RIYA PATEL
Grande Prairie,AB
Summary
Master of Commerce graduate with expertise in banking and insurance. Possessing over one year of experience in the insurance industry, I am skilled in analyzing and interpreting unique problems with logical thinking and experience. Adept in client services, relationship building, and conflict resolution. Demonstrated ability to enhance organizational growth through effective decision-making, teamwork, and time management.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Sales Representative
Dairy Queen
Grande Prairie, Alberta
07.2023 - Current
- Provided excellent customer service by addressing inquiries, and offering personalized recommendations.
- Handled cash, credit, and debit transactions with precision and adherence to financial protocols.
Cashier
Canadian superstore
Grande Prairie, Alberta
01.2023 - 06.2023
- Assisted customers in processing payments via cash, credit, and debit.
- Work collaboratively with team members to ensure a fast and efficient checkout experience.
- Mathematical and numerical accuracy at the cashier counter.
Motor Insurance Sales Specialist
Ashirwad Insurance and Financial Services
, Gujarat, India
09.2021 - 10.2022
- Assessed individual risk profiles for motor insurance clients, customizing policies accordingly.
- Educated clients on insurance policies, risk minimization, and secure coverage options.
- Promoted safe driving practices, and guided customers to optimize insurance benefits.
Credit Card Sales Representative
SBI
Gujarat, India
06.2020 - 08.2021
- Promoted and sold credit cards to potential customers, ensuring strong communication and understanding of their needs, while offering suitable solutions.
- Engaged with clients face-to-face or over the phone to explain the benefits, features, and terms of various credit cards.
- Assisted customers with the application process, ensuring all required documents were collected and submitted properly.
- Collaborated with team members to meet and exceed sales targets, and built and maintained strong customer relationships.
Education
Master of Commerce - Banking and Insurance
M.S University
01.2020
Bachelor of Commerce - Accounting
M.S University
01.2017
Skills
- Decision making
- Time management
- Client Relationship Management
- Conflict resolution
- Positive attitude
- Teamwork
- Organizational Growth
- Customer service
- Sales strategy
Certification
- Canadian Investment Funds Course (CIFC) - English
- Certification in Banking Management
- Investment Funds Institute of Canada (IFIC) Program
AVAILABILITY
Full-Time: Monday – Saturday
Languages
English
Full Professional
Gujarati
Native/ Bilingual
Hindi
Native/ Bilingual
References
References available upon request.
Timeline
Sales Representative
Dairy Queen
07.2023 - Current
Cashier
Canadian superstore
01.2023 - 06.2023
Motor Insurance Sales Specialist
Ashirwad Insurance and Financial Services
09.2021 - 10.2022
Credit Card Sales Representative
SBI
06.2020 - 08.2021
Master of Commerce - Banking and Insurance
M.S University
Bachelor of Commerce - Accounting
M.S University
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