Manmeet Parmar
| Business Development | RIBO Insurance Broker | Strategic Marketing | Operations | Wealth Management |
Toronto,Ontario
Summary
RIBO licensed sales and operations professional who is self driven, accountable, dependable, organized, detail-oriented and empathetic professional with an entrepreneurial mindset and leadership skills with several years of experience in business development, strategy, financial planning, and marketing.
My high learning agility has supported me throughout my professional journey and has allowed me to assume & pursue various roles successfully. I am looking to advance my professional journey by joining a thriving work environment, to work with & learn from industry leaders in an inclusive, driven and future focused organization.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
2
2
Certifications
3
3
Languages
Work History
SALES OPERATIONS SPECIALIST
Omnitrans
06.2023 - Current
- Leading and managing the process of insurance claims from beginning to end
- Responsible for tracking data in the system
- Act as the main point of contact with clients and assist them throughout the claim process daily, with occasional client visits
- Work with the Sales and Marketing teams to coordinate events such as trade shows and provide support in activities related to branding or scheduling team meetings
- Reduced cost of claims by 15% by recommending improvements to the claims process.
- Boosted sales efficiency by streamlining processes and implementing new strategies.
- Coordinated with marketing teams on lead generation efforts, resulting in increased quality leads for the sales department.
- Managed key account relationships, ensuring client satisfaction through prompt issue resolution and proactive communication.
- Provided ongoing training and support to sales team members, driving continuous improvement in performance metrics.
- Implemented CRM system upgrades, enhancing team productivity and customer relationship management capabilities.
- Supported the launch of new products by creating targeted collateral materials that resonated with prospective clients.
- Evaluated the effectiveness of promotional campaigns, recommending adjustments to maximize ROI.
- Assisted in managing trade show participation from planning stages through post-event follow-up activities.
- Optimized product pricing strategies based on market research and competitive analysis, increasing overall profitability.
- Educated staff on strategies for handling difficult customers and challenging situations.
- Trained newly hired sales team in upselling techniques.
SENIOR BUSINESS DEVELOPMENT OFFICER
United Parcel Service - UPS Capital Canada Insurance Brokers Limited
07.2019 - 04.2023
- Started with the company as a Business Development Associate in 2019 to work in the middle market, I was given various opportunities to grow as a sales professional and transition to an officer role to work on Enterprise accounts and high revenue generating accounts due to my expertise and knowledge of the industry
- Overachieved my sales targets year over year. Recognized several times as a top performer and high achiever.
- Utilized social media platforms strategically to build awareness about the company''s products/services among potential customers.
- Generated high-quality leads using data-driven analysis of target markets and competitors'' activities.
- Understood market drivers, dynamics, and competitive landscape through effective consolidation of insights from various business units such as Senior Management, Marketing, Business Software Solutions, Security, Underwriting, Logistics and Operations
- Involved in ongoing new process development and UAT testing sessions, providing constructive feedback on critical areas of improvement
- Developed a strong and credulous relationship between key clients and resolved their concerns effectively to maintain high growth
- Negotiated customized pricing agreements
- Helped curate and follow through on effective sales strategies for InsureShield Connect and Complete, a brand-new offering launched in November 2020, for existing and new clients using UPS and non-UPS as logistics partners for cargo insurance.
PROJECT COORDINATOR (SPECIAL ASSIGNMENT)
Fleming College
11.2018 - 04.2019
- I was one of the few selected candidates to take on a special assignment while completing my post-graduate diploma certificate program to assume the role of a Project Coordinator to help plan, organize and launch a mobile application
- My tasks included: Maintaining smooth flow of information amongst the Project Sponsor, Stakeholders, and the Technical Team
- Managing day-to-day procedures and keeping an update on weekly progress
- Weekly status reports
- Analyze & manage scope and various risks.
- Ensured prompt resolution of any conflicts or obstacles encountered during the course of a project''s execution phase, helping maintain smooth workflow across departments involved in its completion process.
- Identified potential risks and developed mitigation strategies to minimize disruptions to project timelines.
ASSISTANT INSTRUCTOR
KUMON LEARNING CENTRE
04.2017 - 04.2018
- Developed course test evaluation and graded semester test questions for 2 courses.
- Assisted students in developing critical thinking skills through problem-solving exercises and group projects.
- Promoted a positive learning atmosphere by modeling enthusiasm for subjects taught and encouraging students'' curiosity.
- Evaluated student progress regularly, adjusting lesson plans as needed to address individual needs and challenges.
- Provided personalized feedback on assignments, guiding students towards academic success.
Business Development Associate
FINEDGE ADVISORY PVT. LTD
07.2016 - 12.2017
- I was part of a team of financial planners wherein we optimized the use of technology to prepare comprehensive financial plans for our clients and assist them in making financial decisions towards the achievement of their long-term financial goals
- Conducted market research to stay up-to-date with markets (SENSEX, NSE)
- Presented a variety of financial products to new and existing clients with primary focus on mutual funds
- Conducted sales presentations and marketing campaigns to find the target audience
- Extensive use of Microsoft Excel for Financial Calculations (Current value, Future Value, Interest Rates, Rate of Return).
Education
POST GRADUATE DIPLOMA in PROJECT MANAGEMENT -
Fleming College
Peterborough, ON 05.2018 - 05.2019
POST GRADUATE DIPLOMA in INTERNATIONAL BUSINESS MANAGEMENT -
Fleming College
Peterborough, ON 01.2018 - 05.2018
BACHELOR OF ARTS - ECONOMICS AND MATHEMATICS -
UNIVERSITY OF DELHI
06.2014 - 05.2017
Skills
Insurance Broker
MS Office
Market Research
Data Analysis
Contract Negotiations
Project Management Tools
Basics of AI
Business Growth
SAP
Detail Oriented
Strategic Digital Marketing
Organized
UAT testing
Salesforce
Pricing strategy
CRM Management
Certification
Registered Insurance Broker of Ontario – RIBO Certified Insurance Broker
Accomplishments
- Chair for Women Leadership Development Program at UPS (Canada and Mexico)
- Awarded UPS World of Champion for being 307% effective to plan (Awarded to top 5% of the salesforce worldwide)
Timeline
SALES OPERATIONS SPECIALIST
Omnitrans
06.2023 - Current
SENIOR BUSINESS DEVELOPMENT OFFICER
United Parcel Service - UPS Capital Canada Insurance Brokers Limited
07.2019 - 04.2023
PROJECT COORDINATOR (SPECIAL ASSIGNMENT)
Fleming College
11.2018 - 04.2019
POST GRADUATE DIPLOMA in PROJECT MANAGEMENT -
Fleming College
05.2018 - 05.2019
POST GRADUATE DIPLOMA in INTERNATIONAL BUSINESS MANAGEMENT -
Fleming College
01.2018 - 05.2018
ASSISTANT INSTRUCTOR
KUMON LEARNING CENTRE
04.2017 - 04.2018
Business Development Associate
FINEDGE ADVISORY PVT. LTD
07.2016 - 12.2017
BACHELOR OF ARTS - ECONOMICS AND MATHEMATICS -
UNIVERSITY OF DELHI
06.2014 - 05.2017