Summary
Overview
Work History
Education
Skills
Extra Curricular Experience
Certification
Accomplishments
Languages
Timeline
Generic

Amrit Bedi

Summary

Results-driven business development and sales professional with extensive experience in client acquisition, financial sales, and relationship management. Skilled in prospecting, generating pipeline, and driving revenue growth through strategic outreach, and consultative sales techniques. Adept at assessing customer needs, identifying business opportunities, and collaborating with cross-functional teams to optimize sales performance. Passionate about leveraging data-driven insights and CRM tools to build meaningful client relationships, and achieve sales targets.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Mortgage Retention Specialist

BMO Bank of Montreal
03.2024 - Current
  • Generated over $104 million in mortgage renewals in Q1, exceeding industry benchmarks for client retention.
  • Prospected and referred over $13 million in balance transfers to home financing and investment teams, contributing to business growth.
  • Developed deep relationships with clients, leveraging a consultative sales approach to identify financial needs and provide tailored solutions.
  • Ensured compliance with regulatory requirements while optimizing sales performance and customer satisfaction.

Customer Service Representative

BMO Bank of Montreal
Mississauga
03.2023 - 03.2024
  • Managed inbound and outbound sales inquiries, driving customer engagement and loyalty through personalized financial solutions.
  • Consistently exceeded sales and referral targets, contributing to branch revenue growth and overall performance.
  • Conducted account research and strategic planning to identify upsell and cross-sell opportunities within existing customer portfolios.
  • Delivered an exceptional customer experience by addressing concerns and proactively suggesting relevant financial products and services.

Logistics Coordinator

AKB Transportation
Brampton
07.2022 - 03.2023
  • Streamlined order processing and tagging methods, resulting in a 12% reduction in delivery mistakes and increased operational efficiency
  • Implementing a customer management system improved delivery service, increasing client happiness and dependability
  • Conducted market research and client outreach, improving customer satisfaction and increasing service reliability.
  • Implemented CRM tools to track customer interactions and optimize business development efforts.

Pre-Delivery Inspection Specialist

FCA Fiat Chrysler Automobiles
06.2020 - 03.2022
  • Thoroughly inspected over 100 automobiles, by testing and measuring every shift to ensure compliance with quality and safety requirements
  • Identified production difficulties and worked with supervisors to determine the main reasons and execute appropriate remedies, minimizing operational interruptions
  • Daily inspections of facility equipment and machinery were conducted to ensure optimum operation and compliance with safety rules
  • Inspection results were documented and distributed to appropriate departments, allowing for continual improvement of manufacturing quality and procedures

Education

Bachelor of Business Administration - Finance

University of Guelph Humber
Toronto, ON
04.2023

Skills

  • Business Development & Prospecting
  • Outbound & Inbound Sales
  • Client Relationship Management
  • Pipeline Generation & Lead Qualification
  • Strategic Account Planning
  • Cold Calling & Sales Outreach
  • CRM Systems & Data Analysis
  • Market Research & Competitive Analysis
  • Sales Strategy & Execution
  • Process Optimization & Team Collaboration

Extra Curricular Experience

  • Event Coordinator, Guelph Humber Punjabi Association, 09/01/22, 04/01/23, Organized campus events and fundraisers, coordinating logistics, managing resources, and ensuring smooth execution with high engagement levels and positive attendee feedback., Designed promotional materials, including event posters, and expanded reach through social media networking., Analyzed planning services and identified opportunities for process improvements, enhancing event efficiency.
  • Student Volunteer, Liberal Party of Canada, 05/01/15, 10/01/15, Engaged in campaign activities, including canvassing, phone banking, and organizing events to promote Liberal Party candidates and their platforms., Assisted in managing social media accounts, creating content, and promoting the party's message to a broader audience., Supported the planning and execution of fundraising events, and campaign rallies to connect with voters and stakeholders.

Certification

Investment Funds in Canada (IFIC)

Accomplishments

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Languages

English
Native/ Bilingual
Hindi
Professional
Punjabi
Professional
Urdu
Professional

Timeline

Mortgage Retention Specialist

BMO Bank of Montreal
03.2024 - Current

Customer Service Representative

BMO Bank of Montreal
03.2023 - 03.2024

Logistics Coordinator

AKB Transportation
07.2022 - 03.2023

Pre-Delivery Inspection Specialist

FCA Fiat Chrysler Automobiles
06.2020 - 03.2022

Bachelor of Business Administration - Finance

University of Guelph Humber
Amrit Bedi