Kavell Gopaul
Toronto
Summary
Dedicated and effective, LLQP licensed sales professional seeking a role that best serves my customer oriented disposition and ability to develop and maintain relationships with clients. With experience as a Financial Service Representative, Client Care specialist and Business Administrator along with education in business management, I have developed skills in fostering and nurturing client relations, client retention, achieving conversions time management. I have a proven track record of both achieving and exceeding quotas and targets, providing excellent customer service and performing in high pressure situations. Proficient in Microsoft Office Suite, Salesforce and database management, I am confident in my ability to deliver results, achieve conversions and add value to any organization.
Overview
6
6
years of professional experience
Work History
Financial Service Representative
Telus Health
04.2024 - Current
- Cultivated and nurtured client relationships through the provision of tailored financial advice and support with investment strategies.
- Consistently achieved and exceeded targeted quota (over $500k sales/month) .
- Analyzed and assessed client financial portfolios to identify opportunities for growth and risk management.
- Collaborated with team members to streamline processes and improve overall efficiency in client servicing.
- Managed a diverse portfolio of client accounts, ensuring timely and accurate execution of transactions and account maintenance.
- Collaborated with team members to identify potential opportunities for cross-selling financial products and services to enhance client relationships.
- Provided exceptional customer service by promptly addressing client inquiries, resolving issues, and offering proactive financial advice.
Client Care Specialist
Canada Life Assurance Ltd
08.2023 - 04.2024
- Provided exceptional customer service by promptly responding to client inquiries and resolving issues, resulting in a 95% customer satisfaction rate.
- Assisted in the development of new processes and documentation such as a department-wide SharePoint for information and callback documents to streamline processes.
- Collaborated with cross-functional teams to identify and implement process improvements, resulting in a 20% increase in efficiency and a reduction in customer wait times.
- Developed and maintained strong relationships with key clients, ensuring their needs were met and delivering personalized solutions to enhance their experience.
- Conducted thorough client needs assessments to identify opportunities for upselling and cross-selling of additional riders.
- Prepared quote illustration packages to send to clients to assist them with converting and upgrading their packages.
Inventory and Supply Chain Coordinator
RESCOTT Ltd
01.2022 - 12.2022
- Managed inventory levels and implemented efficient supply chain processes resulting in a 20% reduction in stockouts and a 15% decrease in carrying costs.
- Coordinated with suppliers to negotiate favorable pricing terms and implemented vendor management strategies, resulting in a 10% reduction in procurement costs.
- Oversaw the implementation of a new inventory management system, resulting in a 30% improvement in order accuracy and a 25% decrease in processing time.
- Conducted regular inventory audits and implemented corrective actions to ensure compliance with regulatory standards, resulting in 100% compliance and zero audit findings.
Business Administrator
Cable and Wireless Ltd
07.2019 - 12.2021
- Achieved a call handle ratio of 97% while handling 500+ calls per month.
- Ensured that customer complaints and billing issues were resolved within 48 hours contributing to the strategic goal of an NPS increase of 0.1 per quarter
- Ensured all sales contract were SOX compliance reducing company exposure to contract malpractice by 90%
- Maintained the highest level of customer satisfaction while simultaneously ensuring that customers were aware of company policies.
- Coordinated and led cross-functional teams to successfully implement cost-saving measures resulting in a 15% reduction in operating expenses.
- Analyzed and streamlined administrative processes resulting in a 30% increase in efficiency and a reduction in errors by 50%
Education
Life License Qualification Program - undefined
LLQP IFSE
Toronto, Canada01.2024
ABE level 5 Diploma - Business Management
ABE-SBCS
Trinity, Trinidad and Tobago09.2023
International Diploma - Supply Chain Management
ITC-Arthur Lok Jack GSB
Mt. Hope, Trinidad and Tobago08.2022
Skills
- Client Relationship Management
- Customer Service Excellence
- Call Centre Experience
- Client Relationship Development/Acquisition
- Conflict Resolution
- Client Retention
- Process Optimization
- De-escalation
- Portfolio Analysis
- Administration
- Microsoft Office Suite Professional
- Quote Creation Professional
- Time Management Professional
Languages
English
Native or Bilingual
Timeline
Financial Service Representative
Telus Health
04.2024 - Current
Client Care Specialist
Canada Life Assurance Ltd
08.2023 - 04.2024
Inventory and Supply Chain Coordinator
RESCOTT Ltd
01.2022 - 12.2022
Business Administrator
Cable and Wireless Ltd
07.2019 - 12.2021
Life License Qualification Program - undefined
LLQP IFSE
ABE level 5 Diploma - Business Management
ABE-SBCS
International Diploma - Supply Chain Management
ITC-Arthur Lok Jack GSB