DHAVAL PAREKH
Vaughan,ON
Summary
Goal-oriented individual with natural talents in developing and implementing successful strategies, driving profits, increasing market shares and strengthening customer dominance. Hardworking, performance-oriented leader offering proven expertise in project development, team supervision and campaign enhancement. Prepared to bring progressive experience and take on challenging position with opportunity to make lasting impact on company and customer success.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Services Representative-II
CIBC
09.2022 - Current
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Offered competitive Personal banking solutions and Investing options.
- Educated and worked with clients on ROI terms to find accurate solutions.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Identified customer financial service needs to prepare proposals and sell services.
- Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
- Documented customer interactions and relationships using CRM systems.
- Boosted financial service sales by using cross-selling techniques.
- Interviewing and identifying financing applicants by phone for personal loans,mortgages,mortgage refinancing, secured and unsecured lending products.
- Achieving and exceeding goals, Monthly and quarterly targets in each quarter.
- Completing credit applications.
- Maintained updated records of all financial transactions to support traceability.
- Conducted market research and analysis to identify investment opportunities.
- Advised clients on financial matters and recommended investments.
Contact Center Rep – II (Financial Sales Representative)
TD Canada Trust
03.2022 - 07.2022
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Leveraged sales expertise to promote products and capitalized on upsell opportunities.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Identify customer needs and determine solutions to customer problems.
- Promote full suite of products, advice, services and banking capabilities.
- Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations.
- May identify cross-sell opportunities and/or refer customers/partners to internal Bank partners
Manager/Facility Operations Manager
D&P MARKETING
02.2021 - 10.2021
- Accomplished multiple tasks within established timeframes.
- Onboarded new employees with training and new hire documentation.
- Cross-trained existing employees to maximize team agility and performance.
- Maximized performance by monitoring daily activities and mentoring team members.
- Recorded inventory sales into organization's weekly income report.
- Conducted monthly inventories of raw materials and components on work floor.
- Directed staff and managed annual capital budget.
- Controlled costs and optimized spending via restructuring of budgets for labor, capital assets, inventory purchasing and technology upgrades.
- Communication with clients and Companies to resolve product related queries.
- Packaging and Labeling of Products.
- Communicated clearly with employees, suppliers and stakeholders to keep everyone on same page and working toward established business goals.
- Controlled costs to keep business operating within budget and increase profits.
- Improved marketing to attract new customers and promote business.
- Managed and motivated employees to be productive and engaged in work.
- Utilized specialized software to capture and process data.
Business Development Manager
Destinee Visa World Pvt.Ltd.
08.2017 - 12.2019
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
- Researched and identified opportunities for account growth, account penetration and market expansion.
- Reached out to potential customers via telephone, email and in-person inquiries.
- Negotiated, prepared and signed contracts with clients.
- Performed research to uncover potential target areas, markets and industries.
- Coordinated innovative strategies to accomplish marketing objectives and boost long-term profitability.
- Generated new business with marketing initiatives and strategic plans.
- Created reports and presentations detailing business development activities.
- Collaborated with company departments to develop new strategies to capitalize on emerging customer and market trends.
- Devised effective marketing, sales and other promotional initiatives.
- Uncovered and qualified prospects and sales opportunities in targeted markets using external resources.
- Managing Key Customer Accounts and Designing Social Media Promotional Campaigns.
- Managing and training Team to achieve organizational goals and targets.
- Reached out to potential customers via telephone, email, and in-person inquiries.
- Prepared sales presentations for clients showing success and credibility of products.
- Created and managed social media campaigns to increase brand engagement.
Site Mechanical Engineer
Yash Engineering
07.2014 - 04.2015
- Recorded daily events and activities in site diary to evaluate process and improve productivity.
- Oversaw quality control and health and safety matters for construction teams.
- Checked technical designs and drawings for adherence to standards.
- Conducted project site visits to meet with project staff, evaluate progress and discuss operational issues.
- Provided technical guidance, peer review and mentorship to junior engineers engaged in building system designs.
- Overseeing Timely Installation of Machinery and equipments on Site.
- Attended project planning meetings to coordinate mechanical system designs with structural and architecture teams, mitigate design conflicts, and coordinate delivery timelines.
- Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
- Responded to requests for information on materials to inquiring parties.
Education
Post Graduate Certificate - Project Management
Fleming College
Peterborough, ON08.2020
MBA - Marketing Management
Sinhgad Institute of Management, Pune University
India2017
Bachelor of Science - Mechanical Engineering
C.K. Pithawala College of Engineering Technology
India2014
Skills
- Risk Management
- Microsoft Office
- Customer Relationship Management
- Marketing and Business Communications
- Leadership / Managerial
- Team Leadership
- Campaign Development
- Sales Leadership
- Financial Product Sales
- Sales Quota Achievement
- Team Collaboration
- Social Media Marketing
- Data Analysis
Accomplishments
- Achieved Quarterly Goals and received Purpose and Momentum Award for all the Quarters in 2023 through effectively helping Clients with accomplishing their Needs and goals.
- Published research paper in Asian Academic Research Associates International Journal on Renewal Energy.
Certification
- Digital Marketing Certification - Webclincher
Languages
English
Full Professional
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Timeline
Financial Services Representative-II
CIBC
09.2022 - Current
Contact Center Rep – II (Financial Sales Representative)
TD Canada Trust
03.2022 - 07.2022
Manager/Facility Operations Manager
D&P MARKETING
02.2021 - 10.2021
Business Development Manager
Destinee Visa World Pvt.Ltd.
08.2017 - 12.2019
Site Mechanical Engineer
Yash Engineering
07.2014 - 04.2015
Post Graduate Certificate - Project Management
Fleming College
MBA - Marketing Management
Sinhgad Institute of Management, Pune University
Bachelor of Science - Mechanical Engineering
C.K. Pithawala College of Engineering Technology
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