Dharmesh Patel Email & Phone Number

Regina, SK, CA

British Columbia, Canada

Regina, Saskatchewan, Canada

• Determine materials, tools and equipment needed for product order.
• Perform hand and automatic assembly operation on components, sub-assemblies, andassemblies.
• Reviewed and verified all work was in compliance with sales orders and customerrequirements.
• Utilized hand and power tools to complete assembly tasks.
• Proposed process improvement to increase quality and efficiency.
• Completed and entered quality records, scrap reports, and machine logs in a timely.

Surat, Gujarat, India

• Provide field support to Advisors and sales managers in the south west acrossGujarat regarding large and/or complex cases and competitive situations with afocus on helping to generate sales and place new Insurance.
• Facilitate webinars, Video Conference and group presentation to improve FinancialAdvisors knowledge and awareness of products and individual / corporate strategiesthat will help to drive sales.
• Participate in proactive outbound programs to increase Financial Advisor awarenessof team services, product enhancements, and marketing initiatives Communicatedeffectively internally and externally with others.
• Deliver classroom training programs focused on advanced sales and productsmarketing concepts and strategies for Financial Advisors Enforced all policies andprocedures successfully.
• Support Financial Advisors through proactive follow up on submitted business,supporting key events such as Professional Development Symposiums.
• Work closely with the regional teams, Zonal Team and Home office supportchannels including the Admin, Head of Agency and Business DevelopmentConsultants / Partners to support sales growth.

Surat, Gujarat, India

• Responding to letters that provide requested information; processing new applications,surrenders, fund transfers and allocation changes for variable products; providing policyhistories; running benefit illustrations.
• Identify sales opportunities during calls with customers and notifying agents and salesteam accordingly
• Identifying and tracking client retention opportunities; conserving policies orcoordinating with the Conservation Unit
• Identifying and handling client complaint issues and reporting to Compliance Unit, andcoordinating follow up as necessary
• Coordinate complex aer-issue service requests with the production units, such asInsurance Product Services and Title and Claims
• Assist clients with registering on the customer portal (website); trouble-shoot forcustomers and agents in relation to accessing and using the portal

Surat, Gujarat, India

• Maintain adequate knowledge of all internal service systems and download it throughtraining programs within Insurance advisors and front line sales team channel.
• Use available resources efficiently to assess customer issues and recommend solutionswhich has been assigned or generated by the operation and Home office servicing teams.
• Record details of each customer interactions and any actions taken for product sales andservicing. Coach team to use product pushing tools (Need analysis, Fact Finder, Gap ofinvestment and required risk protection to.
• Follow up on any customer issues requiring additional research and initiative to help himon desired manners.
• Conduct monthly, quarterly and half yearly meetings to felicitate sales team andInsurance Advisors to generate and maintain insurance sales targets. Keep themmotivated and enthusiast all the time to achieve common.

Surat, Gujarat, India

• Understanding of the sales process and customers buying habits of risk covering products byusing an effective method and sales tools to manage sales from the first instance of contactto the closing the saleDharmesh.
• Adapting personal communication styles to build credibility with potential customers andhandle objections tactfully
• Understanding customers needs and offering suitable solutions
• Negotiate effectively to strike a balance between profitability and maintaining clientrelationships.
• Examine the buying and selling cycle and understanding sales forecasting
• Finding new customers, retaining them and maintaining effective client relationships

Bachelor Of Laws - Llb, Business/Commerce, General

Bachelor Of Commerce - Bcom, Accounting And Business/Management