Summary
Overview
Work History
Education
Skills
Hobbies
Certification
Timeline
Generic
Rudraksh Goyal

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, ON
04.2025

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

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Rudraksh Goyal