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DEV BHATTI - MISSISSAUGA, Ontario

DEV BHATTI
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About Dev Bhatti

DEV+BHATTI
Dev Bhatti is currently living in MISSISSAUGA, Ontario, and is interested in Financial Services.
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Location

MISSISSAUGA, Ontario

Categories of Interest

Financial Services

Company Size

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Resume

Profile
Seasoned RIBO sales professional with significant knowledge of Power Broker and Power Quote, Compu-quote and agency manager
Experience in General Insurance quotes and coverage
Persuasive communication and presentation skills with significant experience in cold calling
Proficiency with MS Office applications (Word, Excel, Power Point) Internet research and information technology skills
Proven professionalism for customer relationship building
Ability to communicate effectively with both internal and external clients
Strong organisational and interpersonal skills with ability to work in a team environment
Demonstrated ability to work in fast paced environment and meet deadlines
WORK EXPERIENCE
JAMES G. FARMER (AGENT) STATE FARM
SALES ASSOCIATE JAN 2007- TILL DATE
Prospected clients on phone to acquire business for Auto, Home and Commercial Insurance coverage
Provided quotes to clients based on the information collected on phone
Answered inward phone calls for queries and information
Completed application for insurance coverage including issuing of binders
Prepared documents for submission to underwriters
Maintained appropriate levels of licensing for Property and Casualty and possibly Life.
Utilized training resources for continued education
Conducted closing interviews on products quoted and asks for referrals
HOLMAN INSURANCE BROKERS LTD
ASSOCIATE BROKER APRIL 2005- DEC 2006
Prospected clients on phone to acquire business for Auto, Home and Commercial Insurance coverage
Answered inward phone calls for queries and information
Completed application for insurance coverage including issuing of binders
Prepared documents for submission to underwriters
Reviewed monthly production and implement marketing strategies according to Business Plan
Prepared insurance to value Fire quotes and comprehensive Auto quotes.
Offered Insurance and Financial Reviews and redirect discovered needs to appropriate Client Representative
JAGUAR INSURANCE BROKERS
ACCOUNT EXECUTIVE. APRIL 2002- FEB2005
Prospected clients on phone to acquire business for Auto, Home and Commercial Insurance coverage
Provided quotes to clients based on the information collected on phone
Follow up on late payments and returned cheques.
Prepared certificates of insurance and other documents as required
Prepared documents for submission to underwriters
Accurately handled Property & Casualty servicing requests
Handled basic payment plan inquiries and process change of banking requests.
Managed relationships with clients.
Handled Auto and Fire claims with Underwriting Reviews & recommendations
Responded to email & voice mail messages promptly.
Provided support for Client Representatives.


ROUTES CAR AND TRUCK RENTALS (MARKHAM)
CUSTOMER SERVICE REPRESENTATIVE April 2001 TO March 2002
Increased the sale by 35% within four months
Contacted current and potential clients to increase business
Acted as a liaison with insurance companies to expedite invoices for rental vehicles
Organized meeting with towing firms boost business
Liaised with body shops for maintenance and upkeep of the fleets.
Reduced office expenditure by 10% by streamlining the work schedule of the employees and reducing shift coverage.
BHARAT PETROLEUM CORPORATION LIMITED 1988 TO December 2000
MANAGER SALES AND OPERATIONS
Prepared and implemented annual sales plans
Designed competitive intelligence feedback for customer retention
Conducted customer care and orientation for education and awareness about the company products and services
Designed and launched product promotional scheme which increase the sales by 29%
Coordinated preparation strategic documents relating to operations and sales in the division.
Oversaw the development and coaching of 12 sales officer and 3 depot superintendents with the aim of achieving departmental objectives through telephone monitoring, quality reviews and monthly performance dialogues.
PUNJAB NATIONAL BANK
ACCOUNT OFFICER 1984-1988
Developed and implemented financial and operational controls that improves the P&L of the branch.
Conducted the Deposit mobilization fairs which contributed 14% increase in the deposit and 8% increase the secured and unsecured loan and line of credit
Instrumental in revenue and income growth of 19% over 18 months period
Increased cash flow by $10 million by consolidating credit analysis function and reducing outstanding receivable from 60 to 30 days and minimising risk from marginal customers.
Trained new trainees and conducted surveys on better customer service and satisfaction.
EDUCATION
RIBO- LEVEL 1 LICENSE, CIP PARTIAL COMPLETION
LIFE LEVEL II
M.A. (ECONOMICS)
POST GRADUATE DIPLOMA IN MARKETING MANAGEMENT
MUTUAL FUND LICENSE.

PS. Reference can be made available on request.

Quick Profile Summary

DEV BHATTI
Name: DEV BHATTI
Link: http://www.salespider.com/p-6651731/dev-bhatti
Location: MISSISSAUGA,Ontario,Canada

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