Leena Barot
Windsor,NS
Summary
Experienced client-focused professional with a background in financial planning, insurance sales, and customer service. Skilled in client assessment, active listening, and conflict resolution to build trust, guide decisions, and deliver clear, warm support.
Overview
2027
2027
years of professional experience
Work History
Food Counter Attendant
Tim Hortons
Windsor, NS
09.2023 - Current
- Guided customer choices with effective visual cues, enhancing first impressions.
- Delivering consistent, high-quality customer service through friendly attitude, adaptable behavior, and solid product knowledge.
- Elevated customer interactions using S.E.T. principles: smile, eye contact, thank you.
- Ensure every customer receives a prompt and warm greeting.
- Addressed customer concerns with sincere apologies, improving service quality.
Life planner
TATA AIA life Insurance company Limited.
Anand, Gujarat, India.
2021 - Current
- Designed tailored financial and protection planning solutions covering life insurance, health insurance, wealth creation, and risk management to meet client needs.
- Educated clients on financial literacy and investment strategies, facilitating regular plan reviews to enhance their understanding and engagement.
- Conducted assessments to evaluate clients' financial situations and goals.: Meet prospective and existing clients in person or virtually to understand their life milestones, income risk tolerance and long-term goals.
- Sourced new clients for insurance and investment products through targeted outreach, pitching financial products and managing pre and post-sales services.
- Documentation and CRM maintenance: Handle policy application, claim follow-ups, keep client records digitally updated on company site.
Education
Bachelor of Arts - English
Tolani Arts & Science College
Adipur, Gujarat, India.04-2008
Skills
- Relationship management
- Customer service
- Financial planning
- Client assessment
- Conflict resolution
- Team player
- Cash handling
- Sales consultation
- Financial literacy
- Multitasking Abilities
- Flexible working hours
Timeline
Food Counter Attendant
Tim Hortons
09.2023 - Current
Life planner
TATA AIA life Insurance company Limited.
2021 - Current
Bachelor of Arts - English
Tolani Arts & Science College