MBA - Masters in Business Administration
University Canada West
Vancouver, BC 07.2021 - 09.2023
Venessa W. D'souza
Finance Professional
Burnaby,BC
Summary
As a meticulous resource with distinguished experience in various industry verticals, I bring a wealth of expertise to the analysis & consulting sector. I excel in increasing productivity and customer satisfaction while driving revenue and sales projections. My commitment to streamlining procedures and optimizing employee talent ensures efficient operations within compliance regulations. As a detail-oriented team player, I prioritize accuracy in handling insurance policies, risk assessment, and claims processing. My collaborative approach fosters strong client relationships, enabling successful cross-selling and upselling of insurance products. With a background in business development spanning over seven years, I possess the necessary skills in documentation accuracy, regulatory knowledge, and professional ethics to deliver tailored client service and responsibly drive business growth.
Certification
Canadian Investment Funds Course (CIFC)
Education
Bachelor’s - Management Studies
St. Andrews College, Mumbai University
Mumbai, India 07.2016 - 03.2019
High School Diploma -
St. Andrew's College, Maharashtra Board
Mumbai, India 07.2014 - 03.2016
Work History
Insurance Advisor
Waypoint Insurance
05.2024 - Current
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Enhanced customer trust by addressing concerns and explaining complex policy details in understandable terms.
- Established long-lasting relationships with clients through proactive communication and exceptional service.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
Team Trainer
Whole Foods Market Inc
07.2023 - 05.2024
- Trained other employees in customer service, food safety, and performance requirements.
- Taught new team members correct procedures for all areas of operations.
- Set positive example for team members by providing high-quality, efficient service.
- Maintained current knowledge of all team position requirements.
Sales Manager
Runwal Developers
09.2021 - 11.2022
- Developed lasting relationships with customers, which helped to bring in additional business opportunities.
- Input high volume of monthly invoices with consistent accuracy
- Monitored status of accounts receivable and payable to facilitate prompt processing
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable
- Monitored guest ledger, advance deposit ledger and related ledgers to deliver proper internal control
- Maintained accurate and complete documentation to facilitate accounting and filing functions
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
Sales Manager
Ruparel Infra & Realty Pvt Ltd
12.2020 - 08.2021
- Closed lucrative sales deals using strong negotiation and persuasion skills.
- Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments
- Met with clients, delivering presentations, and educating on product and service features and offerings.
- Assisted sales team members in developing customer relationships, and building customer loyalty.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Analyzed financial discrepancies and provided solutions for accurate financial records
- Generated comprehensive reports for senior management, covering key financial metrics
- Completed financial reports, providing insight into performance, operations and cash flow
- Identified and resolved internal accounting variances, promoting data accuracy
Sales Manager
The Guardians LLP
10.2019 - 12.2020
- Communicated best practices among on-site and external personnel to align efforts and goals.
- Briefed senior executives on monthly projections, product launches and other marketing plans
- Built strong relationships with clients by following up on previous purchases and suggesting new products.
- Applied mathematical abilities to calculate and check figures in accounting systems
- Set up and updated Excel spreadsheets to track financial data
- Maintained accurate and complete documentation to facilitate accounting and filing functions
Skills
Business Intelligence Tools
Financial Statement Analysis
Stakeholder Communication
Investment Analysis
Microsoft Excel Expertise
Overview
10
10
years of professional experience
7
7
years of post-secondary education
2
2
Certificates