Nilkumar Sharma Email & Phone Number

Acton, Ontario, Canada

Vaughan

Exceeded target insurance sales with more than $2.5 million premium for the year 2022.Top Elite sales advisor across Ontario North in 2022.Exceed target insurance sales quota with more than $1.4 million premium in the year 2021 which was highest across Canada in field sales at RBC Insurance. Recognised as an Elite field sales advisor for consecutive 2nd year in field sales. Customized insurance policies to suit individual customers covering a variety of risks within the guideline of the insurance company.Sought out new clients and develop clientele by networking to find new customers and generate a list of prospective clients.Referred quality clients to life insurance partners. Round out client portfolio's with other insurance products and services that aren't currently bundled with the agency

6880 Financial Dr. Missisauga

-Excel on an inbound sales team for home and auto insurance.-Secured first positions by sales in 4 Quarters and second position in two quarters from the recent 6 quarters among 400 plus advisors. -Hit personal and company sales goals.-Provided exemplary customer service through problem resolution and the development of sales, marketing, and referral techniques.-Acted as a trusted advisor helping clients manage the risks of their everyday life by educating them about potential gaps in their insurance coverage-Round out client portfolio's with other insurance products and services that aren't currently bundled with the agency-Provided prompt, accurate, and friendly customer service which includes responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, claims submissions, and billing clarification

200 York Blvd, Don Mills, Toronto - On

• Handling call of Right At Home realty’s broker’s showing requests for their listed inventory from start to finish• Providing the highest level of customer service to real estate brokers on each and every call• Booking and confirming appointments for real estate agents• Appointment Desk Specialists with a focus on excellent customer service

Ahmedabad Area, India

 Got Certificate of Excellence for Innovative Marketing Skills & Client Acquisitions at 3rd Annual Convention of Accord Fintech. Evaluating and analyzing financial information like company profiles, stock prices, financial statements, trading volumes, stock manuals & returns using AceEquity.  Developed business for Ahmedabad branch including the clients from four states of India named, Gujarat, Rajasthan, Madhya Pradesh & Chhatisgarh Promoted AceEquity Database, a useful tool used for investment analysis by investor, stock brokers, portfolio managers, research analysts, finance faculties and students  Provided training to stock brokers, research analysts, portfolio managers, finance faculties and students on investment and financial analysis using AceEquity database Provided investment guidelines and recommendations to individual and institutional investors based on analyzed annual reports, financial and non-financial data of companies Examined and prepared customized solutions for fundamental and technical queries of clients

Ahmedabad Area, India

Analyzed financial and investment information about companies & stocks using Capitaline Plus, a corporate financial database containing extensive data on every company profile, directors, more than 10-year financials (P&L, balance sheet, cash flow, consolidated financial data, segment data, forex data, R&D data, ratios, etc), quarterly results, ownership pattern, finished products, raw materials, share price data, directors' report, management discussion, notes to account, business news, mergers and amalgamations, major corporate events, etc. Lead a team of 3 analysts in making research reports and updates with projections and recommendations to cater to retail as well as institutional clients. Made presentations to clients and update them on fundamental analysis using Capitaline database.

Master Of Business Administration (Mba), Finance And Financial Management Services, A

Activities and Societies: Project Studies of "Mutual Fund Industry in Gujarat" Study on Home Loans Management in Patan Stock Market.

Bachelor Of Business Administration (B.B.A.), Finance & Marketing, A+

Hsc, Finance, Business Management

Commerce

Ssc

General Studies