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
Overview
5
5
years of professional experience
7
7
years of post-secondary education
2
2
Certificates
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