Nehal Upadhyay
Whitby,Ontario
Summary
Skilled in handling transactions, maintaining accuracy in documentation, and supporting clients with day-to-day banking needs. Customer-focused and goal-driven professional with experience in client-facing roles and a passion for helping people make informed financial decisions. Adept at handling cash transactions, resolving inquiries, and building strong customer relationships. Proficient in MS Office, digital banking tools, and basic financial analysis.
Overview
6
6
years of professional experience
Work History
Insurance Agent
Optima Communications
06.2024 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
- Streamlined renewal process, making it easier for clients to update and maintain their policies.
- Met with customers to provide information about available products and policies.
- Analyzed customer needs to provide customized insurance solutions.
- Analyzed risk factors to recommend appropriate coverage levels.
Store Team Member
Tim Hortons
06.2022 - 10.2024
- Maintained general knowledge of departments to help customers quickly locate products and merchandise
- Interacted positively with team members and customers to promote commitment to organization's vision and values
- Organized and recovered shelves, put away returns and cleaned spills and messes to maintain high standards throughout the sales floor
- Communicated pleasantly and professionally when answering phones, two-way radio calls and making announcements over PA system
- Maintained guest-friendly environment to drive sales, repeat business and service
- Cleaned counter areas, floor and restrooms to meet safety and sanitation regulations
Support Executive
ASK EHS Engineering & Consultant
10.2021 - 04.2022
- Managed customer-facing FAQ and knowledgebase on media sources
- Captured customer feedback to communicate to superiors for ongoing improvement
- Coordinated priority of support work based on client and business needs
- Collaborated with quality assurance and R&D teams to facilitate support query resolution
- Maintained composure when faced with difficult customer situations
- Provided remote software services to correct reported issue
- Established and updated work schedules to account for changing staff levels and expected workloads
- Monitored employee and customer interactions to assess quality of service
- Facilitated smooth communication between sales executives and clients, ensuring timely responses to queries.
- Boosted sales performance by providing efficient administrative support to the sales team.
Financial Services Representative
ICICI Bank
05.2019 - 09.2021
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Maintained updated records of all financial transactions to support traceability.
- Built and established relationships with clientele to improve future business opportunities.
- Devised and implemented controls and procedures to promote financial accuracy.
- Advised clients on financial matters and recommended investments.
- Delivered guidance on financial regulations and requirements.
- Tracked budget forecasts and monitored budget performance.
- Developed financial strategies to optimize use of capital and resources.
- Developed and maintained database of financial records for clients.
Education
Associate of Applied Science - Project Management in Information Technology
Canadore College of Applied Arts And Technology
12-2023
Associate of Applied Science - Mobile Application Development
Canadore College of Applied Arts And Technology
12-2022
Skills
- Client assessment
- Relationship Building
- Risk Assessment & Management
- Loan Application Support
- MS Office / Google Workspace Proficiency
- Privacy & Confidentiality Protocols
- Goal-Oriented & Self-Motivated
- Database Management
- Active Listening
- Customer-Centric Mindset
- Time Management
- Problem Solving
- Detail-Oriented
- Insurance Needs Analysis
- Underwriting Knowledge
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Timeline
Insurance Agent
Optima Communications
06.2024 - Current
Store Team Member
Tim Hortons
06.2022 - 10.2024
Support Executive
ASK EHS Engineering & Consultant
10.2021 - 04.2022
Financial Services Representative
ICICI Bank
05.2019 - 09.2021
Associate of Applied Science - Mobile Application Development
Canadore College of Applied Arts And Technology
Associate of Applied Science - Project Management in Information Technology
Canadore College of Applied Arts And Technology
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