PURVI DESAI
Calgary,Canada
Summary
Professional with experience in customer service leadership, prepared for this role. Skilled in team collaboration, conflict resolution, and driving performance improvement. Strong focus on achieving results and adapting to changing needs. Known for reliability, communication skills, and fostering positive team environment.
Overview
17
17
years of professional experience
Work History
CUSTOMER SERVICE MANAGER
Induslnd Bank Ltd.
01.2018 - 09.2024
- Customer Service and Resolving Routine Queries
- Login Proposal Forms and issuance new Business
- Daily Welcome calling to New Customer and Generate New Business
- Generate New business from Up Sell/ Cross Sell Business
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Took ownership of customer issues and followed problems through to resolution.
- Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.
- Reduced customer complaints, proactively addressing issues and implementing effective solutions.
- Collaborated with upper management to improve customer service processes and support structures company-wide.
Senor Sales Manager
BAJAJALLIANZ LIFE INS.CO.LTD
09.2016 - 12.2017
- Recruit Insurance Consistent and Training
- Achieve Monthly and Yearly Goalsheet
- Increased overall sales revenue by implementing effective sales strategies and building strong client relationships.
- Collaborated closely with marketing teams to develop targeted campaigns that drove significant increases in qualified leads and overall sales performance.
- Mentored junior sales professionals in advanced selling techniques, resulting in accelerated career progression and enhanced contributions to overall team success.
- Exceeded annual sales targets consistently by maintaining a proactive approach to lead generation and pipeline management.
AUDIT MANAGER
MANOJ JAIN & ASSOCIATES
07.2009 - 08.2016
- Maintain Audit Data and Maintain Customer Daily Record
- Handling Customer Service, Filing returns and inventory
- Keep Record for Audit related assets and Maintain Offic Account
- Provided valuable insights to senior management on potential business risks identified during audits.
- Cultivated mutually beneficial relationships with clients and company financial officers to facilitate improved business operations.
CUSTOMER SERVICE REPRESNTETIVE
BAJAJALLIANZ LIFE INS.CO.LTD
09.2007 - 07.2009
- Cooperate with Customer service, Query and Solved complain
- Keep Record of Daily Business Collection
- Generate Business lead from Walk-in Customer and help to Generate Revenue for Branch
- Looking For Log-in of New Business proposal Forms/Renewal and policy issuance
- Handling the Quires in-house customers as well out door Customers
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Negotiated solutions with dissatisfied customers, turning potential negative reviews into positive testimonials.
Education
Bcom - Accounting
South Gujarat Uni
04.2003
HSEB -
Gandhinagar Board
03.2000
SSC -
GSEB
03.1998
Skills
- Multi-Task work
- Innovative
- Strong decision maker
- Service-focused
- Complex problem solver
- Customer service
- Problem-solving
Languages
English
Hindi
Gujarati
Hobbies and Interests
- Reading
- Travelling
- Music
- Movie
Personal Information
- Date of Birth: 03/29/83
- Marital Status: Married
Timeline
CUSTOMER SERVICE MANAGER
Induslnd Bank Ltd.
01.2018 - 09.2024
Senor Sales Manager
BAJAJALLIANZ LIFE INS.CO.LTD
09.2016 - 12.2017
AUDIT MANAGER
MANOJ JAIN & ASSOCIATES
07.2009 - 08.2016
CUSTOMER SERVICE REPRESNTETIVE
BAJAJALLIANZ LIFE INS.CO.LTD
09.2007 - 07.2009
HSEB -
Gandhinagar Board
SSC -
GSEB
Bcom - Accounting
South Gujarat Uni
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