Kin Dutta
Insurance Financial Advisor at Shelter Bay Financial Corporation- Claim this Profile
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English -
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Hindi -
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Punjabi -
Topline Score
Bio
Credentials
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Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Insurance Council of BCMar, 2023- Nov, 2024 -
Mortgage Agent
Financial Services Regulatory Authority of Ontario (FSRA)Feb, 2022- Nov, 2024 -
Mortgage Sub Broker
BC Financial Services Authority (BCFSA)Feb, 2021- Nov, 2024 -
Licensed California Real Estate Salesperson
California Department of Real Estate
Experience
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Shelter Bay Financial Corporation
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Canada
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Insurance
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1 - 100 Employee
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Insurance Financial Advisor
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Aug 2023 - Present
• Develop and maintain strong relationships with clients, addressing their concerns, providing ongoing support, and proactively reviewing their financial needs. • Conduct thorough client needs assessments to identify their financial goals, risk tolerance, and insurance requirements. • Educate clients on various life insurance options, explaining benefits, features, and costs. • Present customized insurance solutions to clients, providing clear and transparent explanations of policy terms and coverage details. • Collaborate with underwriters and other internal teams to expedite policy approvals, ensure accurate documentation, and deliver timely client service. • Meet or exceed sales targets through proactive prospecting, networking, and referral generation strategies. • Maintain accurate client records, prepare quotes, proposals, and policy documents, ensuring compliance with industry regulations. • LLQP Licensed Show less
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Fraction
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Canada
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Financial Services
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1 - 100 Employee
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Client Success Manager
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Apr 2021 - Jul 2023
• Spearhead the sales function for a fast-growing fintech startup, specializing in innovative financial technology solutions. • Developing a comprehensive knowledge of the company's products and services to effectively address client inquiries and provide relevant guidance. • Establishing and nurturing strong relationships with clients, acting as their main point of contact within the company, providing regular communication and being proactive in addressing their needs and concerns. • Guiding new clients through the onboarding process, ensuring they have a smooth and positive experience as they start using the product/service. • Serving as the voice of the client within the company, advocating for their needs and requirements to various internal teams such as product development and marketing. • Tracking and measuring key performance indicators (KPIs) related to customer success, such as customer satisfaction. • Collecting customer feedback through surveys and other means to gain insights into their experience and identify areas for improvement. • Develop and execute strategic sales plans to penetrate target markets, acquire new clients, and achieve aggressive revenue targets. • Identify and prioritize key growth opportunities, working closely with cross-functional teams to align product development and marketing efforts with customer needs. • Cultivate strong relationships with key decision-makers, industry influencers, and strategic partners to drive business expansion. • Represent the company at industry events, conferences, and networking opportunities to promote brand visibility and drive business development. Show less
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604 Print & Design
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Vancouver | Los Angeles
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Business Owner
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Jan 2016 - Mar 2021
B2B Sales | Marketing • Offering comprehensive solutions to businesses in various industries. • Develop and execute strategic marketing plans for clients, aligning marketing efforts with their business objectives to generate leads and drive revenue growth. •Collaborate closely with clients to understand their target markets, competitive landscape, and unique value propositions, translating these insights into effective marketing strategies. B2B Sales | Marketing • Offering comprehensive solutions to businesses in various industries. • Develop and execute strategic marketing plans for clients, aligning marketing efforts with their business objectives to generate leads and drive revenue growth. •Collaborate closely with clients to understand their target markets, competitive landscape, and unique value propositions, translating these insights into effective marketing strategies.
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Keller Williams Realty, Inc.
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United States
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Real Estate
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700 & Above Employee
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Real Estate Agent - Los Angeles, CA
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Dec 2015 - Dec 2019
"Top Sales Agent" Award Recipient • Assist clients in buying, selling, and leasing residential and commercial properties. • Conduct thorough market analysis to determine property values, competitive pricing, and optimal marketing strategies. • Develop customized marketing plans for each property, utilizing various channels such as online listings, social media, and direct marketing to maximize exposure. • Conduct property showings, negotiate offers, and facilitate smooth transactions, ensuring the best possible outcome for clients. • Provide guidance to clients on property staging, renovations, and repairs to enhance market appeal and increase property value. • Stay up to date with real estate market trends, financing options, and legal regulations, providing clients with accurate and timely information. • Build and maintain strong relationships with clients, industry professionals, and referral networks to generate repeat business and referrals. • Collaborate with mortgage brokers, attorneys, and other parties involved in the real estate transaction to ensure a seamless process. Show less
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Tada Cafe
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Santa Monica, California, United States
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Business Owner
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Aug 2011 - Dec 2015
• Managed day-to-day café operations, including staff scheduling, inventory control, and customer service. • Ensured high standards of food and beverage preparation, presentation, and quality, providing an exceptional dining experience to customers. • Oversaw the recruitment, training, and development of café staff, fostering a positive work environment and delivering excellent service. • Monitored financial performance, analyzed sales data, and implemented strategies to maximize revenue and control costs. • Implemented cost-saving measures and optimized operational efficiencies to improve profitability while maintaining high-quality standards. • Maintained strong relationships with suppliers, negotiating contracts, and managing inventory levels to ensure consistent product availability. • Resolved customer complaints and concerns, ensuring a high level of customer satisfaction and loyalty. Show less
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Education
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UBC Sauder School of Business
Business -
British Columbia Institute of Technology
Finance and Financial Management Services
Community
