CHIRAG LAKHI BHATIA
Mumbai
Summary
Experienced in managing diverse real estate portfolios with a focus on ensuring client satisfaction and driving market growth. Utilizes strong negotiation techniques and conducts in-depth market analysis to facilitate successful transactions. Demonstrates a track record of effectively collaborating with teams and consistently achieving results in dynamic environments.
Overview
9
9
years of professional experience
Work History
Intern
World Financial Group Insurance Agency of Canada
02.2025 - Current
- Assisted clients with insurance policy and investment inquiries, ensuring clear communication and support
- Supported client onboarding by providing policy details and maintaining accurate documentation
- Prepared and managed insurance policy documents while ensuring compliance
- Assisted in market research and client outreach initiatives to support business growth
Co-Founder
House Flippers
06.2019 - 03.2023
- Innovated and orchestrated a cutting-edge client matching strategy, achieving a 50% boost in efficiency and propelling a significant twofold increase in revenue
- Cultivated long-term client relationships, resulting in a 60% increase in repeat business through personalized service
- Utilized data visualization tools to track social media performance metrics, enhancing Instagram-based marketing efforts and driving client engagement
Precious Metal Trader
L. Jairamdas & Co.
04.2022 - 01.2023
- Executed high-value bullion transactions with 85% accuracy, reducing wait times by 25% and significantly boosting transaction efficiency
- Streamlined financial data reconciliation, reducing cash handling discrepancies by 30%, thus safeguarding financial integrity
- Designed data visualization dashboards to monitor resale trends, pioneering the resale of Italian jewelry and fostering key retailer relationships, which enhanced business connections
- Managed bookkeeping and account reconciliation, ensuring accurate financial records and compliance with transaction reporting standards
Real Estate Consultant
L. Jairamdas & Co.
04.2016 - 06.2018
- Analyzed investor data to identify patterns, attracting 15 new investors and growing the client base by 25%
- Performed data cleaning and trend analysis to maximize investor returns by 25% through secure and profitable financing projects
- Identified and capitalized on lucrative investment opportunities, leading to a 30% increase in client portfolio value through detailed market analysis
Education
Financial Planning -
Humber College
04.2025
Business Management -
Conestoga College
12.2023
Master of Commerce (M. Com) - Business Management
H.R. College of Commerce & Economics
01.2020
Bachelor’s Degree - Banking and Insurance
Smt. M.M.K. College of Commerce & Economics
04.2018
Skills
- Investment strategies
- Market research
- Real estate financing
- Strong organizational skills
- Excellent teamwork
- Client-oriented
- Real estate ethics
- Residential real estate
- Property management
Timeline
Intern
World Financial Group Insurance Agency of Canada
02.2025 - Current
Precious Metal Trader
L. Jairamdas & Co.
04.2022 - 01.2023
Co-Founder
House Flippers
06.2019 - 03.2023
Real Estate Consultant
L. Jairamdas & Co.
04.2016 - 06.2018
Business Management -
Conestoga College
Master of Commerce (M. Com) - Business Management
H.R. College of Commerce & Economics
Bachelor’s Degree - Banking and Insurance
Smt. M.M.K. College of Commerce & Economics
Financial Planning -
Humber College
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