Sadain Khan
Milton
Summary
Detail-oriented team player with strong organizational skills, capable of effectively managing multiple projects simultaneously while maintaining a high degree of accuracy. Committed to delivering tailored solutions that meet the insurance needs of producers/brokers' clients, striving to provide quality results. Skilled in establishing and nurturing customer relationships, consistently delivering exceptional service. Agile individual with excellent communication and client service skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Services Administrator
Computershare
02.2022 - Current
- Gather and compile data to produce reports monthly billing and quarterly reports to be sent to the Ontario Securities Commission (OSC)
- Organize the database for sensitive (dissident) meetings in order to tabulate shareholder votes and audit votes tabulated in the database against Broadridge voting reports from banks and brokerages
- Investigate and research issues and promptly respond to inquiries, escalate if required
- Work alongside the Operations Analyst and Business Analysts with special projects as required for clients
- Identifying, documenting and facilitating process improvement
- Excellent analytical skills with the ability to collect, organize, analyze, and deliver significant amounts of information with attention to detail and accuracy
Account Executive
SYSinfo Inc.
06.2019 - 02.2022
- Aggressively hunt and prospect for new IT business opportunities by making 20+ daily cold calls and following up on leads in order to ensure pipeline sufficiency
- Explain complicated IT cloud solutions to senior-level clients through effective demos conducted in-person, over the phone, and via Skype
- Drove net new revenue for IT services, leveraging deep product knowledge to deliver sales pitches to senior managers and C-level executives
Financial Telephone Representative
TD Canada Trust
10.2016 - 04.2018
- Consistently delivered exceptional customer experiences by creating a relationship of mutual trust and confidence which increased customer retention by 80%
- Provided professional advice to clients by understanding financial goals and needs and pairing it with the appropriate products and service to reach their goals
- Trained five new representatives on product knowledge, customer service techniques and company software increasing overall efficiency and time management
Education
BBA - Information And Communication Technology
Ryerson University
Toronto, None06-2021
Skills
- Delivering legendary customer service
- Excellent written and oral communication
- Policy analysis proficiency
- Data interpretation
- Analytical, detailed oriented focus
- Insurance policy product knowledge
- Focus on Underwriting guidelines
- Problem-solving aptitude
- Effective communication
- Organizational abilities
- Operational excellence
- Collaborative outlook
Languages
English
Full Professional
Urdu
Professional Working
Certification
- Registered Insurance Brokers of Ontario (RIBO), Insurance Institute of Ontario 11/2024, actively perusing further CIP levels
- Other then life (OTL), Insurance Institute of Ontario 11/2024
Timeline
Financial Services Administrator
Computershare
02.2022 - Current
Account Executive
SYSinfo Inc.
06.2019 - 02.2022
Financial Telephone Representative
TD Canada Trust
10.2016 - 04.2018
- Registered Insurance Brokers of Ontario (RIBO), Insurance Institute of Ontario 11/2024, actively perusing further CIP levels
- Other then life (OTL), Insurance Institute of Ontario 11/2024
BBA - Information And Communication Technology
Ryerson University
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