Hiral Mehta Email & Phone Number

New Tecumseth, On, Ca

Alliston, Ontario, Canada

• Consistently exceeded quarterly sales targets by 10 % for investment products and 5% for Mortgages.• Provide comprehensive financial planning services to individual clients, including investment advice & retirement planning• Monitor and review clients' investment portfolios regularly to ensure alignment with their goals and make necessary adjustments to their investments.• Offering comprehensive advice to clients regarding mortgage products, interest rates, terms, and conditions. • Process mortgage applications and collaborate with team members to ensure timely approval while maintaining accurate records and addressing client inquiries professionally.• By asking thoughtful financial questions, engaging with customers and creating positive experiences to retain and deepen relationships • Helping customers find more things they need, like a financial planner, private Investment advisor, or Business banking. • Working with my team to help customers with big financial decisions and ensure everyone is happy.

Ontario, Canada

• Assisting Shaw Direct customers over the phone with inquiries and technical issues. • Achieved a daily target of selling the set-top box with a value plan.• Demonstrating patience and professionalism when dealing with irate or frustrated customers.

Mumbai, Maharashtra, India

• Generated and increased revenue by 8% in a year by selling the right mix of financial products to the client in accordance with their goals and objectives.• Monitored the client portfolios every quarter to ensure these met their progress and target requirements.• Assisted clients with financial planning while being ready to respond to inquiries.• Regularly attended training sessions to stay up-to-date with regulatory or industry changes.• Educated the clients to ensure they understood how their investment would be managed.• Cultivated positive and enduring relationships with clients.

Dubai

• Achieved a sales target of USD 15 million consecutively for 4 years through effective planning and executing the strategy.• Increased the Market share of Korean Air in the Middle East region by 8% in 5 years by finding an opportunity and taking advantage of the competitor’s vulnerability.• Collaborated with a team of five to increase the total revenue each year by 5%.• Managed Local & Global Corporates like LG, Samsung, Hyundai, Kepco, Daewoo etc.• Sourced new accounts & negotiating deals with them.• Carefully watched competition activities and came up with a countermeasure to protect sales and revenue.

Dubai

• Proactively market, sell and consult with clients regarding air, car and hotel products and all other related services.• Meet and exceed monthly sales targets and KPIs.• Achieved a score of 75% to 80% every year in customer satisfaction survey results.• Ensured that a customer problem is brought to a satisfactory conclusion.• Identified and maximized the revenue from existing customer accounts.• Handled corporate accounts like Nokia, Moody’s, Master Card, and JP Morgan

Dubai

• Handled International air bookings for corporate clients.• Monitored the competition and analyzed competitor activity.• Identified new business opportunities and sustained the company's existing business.• Resolved customer complaints via phone, email, mail, or social media.

Bachelor Of Commerce, Accounting And Finance, First

Education record