Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Rushabh Shah

Hamilton,ON

Summary

Talented Branch Manager successful in managing highly effective teams with focus on account service and retention. Detail-oriented financial professional with two years of industry experience. Persuasive communicator with proactive approach to resolving account and customer service issues.

Overview

6
6
years of professional experience

Work History

Branch Manager

Cash 4 You
Hamilton, ON
05.2022 - Current
  • Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
  • Managed and inspired team members to perform to full potential, driving branch profitability.
  • Conducted regular performance reviews for all employees in the branch.
  • Monitored financial performance of the branch on a monthly basis.
  • Provided guidance and support to team members regarding problem resolution and customer service issues.
  • Resolved escalated customer complaints in a timely manner.
  • Increased efficiency and drove branch revenue by optimizing daily operations.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Developed strategies to increase customer satisfaction and loyalty.

Insurance Advisor

TD Insurance
08.2021 - 04.2022
  • Provided advice to clients on the most suitable insurance policies for their individual needs.
  • Conducted interviews with potential customers to assess their insurance needs.
  • Responded promptly to customer inquiries via phone, email, or online chat platforms.
  • Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.

Dispute Investigator Advisor II

Concentrix
04.2021 - 07.2021
  • Monitored and analyzed various information to evaluate, investigate, and determine required actions
  • Reviewed high-risk applications and transactions for potential fraud risk, taking appropriate action based on the review
  • Processed fraud/dispute cases while meeting internal service levels, policies, and procedures
  • Documented actions and information found throughout the investigation to maintain account/case files.

Customer Care and Sales Representative

Asurion
04.2020 - 03.2021
  • Developed and maintained relationships with existing clients to ensure customer satisfaction.
  • Created successful strategies to develop and expand customer sales.
  • Generated new sales leads through cold calling and networking activities.
  • Adhered to company initiatives and achieved established goals.

Tele Sales Representative

S&P Data
07.2018 - 02.2020
  • Demonstrated excellent customer service and sales skills, to build rapport and brand loyalty through continuous contact
  • Creating tickets, scheduling appointments with field technicians, and following up to ensure the resolution of customer issues
  • Performed customer negotiations to reach a fair conclusion for both business and customer.
  • Interacted with business users to analyze the process and gather the requirements, making necessary changes to schema objects to fulfill their reporting and business needs.

Education

Diploma in General Business - Business

Mohawk College of Applied Arts And Technology
Hamilton, ON
08.2019

Bachelor of Commerce - Accounting And Finance

Gujarat University
07.2017

Skills

  • Branch Operations Management
  • Excels in Team Leadership
  • Process Improvement
  • Relationship Building
  • Business Development
  • Operational Reports
  • Business Development Expertise
  • Excellent Time Management Skills
  • Operations Management
  • Financial Analysis and Planning

Additional Information

Pursuing CSE course.

Timeline

Branch Manager

Cash 4 You
05.2022 - Current

Insurance Advisor

TD Insurance
08.2021 - 04.2022

Dispute Investigator Advisor II

Concentrix
04.2021 - 07.2021

Customer Care and Sales Representative

Asurion
04.2020 - 03.2021

Tele Sales Representative

S&P Data
07.2018 - 02.2020

Diploma in General Business - Business

Mohawk College of Applied Arts And Technology

Bachelor of Commerce - Accounting And Finance

Gujarat University
Rushabh Shah