Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ajay Haridas

Toronto,ON

Summary

Developed robust client relationships while overseeing financial workflows and project activities related to budget management. Executed comprehensive analyses to pinpoint operational efficiencies and enhance service delivery. Seeking to apply financial expertise, project management capabilities, and analytical skills in client financial management roles. Focused on contributing to effective budget coordination and improving reporting practices in a dynamic project setting.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Consultant

Noetic Marketer
Toronto, Canada
04.2024 - Current
  • Served as primary contact for key clients, managing relationships and understanding unique business needs.
  • Provided strategic guidance and ongoing support to drive revenue-generating initiatives, achieving a 20% increase in annual revenue targets.
  • Developed a B2B sales strategy utilizing CRM tools and data analytics, driving a 30% increase in client acquisition over six months.
  • Directed sales development initiatives using CRM analytics and Salesforce, resulting in a 15% improvement in lead qualification and conversion rates.
  • Orchestrated a revenue generation strategy by collaborating with cross-functional teams, leveraging CRM insights for a 25% increase in quarterly revenue.
  • Drove measurable business growth through effective pipeline management and strategic planning.

Customer Strategy and Onboarding Lead

TD Canada Trust
Toronto, Canada
11.2020 - 06.2022
  • Spearheaded learning development processes with cross-functional teams, achieving a 20% increase in customer satisfaction within six months.
  • Developed business design strategies integrating CRM insights, resulting in a 20% rise in tailored financial solutions over four months.
  • Evaluated CRM performance metrics to optimize service delivery, enhancing operational efficiency by 15% and reducing response time by 20% in six months.
  • Orchestrated onboarding projects to streamline the client journey, leading to a 25% reduction in setup time over three months.
  • Coordinated CRM touch point optimization, increasing positive customer interactions by 30% within four months through data-driven strategies.

Financial Services Representative

TD Canada Trust
Toronto, Canada
08.2018 - 11.2020
  • Orchestrated targeted CRM campaigns, boosting client satisfaction by 25% within one year.
  • Cultivated team performance through cross-training on CRM tools, enhancing efficiency by 30% in three months.
  • Led financial advisory initiatives that drove a 40% increase in customized client solutions over five months.
  • Utilized CRM systems to streamline inquiry management, achieving a 25% reduction in response times.

Education

Master's of International Management - International Management

Geneva Business School
Geneva, Switzerland
07-2024

Bachelor's of Commerce - International Management

University of Ottawa
Ottawa, Canada
04-2018

Skills

  • CRM & Client Strategy
  • Project Management
  • Financial Analysis
  • UI/UX Awareness
  • B2B/B2C Sales
  • Brand Compliance
  • Data-Driven Solutions
  • Salesforce
  • Onboarding Optimization
  • Product & Ops Strategy
  • Marketing & Communication

Certification

Chartered Financial Analyst - Level 1, CFA Institute

Actively Pursuing CFA Level 1 - Exam Date: 11/25

Timeline

Consultant

Noetic Marketer
04.2024 - Current

Customer Strategy and Onboarding Lead

TD Canada Trust
11.2020 - 06.2022

Financial Services Representative

TD Canada Trust
08.2018 - 11.2020

Master's of International Management - International Management

Geneva Business School

Bachelor's of Commerce - International Management

University of Ottawa

Similar Profiles

CREATE PROFILE
Ajay Haridas