Sunil Patel
Insurance Advisor
Calgary,AB
Summary
Adept at fostering robust client relationships and excelling in financial advising, my tenure at World Financial Group (WFG) significantly enhanced client portfolio management through strategic investment advice and risk assessment. Demonstrating team leadership and sales expertise, I consistently surpassed goals, contributing to a 20% growth in client base. My approach blends dedication with a keen understanding of financial services, setting a benchmark for excellence in client satisfaction.
Overview
18
18
years of professional experience
1
1
Certification -LLQP
Work History
Financial Advisor
World Financial Group (WFG)
11.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Assisted clients with budgeting and cash flow management.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Bancassurance Specialist
KOTAK LIFE INSURANCE CO LTD
06.2021 - 06.2022
- Enhanced product knowledge by attending regular training sessions, staying updated on industry trends, and participating in webinars to ensure accurate information was provided to clients.
- Managed a diverse portfolio of clients from various backgrounds and industries, adapting sales approaches to suit their unique needs and preferences.
- Increased Bancassurance product sales by effectively identifying customer needs and presenting appropriate solutions.
- Built strong relationships with clients, resulting in repeat business and client referrals for new opportunities.
- Conducted comprehensive financial needs analysis for clients to recommend suitable insurance products based on their risk profile and financial goals.
- Met or exceeded monthly sales quotas consistently by implementing effective sales strategies and managing time efficiently.
- Designed presentations and marketing materials to promote insurance products.
- Met with customers to provide information about available products and policies.
- Educated clients on insurance policies and procedures.
- Researched and identified potential new markets.
- Collaborated with bank branch staff to identify cross-selling opportunities for insurance products within the existing customer base.
- Streamlined the application process for clients by simplifying paperwork requirements while still adhering to compliance guidelines.
- Conducted regular policy reviews with existing clients to identify gaps in coverage or opportunities for upselling additional products.
- Analyzed customer needs to provide customized insurance solutions.
- Generated leads through cold-calling, networking and other outreach methods.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Monitored customer feedback and identified areas of improvement.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Conducted research and identified market trends to develop better strategies for sales.
- Enhanced overall customer satisfaction levels by consistently delivering on promises and meeting expectations throughout the entire sales process.
- Developed a pipeline of potential customers through networking, prospecting, and cold calling efforts.
- Organized presentations at bank branches to promote Bancassurance products, educating both bank employees and customers on the benefits of these offerings.
- Participated in local community events to raise brand awareness for the bank''s Bancassurance offerings while also generating leads from prospective customers.
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Adaptable and proficient in learning new concepts quickly and efficiently.
Business Manager
TATA AIA LIFE INSURANCE CO LTD
06.2012 - 06.2021
- Recruiting business partner and support to build them for team and generate revenue
- Increased revenue growth by identifying new business opportunities and executing targeted marketing initiatives.
- Goal setting for Monthly income, launching team member and monthly contest
- Established clear metrics for success, monitoring progress regularly to ensure targets were met or exceeded.
- Interacted well with customers to build connections and nurture relationships.
- Increased overall team productivity by fostering a positive work environment and providing effective leadership.
- Review for Daily, Weekly and Monthly as per Commitment Vs Achievement
- Trained and guided team members to maintain high productivity and performance metrics.
- Communicated with customers and vendors positively with particular attention to problem resolution.
- Negotiated contracts with suppliers and vendors, securing favorable terms for the company while maintaining strong relationships.
- Recognize appreciation certificate for achieving month on month target
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
- Engaged clients to develop relationship and educate prospects of company's value propositions
- 6MDRT Produced in 2020-21
- 5MDRT Produced in 2019-20
- 2MDRT produced in 2018-19
- I got 4 promotion in my TATA AIA LIFE INSURANCE CAREER (ABAM-BAM-Sr.BAM-BM)
Sr. Business Development Manager
RELIANCE NIPPON LIFE INSURANCE CO LTD
05.2007 - 05.2012
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Developed strong relationships with key clients, leading to long-term partnerships and increased loyalty.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Collaborated with cross-functional teams to develop comprehensive proposals for prospective clients.
- Enhanced customer satisfaction by resolving issues promptly and implementing feedback-driven improvements.
- Managed a diverse team of sales professionals, providing coaching and guidance to optimize performance.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Prepared sales presentations for clients showing success and credibility of products.
- Worked well in a team setting, providing support and guidance.
- Skilled at working independently and collaboratively in a team environment.
Executive Sales Manager
AXIS BANK LTD
01.2009 - 01.2010
- Maximized profitability by capitalizing on revenue opportunities with well-coordinated sales program
- Self-motivated, with a strong sense of personal responsibility.
- Accessed untapped markets by leading regional expansion efforts, securing partnerships with local businesses to establish our presence in new territories swiftly.
- Projected sales and identified less profitable areas by closely monitoring operations
- Increased sales revenue by consistently meeting and exceeding sales targets through effective client relationship management.
- Established departmental KPIs to measure team performance, aligning individual goals with broader organizational objectives.
- Drove growth in key accounts, maintaining strong relationships with key decision-makers to upsell products and services.
- Conducted regular competitor analysis to stay informed on industry trends and identify potential threats or opportunities for business growth.
Education
Bachelor of Science - PHYSICS
North Gujarat University
03-2001
Skills
- Team Leadership
- Relationship Building
- Risk Management
- Problem Anticipation
- Problem Resolution
- Business Relationship Management
- Strategy Development
- Goal Setting
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
- Financial Advising
- Risk Assessment
- Stock market understanding
- Banking
- Retirement needs
- Insurance sales & Planning
- Financial Services
- Client Needs Assessment
- Honest and Dependable
Certification
LLQP
Languages
English
Full Professional
Hindi
Full Professional
Gujarati
Full Professional
Timeline
Financial Advisor
World Financial Group (WFG)
11.2023 - Current
Bancassurance Specialist
KOTAK LIFE INSURANCE CO LTD
06.2021 - 06.2022
Business Manager
TATA AIA LIFE INSURANCE CO LTD
06.2012 - 06.2021
Executive Sales Manager
AXIS BANK LTD
01.2009 - 01.2010
Sr. Business Development Manager
RELIANCE NIPPON LIFE INSURANCE CO LTD
05.2007 - 05.2012
Bachelor of Science - PHYSICS
North Gujarat University
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