Cesar Alcantara
69 Chippewa Avenue,Canada
Summary
Performance-oriented Sales Leader offering exceptional record of achievement over 11-year career. Tenacious leader with strategic and analytical approach to solving problems, bringing in customers and accomplishing profit targets. Talented in identifying and capitalizing on emerging market trends and revenue opportunities.
Overview
13
13
years of professional experience
Work History
Business Manager
London's Airport Kia
2023.06 - Current
- Processed loan applications and monitored progress from start to finish.
- Negotiated loan terms and conditions with customers to secure best deal.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Developed and maintained relationships with customers, lenders and other third parties.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Explained very technical financial information to applicants in easy to understand language.
- Compiled closing packages for drafting and presentation accuracy.
- Promoted new and used vehicle sales to exceed dealership volume, gross profit and customer expectations.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
Sales Consultant
Bell Canada
2022.08 - 2023.06
- Created detailed sales presentations to communicate product features and market data.
- Cold called and conducted face-to-face sales calls with C-level executives and directors in assigned sales territory.
- Conducted on-site product demonstrations to highlight features, answer customer questions and redirect concerns toward positive aspects.
- Implemented up-selling strategies, encompassing recommendation of accessories and complementary purchases.
- Targeted and prospected for new business through telemarketing, individual creativity and innovation.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Developed and implemented comprehensive business strategies and sales and marketing plans that complemented overall corporate operating plan.
- Researched competitors' activities and products to uncover new trends
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- 2020 & 2021 Top Performer. Top Sales Consultant for the Southwest Region.
Sales and Leasing Consultant
Finch Hyundai
2021.10 - 2022.08
- Qualified buyers by matching requirements and interests to various car or truck models and discussing finance options.
- Negotiated purchase prices and explained sales, warranty and optional products.
- Met customers on lot and in showroom to discuss available vehicles and options.
- Drove team revenue totals by bringing in top sales numbers.
- Followed-up on warm Internet leads and responded to customer questions about vehicle availability, price and options while fielding inquiries from various marketing websites.
- Promoted new and used vehicle sales to exceed dealership volume, gross profit and customer expectations.
- Established and devised strategy to meet personal goals consistent with dealership standards of productivity.
Sales Consultant
Bell Canada
2019.11 - 2021.10
- Maximized customer retention by resolving issues quickly
- Was able to achieve Bell's Top performer 2020 and 2021 program status for the Southwest Region.
- Helped other Bell locations to train struggling sales consultants and helped other locations with Sales
- Ran a small business prime ship focusing on growing year over year sales
- Led the region in Warranty signups for Hardware upgrade and new Activations.
- Coached outliers with my manager
- Applied knowledge of market and full range of innovative and unique products to meet customer needs, expanding company's customer base.
- Currently Running the Small Business program for the Southwest Region with a 75% increase from 2020.
- Improved sales by managing sales lifecycle from lead generation through contract negotiations and closings.
Managing Director
Wise Star Wealth
2017.01 - 2019.12
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
- Managed $7.9 AUM in client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
- Coached and advised clients in business plans and processes to achieve profit objectives.
- Kept client financial plans optimized for current market trends and economic conditions.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Expanded customer base through community outreach and strategic business partnerships.
- Guided clients through compiling important financial histories and documentation for evaluation.
- Proved successful working within tight deadlines and fast-paced atmosphere.
Corporate Sales Manager
Mac Outpost
2018.11 - 2019.11
- Developed sales strategy based on research of consumer buying trends and market conditions.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Delivered engaging sales presentations to new clients, explaining technical information in simplified language to promote features and increase client base.
- Created effective strategies to target new markets after researching and analyzing competitor behavior.
- Monitored metrics and marketing investments to assess performance and implement continuous improvements.
- Closed lucrative sales deals using strong negotiation and persuasion skills.
- Held meetings with director to identify techniques to overcome sales obstacles.
- Organized promotional events and interacted with community to increase sales volume.
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies.
- Reduced expenses by effectively negotiating contractor prices, terms and service agreements.
- Handled customer relations issues, enabling quick resolution and client satisfaction.
- Grew businesses by adopting market expansion strategy to serve different customer needs.
Financial Services Representative
TD Canada Trust
2015.10 - 2017.03
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Expanded customer base through community outreach and strategic business partnerships.
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
- Proactively lead and extended Lobby Leadership program to ensure that Customer Lounge, Self-Service Areas and Main lobby were consistently interactive and welcoming first touch point spaces where sales leads and customer extension could be created and extended
- Always exceeded sales goals by 150% and was 2016 TD Champion (Top 50 Advisors in Canada)
- Guided clients through compiling important financial histories and documentation for evaluation.
Customer Relations Coordinator
TD Canada Trust
2014.11 - 2015.10
- Developed strategies to increase customer satisfaction.
- Resolved customer issues and escalations with efficiency and diplomacy.
- Supervised daily operations and sales functions to maximize revenue, customer satisfaction and employee productivity.
- Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes and followed up to achieve resolution.
- Recruited and trained customer relations team members and provided daily leadership.
- Built partnerships with diverse internal teams and sales, finance and operations departments to streamline processes.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems and following up with potential and existing clients.
- Established performance and service goals and held associates accountable for individual performance.
- Assisted with conflict resolution during partnership negotiations and acquisitions.
- Managed customer relations on ongoing basis to maximize customer retention.
Partner Service Representative
TD Canada Trust
2013.08 - 2014.11
- Reviewed Mortgage files and updated to match current standards.
- Worked with underwriters to fix application problems and resolve issues.
- Filed completed Mortgage applications with underwriting and made approval or denial recommendations.
- Verified credit histories, personal references and employment backgrounds for each applicant
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
- Reviewed Mortgage files and updated to match current standards.
- Supported other operational teams with financial transactions and account maintenance
- Set up and completed Mortgage submission packages.
- Checked daily reports each morning to identify priorities or issues for escalation to supervisor
- Upheld complete confidentiality of all submitted information according to release guidelines.
Customer Service Representative
TD Canada Trust
2011.03 - 2013.08
- Educated customers on use of banking website and mobile apps.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Calculated fees due, interest and change for customer transactions.
- Executed wire transfers, stop payments and account transfers.
- Established rapport with new clients to increase satisfaction and loyalty.
- Conducted regular proof work and followed up on chargebacks and deposit corrections.
- Oversaw daily operations to ensure high levels of productivity.
- 2011 and 2012 TD Canada Trust Champion. Top 100 Customer Service Representative in Canada by achieving 150% in sales revenue and Wealth refferals.
Education
Certificate: Investment Funds in Canada
CSI
Toronto, ONCertificate: Personal Financial Services Advice
CSI
TorontoCertificate: Life License Qualification Program
Advocis
TorontoCertificate: Mortgage Agent Course
REMIC
Toronto, ONCertificate: Responsible Investment Specialist
RESPONSIBLE INVESTMENT ASSOCIATION
Toronto, ONOMVIC
Georgian College of Applied Arts And Technology
Barrie, ONHigh School Diploma -
Academy Of Christian Excellence Montessori
PhillipinesSkills
- Strategic Planning
- Staff Training
- Partnership Development
- Financial Oversight
- Business Planning
- Customer Service
- Contract Management
- Loss Prevention
- Employee Management
- Documentation and Reporting
- Client Relationship Management
- Customer Retention
Languages
Timeline
Business Manager
London's Airport Kia
2023.06 - Current
Sales Consultant
Bell Canada
2022.08 - 2023.06
Sales and Leasing Consultant
Finch Hyundai
2021.10 - 2022.08
Sales Consultant
Bell Canada
2019.11 - 2021.10
Corporate Sales Manager
Mac Outpost
2018.11 - 2019.11
Managing Director
Wise Star Wealth
2017.01 - 2019.12
Financial Services Representative
TD Canada Trust
2015.10 - 2017.03
Customer Relations Coordinator
TD Canada Trust
2014.11 - 2015.10
Partner Service Representative
TD Canada Trust
2013.08 - 2014.11
Customer Service Representative
TD Canada Trust
2011.03 - 2013.08
Certificate: Investment Funds in Canada
CSI
Certificate: Personal Financial Services Advice
CSI
Certificate: Life License Qualification Program
Advocis
Certificate: Mortgage Agent Course
REMIC
Certificate: Responsible Investment Specialist
RESPONSIBLE INVESTMENT ASSOCIATION
OMVIC
Georgian College of Applied Arts And Technology
High School Diploma -
Academy Of Christian Excellence Montessori
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