Patel Dhruvil
Scarborough,Ontario
Summary
Dynamic investment banking professional with a proven track record at Felix Advisory, excelling in complex problem-solving and customer engagement. Successfully enhanced team productivity and consistently exceeded sales targets through strategic selling techniques and strong relationship-building skills. Adept at analyzing industry trends and preparing insightful reports to drive informed decision-making.
Motivated sales professional offering progressive sales and marketing experience. Results-oriented and energetic with unsurpassed interpersonal and communication strengths. Productive, hardworking and known for consistent performance against target sales goals and customer service expectations.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Associate in Investment Banking
Felix Advisory
08.2022 - 06.2023
- Developed and implemented strategies to increase customer satisfaction and engagement.
- Established strong relationships with key stakeholders, facilitating effective communication across departments and teams.
- Enhanced team productivity by streamlining communication and implementing efficient project management tools.
- Analyzed customer data to identify trends and anticipate customer needs.
- Exceeded sales targets consistently by employing strategic selling techniques and building long-lasting relationships with clients.
Education
Insurance Management
Centennial College of Applied Arts And Technology
Scarborough04-2025
Skills
- Time management
- Complex Problem-solving
- Task prioritization
- Problem-solving
- Computer skills
- Attention to detail
- Customer service
- Leadership qualities
- Preparing reports
- Customer interaction
- Sales expertise
- Industry trends
Accomplishments
- Supervised team of Felix Advisory staff members.
Languages
English
Professional Working
Hindi
Full Professional
Gujarati
Native or Bilingual
Certification
- Claims Training - Northbridge Insurance , Federated Insurance
Timeline
Associate in Investment Banking
Felix Advisory
08.2022 - 06.2023
Insurance Management
Centennial College of Applied Arts And Technology
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