Summary
Overview
Work History
Education
Skills
Languages
Languages
Certification
Timeline
Generic

Simran Kaur

Toronto,Canada

Summary

Insurance Advisor with 5+ years of experience in customer retention and financial planning. Expertise in data analysis and sales strategies to develop innovative product solutions aligned with client goals. Proven ability to enhance client relationships through effective communication and conflict resolution. Strong work ethic and adaptability, with a track record of mastering new skills independently.

Overview

4
4
years of professional experience
1
1
Certification

Work History

ASSOCIATE CUSTOMER SUPPORT

Tech Mahindra
Toronto
09.2024 - 03.2025
  • Delivered tailored financial and service-based solutions to individual clients, maintaining a 90% satisfaction rate across services, including mobile, internet, and credit card offerings.
  • Successfully identified client needs through in-depth discovery conversations, leading to a 25% increase in Rogers Mastercard applications, and a 20% boost in bundled service uptake.
  • Cultivated and maintained long-term client relationships through proactive problem-solving, ongoing needs analysis, and personalized support—skills that translate directly to financial advisory.
  • Managed complex service inquiries, including escalated billing concerns and account modifications, ensuring seamless issue resolution and contributing to a 60% sales conversion rate per 100 interactions.
  • Demonstrated consultative selling techniques and client-centric planning, comparable to investment advisory practices.
  • While regularly exceeding sales targets and KPIs.
  • Educated clients on digital tools to improve financial autonomy and simplify service engagement, aligning with Rogers' communication commitment to modern, self-directed client solutions.
  • Collaborated cross-functionally to report service trends and contribute to continuous improvement in service and product.

SALES ASSOCIATE/ CONCESSIONS

Aramark Sports & Entertainment
Toronto
03.2023 - 07.2024
  • Delivered exceptional front-line service to a diverse clientele during high-volume events, ensuring smooth and personalized experiences that resulted in a 95% customer satisfaction rate.
  • Applied empathetic listening and problem-solving skills to resolve customer concerns, achieving a 30% reduction in complaints, mirroring the interpersonal strengths required in client wealth management.
  • Promoted efficient service tools and alternative payment solutions, enhancing client convenience; skills transferable to educating clients on digital banking and investment platforms.
  • Identified client preferences through informal needs assessments, and proactively upsold relevant offerings, increasing concession sales by 15%—reflecting a consultative approach akin to cross-selling financial services.
  • Collaborated in a fast-paced, team-driven environment to streamline workflows, boosting operational efficiency by 20%, and contributing to a seamless client journey.

INSURANCE AGENT

C-Soft
New Delhi, Delhi
10.2020 - 10.2021
  • Built and managed a growing portfolio of individual and business clients by conducting needs-based financial consultations, aligning product recommendations with clients' long-term life, and income protection goals.
  • Conducted outbound prospecting through calls, referrals, and networking events, leading to a 30% increase in qualified leads, and maintaining consistent month-over-month sales performance.
  • Fostered trust-based, multi-generational relationships by educating clients on insurance and savings options, echoing RBC's focus on building long-term wealth-planning relationships.
  • Created customized insurance and risk management solutions, helping clients navigate policies and investment-linked plans—skills directly transferable to portfolio and wealth management.
  • Worked closely with cross-functional teams, including underwriting and compliance, to ensure seamless onboarding and ongoing policy management, ensuring a high standard of service delivery.
  • Provided ongoing policy reviews and performance check-ins, positioning products within evolving client circumstances.

Education

DIPLOMA IN MARKETING MANAGEMENT - Marketing Management

Seneca College
Toronto
12.2022

BBA -

GGSPU
New Delhi, India
08-2020

Some College (No Degree) - Supply Chain Management

Seneca College
Toronto

Skills

  • Customer retention strategies
  • Sales and marketing strategy
  • Market analysis
  • Product development and innovation
  • Conflict resolution techniques
  • Financial planning and analysis
  • Data-driven decision making
  • Client engagement and relationship management
  • Upselling and cross-selling techniques
  • Empathetic communication skills
  • Service optimization strategies
  • Team collaboration and dynamics
  • Operational efficiency improvements
  • Customer experience enhancement

Languages

English (Highly proficient), Hindi (Native), Punjabi (Native)

Languages

English
Full Professional
Hindi
Native/ Bilingual
Punjabi
Native/ Bilingual

Certification

  • Preparing for Canadian Securities Course (CSC)

Timeline

ASSOCIATE CUSTOMER SUPPORT

Tech Mahindra
09.2024 - 03.2025

SALES ASSOCIATE/ CONCESSIONS

Aramark Sports & Entertainment
03.2023 - 07.2024

INSURANCE AGENT

C-Soft
10.2020 - 10.2021

DIPLOMA IN MARKETING MANAGEMENT - Marketing Management

Seneca College

BBA -

GGSPU

Some College (No Degree) - Supply Chain Management

Seneca College

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Simran Kaur