Sagar Sawlani Email & Phone Number

Toronto, Ontario, Canada

• Engaged with members to provide advise on financial products like bank accounts, credit cards, debt insurance and overdrafts while prioritizing their financial needs.• Recognized 3 times as the salesperson of the month for exceeding advisory sales targets and flexibly working at multiple banking centres across the GTA.• Cross sold and achieved the highest Payment Support Plan (PSP) rate of 27%, the optional creditor insurance sold with the credit card.• Achieved 120% customer service compliance by actively participating in branch activities to empower clients with mobile banking solutions including deposits, withdrawals, and bill payments.• Achieved consistent credit card sales per hour of 0.8 to 1.2 by providing an exceptional member experience and growing relationships through referrals.• Created and executed strategic plans to prevent potential frauds and decreased 20% fraudulent transactions by escalating suspicious applications to the Operations Team.• Enrolled 100+ new clients every month through need-based discussions and purposeful engagement.

Toronto, Ontario, Canada

• Served as a first point of contact and registered an average of 30 patients daily using Electronic Health Record (EHR) systems like Kronos, maintaining strict patient confidentiality.• Provided clerical support by accurately recording patient’s demographic and financial information by verifying patient’s Health Insurance Plan.• Scheduled patient appointments for minor illnesses, flu shots, vaccinations & follow-ups.• Independently managed over 250 patient records and prescriptions, addressing patient queries on dosage and drug information, providing high level of support to address the needs of the patients and their families.• Collaborated with licensed pharmacists to calculate dosages and handle prescription pickups.• Worked flexibly on weekends and holidays to clerically assist families and support frontline workers such as nurses, doctors, and other hospital staff.• Managed 600+ daily transactions and $1500 in cash, overseeing fast-paced store operations.• Spearheaded the district's top contribution to the Canadian Cancer Society's research fund, surpassing all other stores.

• Effectively communicated product details to users via inbound and outbound calls, chat, and emails with composure in challenging situations, leveraging strong verbal and written skills.• Addressed over 4500 inquiries, utilizing core skills such as active listening, empathy, problem solving, and conflict resolution.• Boosted departmental CSAT from 73% to 96% in one quarter by reducing Average Handle Time and proactively updating customers on ticket statuses.• Boosted first-call resolution rates from 65% to 92% by collaborating with cross-functional teams on Slack, ZOHO, and JIRA to address customers' multiple issues.• Aided customers with onboarding, guiding setup and demonstration of the product making it more accessible for the users.

Ahmedabad, Gujarat, India

• Greeted customers and provided them with a positive and welcoming experience. Listened attentively to their requirements and guided them in selecting appropriate furniture pieces based on their preferences, budget, and lifestyle. • Developed a strong understanding of the furniture and home decor products available in the store. Stayed up to date with the latest trends, styles, materials, and features of different furniture items to effectively communicate their benefits to customers. • Provided detailed product information, demonstrated features, and highlighted the advantages of specific products to encourage purchases. • Ensured the store floor is well-maintained, organized, and visually appealing. Regularly restocked furniture items, arranged displays, and updated price tags to provide an attractive shopping environment. • Addressed customer inquiries, concerns, and complaints in a timely and professional manner. Assisted with aftersales support, such as coordinating deliveries, resolving product issues, and processing returns or exchanges. • Coordinated with the inventory team to ensure stock availability and provided accurate delivery estimates to customers.

Postgraduate Degree, Financial Planning And Services

Postgraduate Degree, International Business

Bachelor Of Commerce - Bcom, Accounting And Finance