Work Preference
Summary
Overview
Work History
Education
Skills
LANGUAGES
Timeline
INTERESTS
Manager
Open To Work

Dharti Patel

London,Canada

Work Preference

Job Search Status

Open to work

Desired Job Title

ManagerAssistant Sales ManagerFinancial Sales RepresentativeManagerInsurance Coordinator

Work Type

Full Time

Location Preference

On-SiteHybrid
Location: London, Canada, CALondon, ON
Open to relocation: No

Salary Range

$65000/yr - $200000/yr

Important To Me

Career advancementWork-life balanceCompany CulturePaid sick leaveHealthcare benefitsPaid time offTeam Building / Company RetreatsPersonal development programs

Summary

Managerial professional with proven record of streamlining processes and leading high-performing teams. Known for strong analytical skills and commitment to achieving results. Teams rely on collaborative leadership and adaptability to changing needs.

Experienced with team leadership, strategic planning, and operational management. Utilizes effective communication and organizational skills to drive project success. Track record of fostering productive work environments and achieving set goals.

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

7
7
years of professional experience

Work History

Manager

Momentum Financial Services Group
05.2024 - Current
  • Developed training programs to enhance staff performance and operational efficiency.
  • Streamlined workflow processes, resulting in increased service speed during peak hours.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Controlled costs to keep business operating within budget and increase profits.
  • Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
  • Reduced operational costs through comprehensive process improvement initiatives and resource management.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.

Assistant Sales Manager

Momentum Financial Services Group
06.2023 - 04.2024
  • Auditing documents to ensure accuracy
  • Profit maximization to meet targets and goals
  • Providing high quality customer service
  • Ensuring company policies are met on every transaction
  • Developed and implemented sales strategies to enhance customer engagement and retention.
  • Trained and mentored new sales staff, fostering team collaboration and performance improvement.
  • Coordinated cross-functional communication between sales, marketing, and customer service teams for seamless execution.
  • Achieved sales targets consistently by driving daily sales activities and managing the sales pipeline effectively.

Financial Sales Representative

Money Mart Financial Services
03.2022 - 05.2023
  • Developed tailored financial solutions to meet diverse client needs and enhance customer satisfaction.
  • Analyzed market trends to identify opportunities for product growth and increased sales performance.
  • Implemented targeted marketing strategies that successfully expanded customer base and brand awareness.
  • Built strong relationships with clients through effective communication, leading to long-term loyalty and retention.
  • Consistently exceeded monthly sales quotas while maintaining strong adherence to ethical standards and compliance requirements.

Manager

KFC
10.2018 - 12.2021
  • Controlled costs and optimized spending via restructuring of budgets for labor, capital assets, inventory purchasing and technology upgrades
  • Performance evaluation and strategy building to ensure higher sales
  • Inventory management
  • Scheduling employees
  • Ensuring High customer satisfaction

Education

Business Management -

Humber College
Etobicoke, Ontario
12.2018

BBA - Finance

St. Paul's University
12.2016

Skills

  • Sales management
  • Business administration
  • Financial management
  • Lead generation
  • Coaching and mentoring
  • Recruiting and interviewing
  • Regulatory compliance
  • Effective communication
  • Problem-solving
  • Customer relationship management
  • Schedule management
  • Customer service

LANGUAGES

English - Native or Bilingual Proficiency
Native or Bilingual
Hindi - Full Professional Proficiency
Gujarati - Full Professional Proficiency
Punjabi - Full Professional Proficiency
Swahili
Full Professional

Timeline

Manager

Momentum Financial Services Group
05.2024 - Current

Assistant Sales Manager

Momentum Financial Services Group
06.2023 - 04.2024

Financial Sales Representative

Money Mart Financial Services
03.2022 - 05.2023

Manager

KFC
10.2018 - 12.2021

Business Management -

Humber College

BBA - Finance

St. Paul's University

INTERESTS

Financial markets, investment strategies, current economic trends, client relationship building, continuous professional development in insurance & financial services.

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Dharti Patel