Experience

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  Law Office of Robert B. Jobe

  • San Francisco, California, United States

  • Manager -Client Relations

    • Oct 2019 - Jul 2023
    • San Francisco, California, United States
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  Hallmark Aviation

  • Senior Supervisor

    • Jan 2017 - Sep 2020
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  Sikh Research Institute - SikhRI

  • Salesforce Administrator

    • Jan 2017 - Feb 2018

    Database Management:Salesforce.com AdministrationBuilding Dashboards & ReportsField Customization & Database Analysis.

  • Development Coordinator

    • Mar 2014 - Dec 2016

    Outreach Strategy Planning & Execution: Annual fundraising short-term and long term plansCoordination with the board members to support annual fundraisers, securing new charter funders and foundation grants. Salesforce.com Admin Associate: Data Entry/Uploading, Building Dashboards & Reports, Field Customization & Database Analysis.Regional Fundraiser Planning: Plan and execute Annual Regional Fundraisers at 8 different locations remotely in USA and Canada.All business communications with foundations, organizations and major gift donors.

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  Chandigarh University

  • India

  • Head Admission and Career Counseling

    • Nov 2009 - Oct 2013
    • India

    Key Responsibilities (but are not limited to):1.Directed Institute’s overall marketing & strategic planning programs and responsible for issues related to Admissions and Student Recruitment Process.2.Oversaw admission outreach efforts in out station offices & administered Assistant Manage...

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  Universal Group of Institutions

  • Punjab, India

  • Administrative Officer

    • Jun 2009 - Oct 2009
    • Punjab, India

    1. Liaison with the affiliated university PTU, AICET and State Government Authorities for approvals and compliance reports.2. Assistance in student recruitment process by making constant touch base with new students and parents for further formalities and documentation. 3. Complying accurate data...

• 

  Bajaj Allianz Life Insurance Co. Ltd.

  • Punjab, India

  • Business Development Manager

    • Jul 2008 - May 2009
    • Punjab, India

    1. Recruited and Led team of 18 Insurance Sales Officers (ISOs) 2. Monitored marketing activities to maximize sales.3. Field Observations & Demonstrations (FODs) 4. Performance Review & Planning (PRP) with Insurance Sales Officers.5. Team Meeting & Individual interaction with each Ins...

• 

  ICICI Prudential Life Insurance Company Limited

  • Punjab, India

  • Unit Manager

    • Aug 2007 - Jul 2008
    • Punjab, India

    1. Recruited and Trained team of productive Insurance advisor (off roles).2. Led team of insurance advisors to achieve targets and goal sheet given by the company.3. Gained exposure in financial investment products & market information.4. Exposure in identifying needs of the clients & giv...