MITALI LATHIYA
Wentworthville,NSW
Summary
Proven track record of enhancing client satisfaction and portfolio growth at Shree Laxmi Financial Consultant through adept financial analysis and a goal-oriented mindset. Leveraged reliability and expertise in cash flow management to exceed sales targets. Skilled in fostering strong relationships, ensuring repeat business and operational efficiency.
Overview
6
6
years of professional experience
Work History
Instore Team Member
Dominos's Pizza
07.2023 - 03.2024
- Handled cash transactions accurately, maintaining proper cash drawer balances throughout the shift.
- Resolved customer complaints professionally, ensuring their satisfaction with resolutions offered.
- Provided excellent product knowledge to customers, resulting in increased sales and repeat business.
- Assisted in training new team members on store procedures, policies, and best practices for efficient operations.
Financial Advisor
Shree Laxmi Financial Consultant
03.2019 - 02.2023
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Managed and motivated employees to be productive and engaged in work.
- Increased client base by identifying new business opportunities and cultivating strong relationships with key decision makers.
Insurance Consultant
Exide Life Insurance Company
04.2018 - 01.2019
- Established lasting relationships with key industry partners, including brokers, carriers, and service providers to better serve client needs.
- Provided exceptional customer service during the claims process by guiding clients through each step and advocating on their behalf when needed.
- Improved operational efficiency within the agency by streamlining workflows, automating tasks, and leveraging technology where appropriate.
- Evaluated competitor offerings by researching market trends to inform targeted sales pitches that highlighted unique value propositions of available policies.
Education
Bachelor of Commerce - Accounting And Finance
VNSGU
Surat, India04.2020
Skills
- Reliability and punctuality
- Goal-oriented mindset
- Adaptability and Resilience
- Friendly and Helpful
- Cash Flow Management
- Insurance Planning
- Financial Analysis
- Good Telephone Etiquette
- Client Support
- Dependable and Responsible
- Maintaining Safety Practices
- Scheduled Services
Timeline
Instore Team Member
Dominos's Pizza
07.2023 - 03.2024
Financial Advisor
Shree Laxmi Financial Consultant
03.2019 - 02.2023
Insurance Consultant
Exide Life Insurance Company
04.2018 - 01.2019
Bachelor of Commerce - Accounting And Finance
VNSGU
Similar Profiles
Amrit RimalAmrit Rimal
Work Study Student at Dominos's PizzaWork Study Student at Dominos's Pizza
Jozeph BarrientesJozeph Barrientes
Store Associate at Dominos's PizzaStore Associate at Dominos's Pizza
Cyrus EmralinoCyrus Emralino
Crew Chief at Dominos's PizzaCrew Chief at Dominos's Pizza
Andrew DiubleAndrew Diuble
Crew Member at Dominos's PizzaCrew Member at Dominos's Pizza
Anjila DulalAnjila Dulal
Certified Nursing Assistant at OpalHealthcareCertified Nursing Assistant at OpalHealthcare