Rishita Garg

Sales Executive

Toronto, Ontario, Canada13 yrs 10 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Over 10 years in sales and financial services.
  • Consistently exceeds sales targets by 110-130%.
  • Expert in client relationship management and financial planning.
Stackforce AI infers this person is a Sales Executive with expertise in Financial Services and Client Relationship Management.

Contact

Skills

Core Skills

Financial PlanningClient RelationsSalesCustomer ServiceFinancial AnalysisLeadershipBusiness AnalysisDocumentationAccount ManagementMarket Research

Other Skills

AdobeAdobe Creative SuiteBudgetingBusiness DevelopmentCommunicationComplianceContent DevelopmentCost ManagementCustomer RetentionData AnalysisData ModelingEnglishEnglish Language LearnersFinancial AdvisoryFinancial Modeling

About

I am a results-driven Sales Executive with 10+ years of experience in sales and the insurance and financial services industry, specializing in life insurance, investment solutions, and client relationship management. I excel in building trust with clients, driving consistent revenue growth, and delivering tailored financial strategies that align with long-term wealth and protection goals. With a proven track record of exceeding sales targets and managing diverse client portfolios, I am committed to helping individuals and families secure their financial futures while continuing to grow my expertise in advanced financial planning and wealth management.

Experience

Neilson financial services

3 roles

Senior Sales Executive

Aug 2025Present · 7 mos · Hybrid

Senior Sales Advisor

Promoted

May 2025Present · 10 mos · Hybrid

Financial Sales Advisor

Oct 2024Aug 2025 · 10 mos · Hybrid

  • ⁠ ⁠Advise clients on tailored life insurance and investment solutions through needs-based financial analysis.
  • Consistently achieve 110–130% of monthly sales targets.
  • Manage a portfolio of 200+ active clients, driving renewals, referrals, and long-term retention.
  • Build strong client relationships and deliver clear policy presentations, achieving a 90%+ satisfaction rate.
  • Ensure compliance with industry regulations and maintain 95% accuracy in documentation and policy processing.
Financial PlanningFinancial AdvisoryClient RelationsSalesComplianceDocumentation

Nordia inc.

Business Promoter and Sales Representative

Jul 2022Present · 3 yrs 8 mos · Markham, Ontario, Canada

  • Respond to various requests from retail stores employees to help support the sales process and determine the optimal solution for the client's needs;
  • Contact existing customers to verify they have the right product or service according to their needs and habits;
  • Promote complementary products and services;
  • Multi-tasking with many applications at a time while handling clients
  • Work on softwares like SAP, Adobe, Outlook, Class, Seibel, OrderMax, MS Excel
  • Ability to work in a computerized environment and perform various tasks simultaneously;
  • Excellent learning and Training time to time to sharpen skills, problem-solving, and decision-making skills;
  • Have built strong analyst relationships and has an established roster of relationships and contacts with relevant analysts
  • Learn the software systems used by the company to be able to communicate effectively with incoming inquiries.
  • Keep a record of incoming inquiries to be able to reference at a later date.
  • Be able to process orders, forms, applications, or requests.
  • Self-Starter; a highly-motivated “go-getter’, Enthusiastic, personable and professional demeanor, Ambitious, hardworking and team-oriented
  • Business development and process improvements to optimize efficiency, enhance client service levels and reduce risk.
  • Environment: Adobe, MS office tools, Class, Seibel, Agile, Citrix, Outlook, MS Excel
SalesCustomer ServiceBusiness DevelopmentSAPAdobeMS Excel

Maven

Operations and Finance Manager

May 2017Jun 2022 · 5 yrs 1 mo · Chandigarh, India · On-site

  • Expertise in financial analysis, budgeting, forecasting, and cost management. Successfully implemented cost-cutting measures that resulted in a 20% increase in profitability for the company.
  • Proven ability to oversee and optimize business operations, including supply chain management, inventory control, and process improvement. Implemented a new supply chain management system that reduced costs by 20%.
  • Strong leadership and team management skills, including experience leading cross-functional teams and managing a team of 20+ employees. Successfully mentored and developed team members, resulting in a 30% improvement in team productivity.
  • Adept at developing and implementing strategic plans to achieve business objectives, including revenue growth, cost reduction, and market expansion. Successfully led a company-wide strategic planning initiative that increased revenue by 25%.
Financial AnalysisBudgetingCost ManagementSupply Chain ManagementLeadership

Digitec

Project Business Analyst

Jun 2015Aug 2017 · 2 yrs 2 mos · Chandigarh, Chandigarh, India

  • Gathered, analyzed, documented and validated business requirements for the implementation of a new integrated software application focused on mitigating credit risk with counterparts through regular collateralization.
  • Accountable for eliciting functional and non-functional requirements using interviews, workshops and observation/shadowing.
  • Supported the development and documentation of the Project Charter, Business Cases and Business Requirement Document (BRD) for a project that focuses on the capture and conversion of over 6,800 physical security documents into an e-collateral register.
  • Worked with business clients and technical teams in the design, development and implementation of business applications that aided operational efficiency and business operations.
  • Responsible for Documented process flows for as-is and to-be processes, workflows, mock-ups and data flows to support any manual intervention using MS Visio and Draw.io for a project on expired loans.
  • Involved in user acceptance testing (UAT) for implementation of expired loans modules.
  • Actively assess risks, provided mitigation plan and escalated issues to management
  • Designed process flows, organizational matrix, carried out data analysis and made presentations.
Business AnalysisRequirements GatheringDocumentationUser Acceptance TestingData Analysis

Lifevision healthcare

Account Manager, Talent Acquisition

May 2012Apr 2017 · 4 yrs 11 mos · Chandigarh, India

  • Proven track record of successfully managing key accounts and developing strong relationships with customers. Maintained a 90% customer retention rate and increased revenue from existing accounts by 25%.
  • In-depth knowledge of pharmaceutical products, including clinical applications and competitive landscape. Effectively communicated product benefits to customers and provided product training to sales teams.
  • Conducted market research to identify new business opportunities and stay up-to-date on industry trends. Developed new market entry strategies that increased market share by 15%.
  • Developed and executed recruitment strategies that resulted in the successful hiring of top-tier talent across multiple departments and levels. Improved time-to-hire and reduced recruitment costs.
  • Utilized a range of sourcing channels to identify and attract qualified candidates, including job boards, social media, networking events, and employee referrals. Maintained a robust talent pipeline to ensure a steady flow of high-quality candidates.
  • Conducted structured interviews, assessed candidate qualifications and fit, and made hiring recommendations to hiring managers. Streamlined the interview process to reduce time spent on interviews.
Account ManagementMarket ResearchRecruitment StrategiesCustomer Retention

Education

Dagshai Public School

Jan 1996Jan 2005

Panjab University

Master's degree

Jan 2016Jan 2018

Guru Nanak Khalsa College for Women, Model Town

Bachelor of Business Administration - BBA — Business/Managerial Economics

Jan 2009Jan 2012

Indian Financial Institute

High School Diploma — Accounting and Business/Management

Jan 2007Jan 2008

The United States Of America

Doctor of Philosophy - PhD — Education

Jan 2018Jan 2020

Stackforce found 100+ more professionals with Financial Planning & Client Relations

Explore similar profiles based on matching skills and experience