Pardeep Goel Rcic Email & Phone Number

Mississauga, Ontario, Canada

Toronto, Canada Area

• Managing Administration of 2 Diagnostic Centers.• Managing all transactions related to Accounts receivable and payables• Getting payroll processed and distributing cheques to all staff members• liaising with all vendors for orders, negotiations and their payments• Reporting for entire day when the Director is not present in Canada.• liaising with all vendors on behalf of management for better pricing and services• Meeting doctors for marketing Purposes• Doing… Show more • Managing Administration of 2 Diagnostic Centers.• Managing all transactions related to Accounts receivable and payables• Getting payroll processed and distributing cheques to all staff members• liaising with all vendors for orders, negotiations and their payments• Reporting for entire day when the Director is not present in Canada.• liaising with all vendors on behalf of management for better pricing and services• Meeting doctors for marketing Purposes• Doing Competition Analysis for different Diagnostic Centers Show less

Vaughan

• Managing administration of 1 office and 2 Warehouses.• Managing all transactions related to Accounts receivable and payables• Getting payroll processed and distributing cheques to all staff members• liaising with all vendors for orders, negotiations and their payments• Reporting for entire day when the Director is not present in Canada.• liaising with all vendors on behalf of management for better pricing and services• Supervising staff of 6 people• Responsible for… Show more • Managing administration of 1 office and 2 Warehouses.• Managing all transactions related to Accounts receivable and payables• Getting payroll processed and distributing cheques to all staff members• liaising with all vendors for orders, negotiations and their payments• Reporting for entire day when the Director is not present in Canada.• liaising with all vendors on behalf of management for better pricing and services• Supervising staff of 6 people• Responsible for assigning duties and preparing schedules for all team mates• Helping them in closing the sales• Assigning work to all warehouse persons as per requirement,• Assigning them preparation of orders and how to manage warehouse.• Arranging all schedule related to Road show at Costco• Managing all portal for accounts like Wayfair, Home depot, TJX for payments, order tracking etc.• Maintaining all data files related to office Show less

Brampton

• Handling all General administrative duties for 3 office ( 1 Immigration and 2 Diagnostic centers)• Assist Vice president in preparing all presentations, proposal and all other marketing initiatives• Providing all support services to head office for liaising any activity with branch• Preparing account reconciliation statements for clients• Handling all banking related activities for 3 branches• Managing vendors, placing orders with them, handling their… Show more • Handling all General administrative duties for 3 office ( 1 Immigration and 2 Diagnostic centers)• Assist Vice president in preparing all presentations, proposal and all other marketing initiatives• Providing all support services to head office for liaising any activity with branch• Preparing account reconciliation statements for clients• Handling all banking related activities for 3 branches• Managing vendors, placing orders with them, handling their payments• Research for required information for any special report as required by senior management• Focusing on the customer retention • Preparing pay roll time sheets for 2 clinics of the company and getting it processed through accountant• Preparing monthly forecast in the beginning of every month and presenting to the management• Completing all file management for all the 3 offices as per requirement Show less

Brampton

• Handling Queries for Immigration for Federal Permanent residence visa• Contacting Clients by phone or email to identify needs and schedule the appointment• Meeting Prospects for Counseling in the office and completing their sales• Converting prospects into clients by pitching them suitable visa as per their need and recommending to colleague (if required) for any other product• Resolving queries of clients and following up the same with operations department • Following up… Show more • Handling Queries for Immigration for Federal Permanent residence visa• Contacting Clients by phone or email to identify needs and schedule the appointment• Meeting Prospects for Counseling in the office and completing their sales• Converting prospects into clients by pitching them suitable visa as per their need and recommending to colleague (if required) for any other product• Resolving queries of clients and following up the same with operations department • Following up clients for file preparation and completing their documentation as per policies and procedure set• Following up the clients for payments and other transactions• Focusing on the customer retention • Generating revenue to contribute in the branch targets• Keeping myself update about the industry from google, different training programs and bulletins• Other Administrative tasks as given by management Show less

Chandigarh Area, India

Handling Training for Bancassurance Punjab Region. Responsible for Training for Citi Bank.

Ludhiana

 • Handled insurance portfolios for HNI clients of the branch to provide better good client service• Interaction with customers who come to branch either for any complaints or insurance requirements• Doing financial need analysis of clients with the help of new software launched by the company and trying to understand the need and requirement for the business development of the branch• Cross selling of different products to clients as per their financial goal and taking… Show more  • Handled insurance portfolios for HNI clients of the branch to provide better good client service• Interaction with customers who come to branch either for any complaints or insurance requirements• Doing financial need analysis of clients with the help of new software launched by the company and trying to understand the need and requirement for the business development of the branch• Cross selling of different products to clients as per their financial goal and taking accountability for follow up with the operation team till delivery of policy to client• Handled various objections or queries of many clients for junior agents • Resolved the various grievances of old clients either by advise them about the product sold or by recommending them to the right colleague who can help them for good client relationships• Gave training to Agents and Agency Managers on Regulatory, Anti money laundering, Sales Training and understanding client needs• Trained new advisors and sales managers to respond the client queries and compliance issues• Supporting Operation department in handling clients• Helping Clients in completing their formalities for taking insurance• Proactively taking various marketing initiatives • Keeping myself abreast on the industry and becoming knowledgeable by attending different training programs conducted by company or by internet Show less

Handling Induction Training Programs for SDM's for HDFC Standard Life insurance.Taking Trainings on HDFC Insurance Products and Managing Sales Team.1500+ Managers Trained in 75+ Induction Programme.Handling Chandigarh, Delhi and UP Territory for SDM's Induction Training.

Immigration Practitioner Program, Immigration

Canadian Securities Course ( Csc ), Securities

Canadian Securities course

Icfa, Cfa, A

Completed CFA from ICFAI in 2013

Cfp, Financial Planning

Activities and Societies: FPSB

Mba, Finance

Aiii, Life Insurance

Activities and Societies: Insurance Institute of india

B.Com, Commerce

B.com

Ct2 , Ct 7 Cleared, Actuarial Science

Activities and Societies: Cleared 2 ( CT 2 , CT -7 ) exam of Actuarial science. CT1 and CT2

Bcom, Commerce