Chetan Shah
Rochester,kent
Summary
I am looking for a challenging career in which I can optimize my analytical skills and abilities, I would like to work for the success of your company by applying myself and giving of my best. Responsible professional with experience in retail operations, finance & Insurance, personal and business Loan, personnel management, and customer service. Proven success in leading high-performance teams and developing customer-centric strategies to push sales and increase customer loyalty. Skilled at driving process and policy optimization, streamlining operations, and utilizing data-driven insights to increase efficiency.
Overview
24
24
years of professional experience
Work History
Protection Adviser
Access Financial Services LTD
London
03.2025 - Current
- Advised clients on suitable protection products, including life insurance, critical illness cover, income protection.
- Provided holistic, FCA-compliant advice, recommending appropriate protection solutions aligned with clients' objectives and risk profiles.
- Conducted detailed fact-finding meetings to assess clients' financial needs, personal circumstances, and risk profiles.
- Recommended tailored protection solutions in line with regulatory requirements and client objectives.
- Explained policy features, benefits, exclusions, and costs to help clients make informed decisions.
- Maintained accurate client records and documentation in accordance with FCA regulations, GDPR requirements, and internal compliance standards.
- Managed the end-to-end application process, from initial consultation to policy completion.
- Proactively generated new business opportunities through referrals, relationship management, and cross-selling of suitable protection products.
Store Manager
BSM News Ltd
London
07.2016 - 01.2025
- Solved problems and resolved conflicts for team members and customers.
- Addressed employee issues, performed corrective actions, and terminated employment when necessary.
- Oversaw day-to-day store operations to foster efficient and profitable operations.
- Interviewed and hired prospective employees according to team needs.
- Monitored customer service levels and implemented necessary changes to improve customer satisfaction.
- Trained staff on proper cash handling procedures including daily deposits, credit card payments, and end-of-day reconciliation of register funds.
- Created weekly work schedules to meet staffing needs while controlling labor costs.
- Leveraged new sales strategies to increase store revenue.
- Stocked and organized products in storage spaces and retail shelves.
- Analyzed sales numbers and performance metrics to locate deficits and implement process improvements.
- Implemented loss prevention strategies, alleviating shrink.
- Tracked store inventory and ordered new products to prevent shortages.
- Managed inventory levels by ordering stock as needed, tracking sales trends, and adjusting orders accordingly.
Parcel Delivery Driver Agency
Uk mail
London, Essex
01.2015 - 03.2016
Staff Member, Pizza delivery driver
Pizza Hut
London, South east
05.2014 - 09.2014
Delivery driver
Sunfresh Grocery shop
London
03.2012 - 06.2013
Sales Manager
ING Vysya Life Insurance Co. Ltd
Vadodara, Gujarat
08.2008 - 01.2010
- Managed customer accounts and customer relationships.
- Analyzed sales data to identify trends and make recommendations for improvement.
- Developed and pursued pipeline of new business opportunities, expanding partnerships and presence.
- Built partnerships with third-party vendors to expand sales opportunities.
- Managed sales team activities by evaluating needs of each territory and participating in sales calls.
- Established relationships with key customers, providing personalized service and support.
- Managed a team of 10+ sales representatives across multiple markets.
- Recruiting life Insurance brokers.
Sales Manager
Future Generali India Life Insurance Co. Ltd
Vadodara, Gujarat
10.2007 - 07.2008
- Communicated effectively with dispatch team regarding route changes or delays due to traffic conditions.
- Successfully navigated complex delivery routes in a timely manner to ensure customer satisfaction.
- Loaded, unloaded, prepared, inspected, and operated delivery vehicle according to established procedures.
Team Manager
Shriji Financial Services. Associate partner with ABN AMRO Bank
Vadodara, Gujarat
08.2005 - 09.2007
- Held daily check-ins with team members to set objectives and monitor progress.
- Handling Sales Executives team for Personal and Business Loan.
- Resolved conflicts among team members amicably by providing feedback on their performance.
- Worked closely with customers to resolve inquiries related to sales and customer service.
Sales Executive
Standard Chartered Bank
Vadodara, Gujarat
03.2002 - 07.2005
- Traveled for in-person meetings with customers and partners, developing key relationships.
- Generated leads and followed up on customer inquiries.
- Maintained strong relationships with key customers and stakeholders.
Education
Certificates -
Financial Cunduct Authority
United Kingdum01-2026
H.S.C -
Gujarat Higher Secondary Education Board
07-2001
Diploma - Electrician
Diploma Institute
Baroda, India05-1999
Bachelor Of Arts Degree -
Maharaja Sayajirao University
Baroda, India04-2005
Diploma - Tourism and Hospitality Management
Kingston college of IT and Management
London01-2012
Skills
- Shift Checklists
- Store Opening and Closing Procedures
- Sales Expertise
- Customer Service
- Accurate Cash Handling
- Staff Management
- Staff Training
- Customer Relations
- Pricing Strategies
- Recruiting and Hiring
- Store Displays
- Bank Deposit Procedures
- Bank and Safe Deposits
Languages
Gujarati
Proficient
C2
Hindi
Proficient
C2
English
Advanced
C1
Urdu
Advanced
C1
Timeline
Protection Adviser
Access Financial Services LTD
03.2025 - Current
Store Manager
BSM News Ltd
07.2016 - 01.2025
Parcel Delivery Driver Agency
Uk mail
01.2015 - 03.2016
Staff Member, Pizza delivery driver
Pizza Hut
05.2014 - 09.2014
Delivery driver
Sunfresh Grocery shop
03.2012 - 06.2013
Sales Manager
ING Vysya Life Insurance Co. Ltd
08.2008 - 01.2010
Sales Manager
Future Generali India Life Insurance Co. Ltd
10.2007 - 07.2008
Team Manager
Shriji Financial Services. Associate partner with ABN AMRO Bank
08.2005 - 09.2007
Sales Executive
Standard Chartered Bank
03.2002 - 07.2005
Certificates -
Financial Cunduct Authority
H.S.C -
Gujarat Higher Secondary Education Board
Diploma - Electrician
Diploma Institute
Bachelor Of Arts Degree -
Maharaja Sayajirao University
Diploma - Tourism and Hospitality Management
Kingston college of IT and Management