Summary
Overview
Work History
Education
Skills
Timeline
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Anjali Goyal

Toronto,ON

Summary

Dynamic sales professional with little over two years of experience in finance sales, passionate about leveraging my skills in outbound prospecting and lead generation to contribute to the growth of Clio as a Business Development Representative. Excited about building meaningful relationships and driving revenue growth in a collaborative environment.

Overview

4
4
years of professional experience

Work History

Associate Planner

TD Wealth
Toronto, Ontario
05.2022 - Current
  • Executing on a Sales Plan, i.e., cold calling prospects to identify quality leads by providing a unique TD Wealth value proposition, facilitating the accumulation of assets, and onboarding and converting prospects into TD Wealth clients.
  • Achieved 120% quarterly sales volume target multiple times, demonstrating passion for sales and adaptability to the constantly evolving sales environment.
  • Managing the existing client base for long-term profitability, understanding the needs of prospective clients, and delivering products and services that fit their needs.
  • Collaborating and partnering with other TD areas by referring clients, where appropriate, to build sales and market share.
  • Focusing on upskilling, i.e., improving sales techniques and objection handling, by participating in regular training sessions facilitated by TD Wealth and completing internal courses to improve product knowledge.
  • Leveraging Salesforce throughout the prospect journey, from the beginning of the onboarding process to when the prospect is finally converted into a client. Every client activity is recorded in Salesforce, making it a crucial indicator of meeting quarterly KPIs.

Investment Representative

RBC Direct Investing
Mississauga, Ontario
09.2020 - 04.2022
  • Proactively uncovered opportunities to match customer needs through effective communication and probing skills to help guide clients to available products and services offered by Direct Investing.
  • Worked within specified performance metrics for all client communication.
  • Actively promoted the capability and functionality of the RBC Direct Investing website and mobile capabilities, identifying self-service opportunities for clients.
  • Provided helpful and engaging, accurate and professional services to clients, including prompt and courteous completion of trade instructions via telephone or electronic means, all within regulatory requirements and guidelines.
  • Accurately executed client instructions within defined authorities and ensured clients had the means to meet trade settlement obligations.

Education

Post-Graduate Certificate - Financial Planning

George Brown College
Toronto, ON
04-2020

Master of Arts - Public Administration

Panjab University
Chandigarh, India
05-2014

Skills

  • Client Relationship Development
  • Strategic financial planning
  • Referral management
  • Pipeline generation
  • Lead prospecting
  • Contract negotiation and closing tactics
  • Sales prospecting
  • Performance Tracking
  • Relationship Building
  • Continuous professional improvement

Timeline

Associate Planner

TD Wealth
05.2022 - Current

Investment Representative

RBC Direct Investing
09.2020 - 04.2022

Post-Graduate Certificate - Financial Planning

George Brown College

Master of Arts - Public Administration

Panjab University

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Anjali Goyal