Ritesh Patil

Senior Insurance Advisor @Td Insurance

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2021 — Present

Senior Insurance Advisor @Td Insurance

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Markham, ON, CA

Responsible for achieving sales, quotes and call targets. • Ensures quality and productivity objectives are met. • Processes call backs, submissions and mail in a timely manner. • Accountable for providing a high level of service to our clients. • Flexible to perform various assigned tasks • Promotes company features and benefits as part of ongoing portfolio reviews. • Cross sell a variety of products at every opportunity • Promotes client loyalty through attention to detail and relationship-building. • Remains current on all company philosophies and procedures. • Accepts risks within established guidelines.

EDUCATION

2014 — 2017

Birla College of Arts Science & Commerce Birla College Road Kalyan Dist Thane 421 304

Bachelor of Commerce

2018 — 2018

Lambton College

Post Graduation

ABOUT RITESH PATIL

I am a financial professional working in finance industry since 3 years.I have completed…

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Ritesh Patil — Senior Insurance Advisor at Td Insurance in Toronto, ON, CA | Unifers