyzed loan documents, purchase invoices, and supporting documents through credit assessment for accuracy and completeness.
- Collaborated with cross-functional teams to mitigate risk, ensure completeness of loan documentation, and compliance with funding timelines.
Financial Consultant Intern
Positive Score Management Services
Bangalore, India
09.2016 - 12.2016
- Analyzed CIBIL reports and reported those clients with low credit history profile to the senior financial consultant, monitoring their payment patterns, credit history and credit scores.
Education
PG Diploma - Business Management Honors
Humber College
Bachelors Of Commerce -
Christ University
Skills
- Problem solving
- Analytical skills
- Customer retention and sales
- Effective communication
- Technical (MS office-word, outlook, excel, pp)
- Decision making
Certification
- OTL
- Microsoft Excel
- Portfolio Management
- Lean Six-Sigma (Greenbelt)
Languages
- Hindi • Sindhi • Punjab • English
Select Achievements
- Top 12% Performer – TD Insurance (F22)
- 100% Compliance Award – TD Insurance
- Winner, LEI Competition
- Multiple recognitions for customer service excellence and quality performance
Timeline
Insurance Advisor
TD Insurance
05.2021 - Current
Tax Accountant Admin Intern
Metro Tax Solutions
09.2020 - 12.2020
Business Development Executive
Meena Fashions Inc
10.2017 - 07.2019
Analyst, Asset Finance Settlements, Auto Loans
ANZ Bank
12.2016 - 09.2017
Financial Consultant Intern
Positive Score Management Services
09.2016 - 12.2016
PG Diploma - Business Management Honors
Humber College
Bachelors Of Commerce -
Christ University