RITESH PATIL
Toronto,ON
Summary
Resourceful and self-motivated professional with highly developed interpersonal skills, as well as excellent oral and written communication abilities. Known for demonstrating initiative and excellent critical thinking to tackle any issue, earning appreciation from colleagues and managers alike. Thrives in dynamic, fast-paced environments that present continuous challenges and learning opportunities. Highly organized with a strong aptitude for multitasking and prioritizing tasks. Confident Insurance Advisor with a strong work ethic and excellent business sense. Experienced Financial Services Consultant with proven leadership skills in building vibrant businesses by developing new prospects and accounts, as well as managing customer relationships to achieve sales goals. Dedication lies in generating customer goodwill and loyalty by developing key relationships with decision-makers. Leverages extensive network of customer contacts to increase understanding of customer needs and employ effective business growth strategies.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Insurance Advisor
TD Insurance
10.2023 - Current
- In the Insurance Advisor role, I provide support and service to new and existing TDI customers for their home and auto insurance needs
- I deliver a customer centric approach, contributing to our legendary service
- Additionally, I am
- Conduct in-depth discovery of client assets, financial goals, risk tolerance and create a comprehensive Insurance Plan with tailored HNW strategies
- Identify referral opportunities and work with TD partners to franchise each new client
- Work collaboratively with various TD partners including Product, Pricing, Underwriting, Claims, HNW inspectors
- Retain and service your own book of business
- Establish and maintain a solid network with TD Wealth to build a pipeline of prospects and focus on opportunities to franchise each client
- Maintain up-to-date knowledge and understanding of TDI policies and procedures, industry trends and protect the interests and reputation of TDI and its clients by continuous compliance to them
- Participate in the local community and support TDI charity and community initiatives
- Participate fully as a member of the team and support a positive work environment that promotes the business’ vision and legendary client experience.
Insurance Advisor
TD Insurance
07.2021 - 10.2023
- In the Insurance Advisor role, I provide support and service to new and existing TDI customers for their home and auto insurance needs
- I deliver a customer centric approach, contributing to our legendary service
- Additionally, I am Responsible for achieving goals related to insurance advice and solutions
- Ensure quality and productivity objectives are met
- Execute with speed and impact by always completing calls backs, submissions in a timely manner
- Act like an owner by only taking risks within TDI's risk appetite
- Think like a customer LEI score of 70.00 Going above and beyond the customer initial needs
- Actively participating in developing colleagues by providing solutions at difficult times
- Innovating and suggesting ideas with the purpose of providing legendary customer experience to our customers
- Promote variety of products at every opportunity
- Promote client loyalty through attention to detail and relationship-building
- Remain current on all company procedures.
Debt Counsellor
Total Credit Recovery Limited
01.2020 - 07.2021
- Contact with consumers via telephone to arrange payments for past due accounts
- Assist clients by proposing solutions to address financial objectives such as, debt management
- Research and evaluate consumer’s financial status, credit, and ability to repay the loan
- Follow regulations and guidelines as per provincial, federal legislation, and client specific derivatives
- Professionally and respectfully negotiate with consumer and explore money sources to determine best possible arrangement
- Request statements on delinquent accounts and forward irreconcilable accounts for legal action
- Review and update credit and loan files
- Other duties as assigned.
Education
Post-Graduation Diploma in Financial Planning and Wealth Management -
Lambton College
Toronto, ON12.2019
Bachelor of Commerce -
Birla College
12.2017
Skills
- All Star 2022
- Great Award Winner
- Above and Beyond Award winner
- Completed Other Than Life (OTL), working towards attaining CIP designation
- Completed C130 From Insurance Institute of Canada
- LEI SME
- Perfect Compliance YTD
- In Top 3 for LEI in TDI
- Employee of the month nominee for the month of July, August, October 2023
- Top 12% performer in the list of Ontario for the month of December
- Top sales performer for the month of March in our section
- Recognized by Team Manager and Group manager for providing Legendary service to customers
- Dedicated and motivated to get the assigned task done effectively and efficiently, with excellent analytical and problem-solving skills
- Top Debt counsellor for straight 10 months in Total Credit Recovery
- Employee of the year 2020 in Total Credit Recovery
- Strong analytical skills
Languages
English
Full Professional
Hindi
Native or Bilingual
Marathi
Native or Bilingual
Gujarati
Native or Bilingual
Certification
- Certified Professional Insurance C130, Insurance Institute of Canada - May 2024-June 2024
- Other Than Life License , Insurance Institute of Canada - Jul 2021- Sep 2021
- Investment Funds in Canada, Canadian Securities Institute - Dec 2019
Timeline
Senior Insurance Advisor
TD Insurance
10.2023 - Current
Insurance Advisor
TD Insurance
07.2021 - 10.2023
Debt Counsellor
Total Credit Recovery Limited
01.2020 - 07.2021
Post-Graduation Diploma in Financial Planning and Wealth Management -
Lambton College
Bachelor of Commerce -
Birla College
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