Vicky Kapoor Email & Phone Number

Mississauga, Ontario, Canada

Mississauga/ Oakville/ Toronto

Financial advisor for Life Health and wealth.

2560 Matheson Blvd., Mississauga Ontario

Auto Home Business and Liability Insurance

Richmond Hill

• Two years’ experience in promoting life, health and wealth protection plans resulting in 80 new clients to personal portfolio • Build relationships with clients to fully understand needs and provide holistic solutions resulting in value addition and trust• Provided value for money both for the business owners and employees by covering genuine needs resulting in complete satisfaction of plan purchased• Conducted client education seminars with experts from The Company resulting in each participant fully understanding the benefit plan• Used opportunities for cross sell to cover individual needs of participants of plans• Hired and trained telemarketing personal to achieve targets in appointment booking• Prospected and collected data from business houses by direct approach to generate leads resulting in new clients • Created awareness within small businesses about benefits of group insurance and key person insurance for employee loyalty resulting in new sales • Set up booths in malls and trade shows to promote awareness of services and generated leads resulting in sales• Ensured all sales and marketing activities were within corporate compliance• Proven leadership, communication and negotiation skills resulting in trust formation with clients and staff• Proficient in MS word, excel and outlook• Valid driver’s license and clean driving record

Kolkata, India

Project Manager for highrise Construction Projects

Bachelor Of Business Administration (B.B.A.), Marketing

High School, Science