Rudraksh Goyal
Summary
- Results-driven insurance and financial services professional with expertise in client advisory, policy sales, and financial analysis.
- Skilled in risk assessment, digital marketing, and strategic planning with a track record of improving client satisfaction and operational efficiency.
- Adept in financial reporting, on-boarding optimization, and customer retention through analytical thinking and personalized consultations.
- Strong interpersonal and communication skills, demonstrated through success in cross-functional roles within insurance, retail, and volunteer sectors.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Analyst - Intern
easyfinancial
05.2024 - 08.2024
- Prepared financial statements and reports, providing timely and meaningful analysis of financial data.
- Presented key financial insights to senior management to support strategic decision-making.
Cashier
Dollarama Canada
10.2022 - 01.2023
- Assisted in store organization, inventory management, and restocking.
- Resolved customer inquiries and complaints professionally, ensuring a positive shopping experience.
Cashier / Customer Service Representative
Walmart Canada
06.2022 - 09.2022
- Processed transactions efficiently and maintained high customer satisfaction through prompt service.
- Successfully promoted and sold 27 Walmart Mastercards, showcasing sales ability and persuasion skills.
Event Staff Volunteer
Niagara 2022 Canada Summer Games
07.2022 - 08.2022
- Assisted with event coordination, including athlete introductions, sponsorship logistics, and ceremonies.
- Served as PA Announcer, relaying real-time updates and information to athletes and attendees.
Insurance Agent
Aditya Birla Sun Life Insurance Company Ltd
03.2021 - 04.2022
- Streamlined customer on-boarding and policy renewal processes to boost efficiency and retention.
- Conducted market research to support the introduction of new insurance products and services.
Elite Insurance Manager
Max Life Insurance Company Ltd
06.2021 - 03.2022
- Advised clients on suitable life insurance policies based on financial goals and risk profiles.
- Built and maintained strong client relationships, increasing customer satisfaction and policy renewals.
Education
BBA - General Management
Brock University - Goodman School of Business
Thorold, ON04.2025
Skills
- MDRT Member
- TOT & COT
- Digital Marketing
- Simternship
- Digital Marketing Certification
- Microsoft Access 2019
- Digital Marketing: Hands-on experience SEO
- Risk Management & Insurance
- Advanced Microsoft Excel
- Quantitative Data Analysis
Hobbies
- Financial Market Research - Staying updated on investment trends, stock markets, and insurance industry developments.
- Digital Marketing & SEO - Exploring online marketing strategies, branding, and social media engagement.
- Data Analysis & Excel Modeling - Enhancing analytical skills through data-driven projects.
- Travel & Cultural Exploration - Understanding global markets and networking opportunities.
Certification
- Ontario License (Other than Life), Insurance Institute of Canada (IIC), 03/01/25, 03/31/27
- Investment Funds in Canada (IFC), Canadian Securities Institute (CSC), 03/01/25, 03/31/28
- Digital Marketing Certification, Stukent, 02/01/25, 02/28/27
- Smart Serve Ontario Certification, Alcohol and Gaming Commission of Ontario (AGCO), 01/01/25, 01/31/30
- IC38 - Certificate Exam of Insurance Agents (Life Insurance), Insurance Institute of India, 09/01/21, 09/30/31
Timeline
Financial Analyst - Intern
easyfinancial
05.2024 - 08.2024
Cashier
Dollarama Canada
10.2022 - 01.2023
Event Staff Volunteer
Niagara 2022 Canada Summer Games
07.2022 - 08.2022
Cashier / Customer Service Representative
Walmart Canada
06.2022 - 09.2022
Elite Insurance Manager
Max Life Insurance Company Ltd
06.2021 - 03.2022
Insurance Agent
Aditya Birla Sun Life Insurance Company Ltd
03.2021 - 04.2022
BBA - General Management
Brock University - Goodman School of Business
Similar Profiles
Paulo FerreiraPaulo Ferreira
Branch Manager at easyfinancialBranch Manager at easyfinancial
Zachary CarlsonZachary Carlson
Collections/Sales Specialist Representative at EasyFinancialCollections/Sales Specialist Representative at EasyFinancial
Briana L'HeureuxBriana L'Heureux
Financial Service Representative at EasyfinancialFinancial Service Representative at Easyfinancial
Jazmyn LyricJazmyn Lyric
Financial Analyst Intern at Lyricalventures,LLCFinancial Analyst Intern at Lyricalventures,LLC
Matthew Rivera DiazMatthew Rivera Diaz
Financial Analyst Intern at Summit FinancialFinancial Analyst Intern at Summit Financial