HETAL SOLANKI
Toronto , ON,Canada
Summary
Client-focused and detail-oriented financial services professional with 3+ years of experience in advising customers, handling service transactions, and delivering tailored financial solutions. Skilled in identifying customer needs, resolving inquiries, educating on digital banking tools, and supporting frontline operations. Known for building lasting relationships, meeting sales goals, and maintaining compliance. Currently Post-Graduate Certificate in Global Business Management.
Overview
4
4
years of professional experience
Work History
Customer Service Representative
Toronto Blue Jays
03.2024 - Current
- Delivered high-quality service to guests, managing entry transactions and ensuring a secure, positive environment.
- Educated visitors on safety protocols and digital ticketing systems to enhance experience.
- Exercised good judgment in handling guest issues while collaborating with team members to maintain smooth operations.
Senior Sales Manager (Financial Advisor)
Bajaj Allianz Life Insurance
01.2021 - 08.2023
- Advised clients on personalized insurance and investment solutions, achieving consistent sales targets.
- Managed end-to-end service including account setup, needs analysis, and claims resolution.
- Referred clients to appropriate internal departments and ensured all documentation adhered to compliance standards.
- Promoted digital solutions for policy servicing, increasing client adoption of online platforms.
- Conducted risk assessments and financial reviews to recommend optimal protection plans.
Education
Post Diploma Certificate - Global Business Management
Fleming College
Toronto , ON12-2023
Bachelors in Management Studies - Business Management
Mumbai University
Mumbai , India 10-2019
Skills
Customer Service & Financial Advice
Cash & Non-Cash Transactions
Digital Banking Education (ATM, Mobile, Online)
Relationship Building & Client Referrals
Conflict Resolution & Problem Solving
Compliance & Confidentiality Standards
Banking Products & Insurance Solutions
MS Office (Word, Excel, Outlook) & CRM Tools
Team Support & Process Improvement
Timeline
Customer Service Representative
Toronto Blue Jays
03.2024 - Current
Senior Sales Manager (Financial Advisor)
Bajaj Allianz Life Insurance
01.2021 - 08.2023
Post Diploma Certificate - Global Business Management
Fleming College
Bachelors in Management Studies - Business Management
Mumbai University
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