Ayush Choksi (Llqp,Ifc) Email & Phone Number

Toronto, On, Ca

North York, Ontario, Canada

Conducting professional and effective communication with clients over the phone to understand their insurance needs and provide appropriate solutions.Collaboration with team members to foster a supportive and ambitious work environment.Sharing knowledge and expertise to contribute to the overall success of the team.Demonstrating determination to meet and exceed assigned Key Performance Indicators (KPIs) related to sales and customer satisfaction.Handling customer objections and challenges with resilience, finding solutions to meet client needs.Persistently converting sales from leads to achieve sales targets.Demonstrating a strong work ethic through dedication, attention to detail, and proactive problem-solving

Toronto, Ontario, Canada

Customer-Centric Engagement: Welcoming customers with a friendly demeanor, actively listening to their needs, and promptly addressing inquiries.Financial Solutions Expertise: Leveraging comprehensive product knowledge, guiding customers in selecting the most suitable banking products to align with their financial goals. Upselling and Cross-Selling: Recognizing opportunities to enhance customer’s financial portfolios, proactively introducing customers to complementary products and services that meet their evolving needs. Effective Issue Resolution: Efficiently resolving customer concerns and issues, ensuring their satisfaction. Digital and Financial Literacy: Educating customers on digital banking tools and financial literacy by guiding them through online processes and simplifying complex concepts.Feedback Channel: Gathering valuable insights from customer interactions. This feedback loop informs the bank about customer preferences, pain points, and opportunities for improvement, contributing to an optimized service experience.

Toronto, Ontario, Canada

Assisting customers whilst providing excellent customer service with good hand over cross-selling and up-selling various useful products.Negotiating with leads and using persuasion techniques to overcome objections and landing deals that are beneficial to the company, while also providing customers with optimal value. Marketing the available network services based on customer requirements.Handling customer complaints and thereafter providing solutions.Exceeding sales targets efficiently in return increasing sales for the organization.Compiling and submitting comprehensive weekly sales and inventory reports to management.

India

Maintaining company standards, effectively handling customer complaints, and assisting with the recruitment process.Executing sales strategies to increase client base and market share, including cold calling, planning client visits, building relationships, and maintaining prospect database.Coordinating sales efforts with team members and other departments.Qualifying potential customers, and determining their needs and level of interest in products and services.Creating and delivering sales - financial reports on a predetermined schedule.Performing cost-benefit analyses of existing and potential customers.

Financial Planning & Wealth Management

Bachelor'S Degree, Business/Commerce, General