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