Summary
Overview
Work History
Education
Skills
Certification
Timeline
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KHUSHI PATEL

Ottawa

Summary

Professional with strong background in financial analysis, adept at leveraging analytical skills to drive business growth and financial stability. Expertise in data interpretation, financial modeling, and risk assessment, ensuring informed decision-making and strategic planning. Known for collaborative approach and adaptability, consistently meeting team objectives and organizational goals. Proficient in utilizing financial software and tools to streamline processes and enhance accuracy.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Sales Advisor

Costco Wholesale
01.2024 - Current
  • Drive sales by engaging with customers, understanding their needs, and recommending products that align with their preferences, increasing overall purchase value.
  • Consistently meet and exceed sales targets, contributing to revenue growth and customer retention.
  • Set up and organize merchandise; prepare vendor products according to written instructions.
  • Please adhere to all Food Safety handling and sanitation training and guidelines, participate, and follow all safety policies and practices.
  • Provided expert product knowledge to customers, leading to informed purchasing decisions and increased satisfaction levels.
  • Listened to customer details and offered matching solutions to meet a wide range of requirements.

Sales & Relationship Executive

Bajaj Allianz
01.2022 - 05.2023
  • Achieved and exceeded monthly sales targets by selling insurance policies (health, motor, life, etc.) to individual and corporate clients.
  • Worked in a fast-paced, target-driven environment, handling objections and negotiating effectively.
  • Cross-sold & up-sold additional financial products like investment-linked plans and savings schemes.
  • Enhanced client relationships by consistently providing exceptional service and promptly addressing concerns.
  • Achieved success in retaining key accounts through strategic relationship-building efforts and tailored financial solutions.

Education

Bachelor of Commerce - Advanced Accounting & Auditing

Veer Narmad South Gujarat University
Surat, Gujarat
04.2023

Some College (No Degree) - Financial Services

Algonquin College
Ottawa, ON

Skills

  • Technical: Microsoft Office (Word, Excel, PowerPoint), Microsoft Teams, SPSS Statistical Software, Financial Software (Voyant)
  • Professional: Financial Statement Preparation, Risk Assessment, Client Engagement, Collaboration in Engagement, Time Management in High-Pressure Settings
  • Languages: English (Fluent), Hindi (Fluent), Gujarati (Native)
  • Financial planning
  • Insurance solutions
  • Tax planning

Certification

  • Professional Education Program (FP Canada) - 2025
  • Advanced Financial Planning (CIFP) - 2024
  • Income Tax Planning (CIFP) - 2024
  • Insurance and Estate Planning (CIFP) - 2024
  • Financial Planning Fundamentals (CIFP) - 2024
  • SPSS Learning Software - 2023

Timeline

Sales Advisor

Costco Wholesale
01.2024 - Current

Sales & Relationship Executive

Bajaj Allianz
01.2022 - 05.2023

Bachelor of Commerce - Advanced Accounting & Auditing

Veer Narmad South Gujarat University

Some College (No Degree) - Financial Services

Algonquin College

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KHUSHI PATEL