UMANG RACHH
London,ON
Summary
Hardworking professional aiming to utilize almost 2 years of experience in financial industry and 6 years of customer service experience to bring value to the team. Well-suited for position of Banking sector role with strong experience in Insurance and Customer Services . Committed to maintain professional relationship with clients to increase profitability and drive business results. Esteemed and proactive with excellent Marketing and Customer service skills. Highly effective at juggling multiple responsibilities at once and providing friendly service.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Customer Service Representative
Sitel
06.2022 - Current
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Consistently maintained an average call handling time of 8 minutes, meeting or exceeding company benchmarks for efficiency and customer satisfaction.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Successfully upsold additional products or services close to 30-40 products in month to customers during service interactions, contributing to revenue growth and customer loyalty
- Top sales employee every single month which made them promote me to Retention team being last person to retain customer
Retail Sales Supervisor
Husky Gas Station
08.2017 - 05.2023
- Liaised with customers, management and sales team to meet customer needs
- Reached out to customers after completed sales to suggest additional service or product purchases and inquire about needs or concerns Provided elevated customer experience to generate loyal clients which increased sales of store by 20%
- Managed 2 stores Including staff shift scheduling, ordering required items, doing back office work according to Husky Standards including monthly and weekly inspection and coordinating with owner for ongoing process
- Evaluated account and service histories to identify trends, using data to mitigate future issues
Life Insurance Advisor
Primerica
06.2020 - 10.2021
- Exceeded corporate quotas for monthly policy sales
- Promoted Primerica products and services using upselling and other sales strategies by promoting the auto-insurance first and cross selling 80% conversion rate with life insurance making best upselling strategy
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals because of which sold 40 Mutual funds
- Provided coverage option information to assist clients in protecting assets
- Utilized targeted marketing efforts to increase revenue, including email campaigns and cold calling.
Education
Business - Business Administration and Management
Fanshawe College
London, ON2019
Post Graduation - Insurance And Risk Management: Insurance And Risk Management
Fanshawe College
London, ON2018
Bachelor of Commerce - Accountancy, Taxation And Finance
Prahladrai Dalmia Lions College of Commerce & Economics
Mumbai, MH2014
Skills
- Microsoft Office (Excel, Power Point,Word) and Outlook
- Leadership and Team Player
- Expert in Finance, Accounting, Life Insurance and Customer Service
- Success Driven & Goal Oriented
- Business Development
- Financial Planning
- Proactive in customers needs with empathy, ethics and integrity
- Phone Etiquette
- Positive attitude, ambitious and Competitive
- Expert in Networking, prospecting and Closing
- Excellent communication skills whether in-person, by email, or on phone calls
- A deep love of technology and keeping a finger on the pulse of all things digital
Certification
Canadian Investment Fund Course(CIFC) In Progress
LLQP License can be obtained if required
Languages
English
Full Professional
Timeline
Customer Service Representative
Sitel
06.2022 - Current
Life Insurance Advisor
Primerica
06.2020 - 10.2021
Retail Sales Supervisor
Husky Gas Station
08.2017 - 05.2023
Business - Business Administration and Management
Fanshawe College
Post Graduation - Insurance And Risk Management: Insurance And Risk Management
Fanshawe College
Bachelor of Commerce - Accountancy, Taxation And Finance
Prahladrai Dalmia Lions College of Commerce & Economics
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