Aniket Gandhi
Toronto,ON
Summary
Experienced financial sales representative with a proven track record in creating customized financial solutions for clients in the credit card industry. Possesses expert knowledge of credit scores, product features, and customer behavior, allowing for exceptional credit solution analysis and recommendations. Committed to delivering outstanding results and building strong relationships with clients. Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
22
22
years of professional experience
Work History
Field Supervisor
SDI, KITE MARKETING
09.2001 - Current
- Maintain consistent MoM revenue growth while upholding high-quality standards in accordance with the code of conduct
- Ensure compliance with essential banking regulations, including "Know Your Customer" and "Know Your Product," to guarantee the relevance and suitability of financial products for clients
- Attained a 99% customer satisfaction rate in Q3, highest nationwide highlighting strong service quality and client relations.
- Resolved customer complaints to maintain satisfaction and loyalty.
Senior Financial Sales Representative
SDI, Kite Marketing
01.2023 - 09.2023
- Successfully expanded market reach to include cities such as Ajax, Pickering, Oshawa, Ottawa, Toronto, and Kingston resulting in increased customer base and sales
- Demonstrated commitment to ethical business practices by strictly adhering to banking protocols and code of conduct during the customer enrollment process
- Prospecting clients & advising the right financial tool according to customer needs
- Nominated for the Platinum Club for the month of February 2023 & was awarded the team player award for the month
- Mentoring newly hired sales representatives to up-skill their sales skill and help them to build their confidence and approach
- Featured on the monthly newsletter for February 2023 for the highest activations all over Canada
- Led the Platinum club for April 2023 as a team captain, motivating and directing the team
- Had the highest customer satisfaction rate nationwide of 98% in the month of April 2023.
Financial Sales Representative
SDI, Kite Marketing
08.2022 - 01.2023
- Responsible for maximizing sales leads by leveraging strong selling skills while assisting customers
- Manage customer expectations and diplomatically resolve customer concerns to maximize client satisfaction while adhering to company policies
- Engage & educate customers about PC financial master card & providing exceptional brand awareness to the customer
- Creating long-term positive relations with the Store managers & associates
- Participated in the Platinum club for the month of October 2022 & was awarded the team player award of the month.
Education
Diploma - Business Administration
Seneca College
Toronto, ON08.2023
Skills
- Financial Knowledge
- Sales Expertise
- Economic Trends
- Client Rapport-Building
- Client Needs Assessment
- Prospective Client Engagement
- Professional Industry Communication
- Mutual Funds and Liabilities
- Lead Generation
- Financial Services
- Client Counseling
Additional Information
- LICENCES AND SKILLS
Timeline
Senior Financial Sales Representative
SDI, Kite Marketing
01.2023 - 09.2023
Financial Sales Representative
SDI, Kite Marketing
08.2022 - 01.2023
Field Supervisor
SDI, KITE MARKETING
09.2001 - Current
Diploma - Business Administration
Seneca College
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