Gigi Aggarwal
Grand Bend,Canada
Summary
Hello! My name is Gitanjali, pronounced [git-tan-ja-lee]. You are welcome to call me Gigi.
I come from a family with immigrant parents, and looking back at that experience, I had three main takeaways. I learned adaptability, work ethic, and being sure of the unknown. I am a passionate individual who gives my all into what I am doing. I thrive in environments that challenge me to do better and grow, and I take pride in that. With a educational background in theatre and law, I enjoy the stage, but at the same time I am good at sitting and paying attention to the small details that can save a case. I take any bit of knowledge I have and try to create an experience with it. I bring confidence, team effort, a presence, cultural communication and adaptability to the table.
Overview
9
9
years of professional experience
Work History
Business Development Manager
PARO Centre For Women's Enterprise
09.2022 - Current
- Working remotely
- Skilled at working independently and collaboratively in a team environment.
- Assist clients on their business journey through, coaching, grant/loan applications, education etc
- Review business plans and cash flows, help develop them into viable business plan
- Travel, and meet clients, and partners in person to further educate/ assist them
- Proficient in Google Meets/Zoom, and various computer programs
- Organize conferences and events in Ontario. Plan company Gala, reach out to sponsors, judges and nominees
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
- Achieved KPI goals and service targets by cultivating and securing new customer relationships.
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
- Kept meticulous client notes and updated account information in company databases
Operations Manager
Roro's Restaurants and Banquet Halls Ltd
10.2017 - 06.2022
- Managing the day to day operations of two restaurants, one being a bar and grill -
- Bookkeeping of the businesses, this included managing and filing the invoices, not limited to any additional bills or receipts, preparing for HST and end of year taxes using Quickbooks - prepared projections of year to year sales, and breakdown of profit vs loss, distribution of income, cost analysis etc
- Main point of contact for any vendors, employees, clients, customers, and opportunities - Managed catering and festival inquires and delegating appropriate staff, supply for the event.
- Developed systems and procedures to improve operational quality and team efficiency.
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Developed process to analyze customer feedback to incorporate insights into product development strategies.
- Taught consultative selling techniques to new and existing staff members to build expertise.
- Scheduled and implemented product promotions in accordance with available inventory and staff resources.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Financial Advisor
Carte Wealth Management
02.2015 - 06.2020
- Started off in 2015 learning, training, shadowing and received mentorship from the company owner to gain credentials, knowledge, and experience to become a strong, well versed, and respected Financial Advisor
- As a Financial Advisor, started a investment portfolio with $10,000 and grew it to a book of business worth $5 Million
- Helped clients with financial planning, estate planning, individual interests, such as but not limited to disability insurance, life insurance, RRSP, RESP, TFSA
- Preparing projections for clients that showed them what their finances would like in 5, 10, 25 years
- Planning for deaths in the family or inheritance and proper planning on managing future tax implications
- Worked one on one with clients on creating budgeting plans catered the families needs and incomes, and helping them meet their financial goals
- Organized free events for client/ potential clients to provide them education and resources in learning about different aspects of finance
- These events would be organized by partnering up with investment or insurance companies and using their funds to host the event
- Events would require a space to host, an attendance of 10-20 people, monthly emails, food, presentation, and 1-1.5 hours worth of material.
Education
Bachelor of Arts - Criminal And Social Justice
Carleton University
Ottawa, ON05.2011
High School Diploma -
Mayfield Secondary School
Caledon, ON06.2007
Skills
- Business Consulting
- Trauma Informed Training
- Plan and carry-out Projects
- Managing Files and Records
- Client Support
- Workflow Processes
- Risk Assessment
- Investigate Investment Opportunities
- Emotional Intelligence
- Cross Cultural Communication
- Staff Management
- New Business Development
- Client Relationship-Building
- Strategic Business Planning
Timeline
Business Development Manager
PARO Centre For Women's Enterprise
09.2022 - Current
Operations Manager
Roro's Restaurants and Banquet Halls Ltd
10.2017 - 06.2022
Financial Advisor
Carte Wealth Management
02.2015 - 06.2020
Bachelor of Arts - Criminal And Social Justice
Carleton University
High School Diploma -
Mayfield Secondary School
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