JAG MUMAN
Winnipeg
Summary
Professional Regional Director and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance partner engagement and boost performance.
Overview
17
17
years of professional experience
Work History
Regional Director
Qtrade
10.2023 - Current
- Managed and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Delivered comprehensive training sessions to build highly engaged partners capable of delivering on Qtrade's goals and objectives.
- Increased regional net sales by implementing targeted marketing strategies and fostering strong relationships with key clients.
- Cultivated culture of innovation, encouraging exploration and implementation of forward-thinking business practices with credit union partners.
Vice President of Sales and Marketing
CI Global Asset Management
09.2018 - 09.2022
- Worked closely with territory sales team to create quarterly business and marketing plans overseeing $2B in assets
- Organized and led numerous educational workshops and seminars for financial advisors, enhancing their understanding of the company's mutual fund products, investment strategies and practice management which led to an average of $150M in sales a year
- Leveraged CRM tools and data analytics to optimize sales pipeline management, enabling better prioritization of high-potential prospects and retention strategies
Associate Vice President
CI Global Asset Management
02.2016 - 09.2018
- Gained experience managing my own sales territory ($100M) and being accountable for building sales momentum in the independent brokerage sector
- Increased gross sales within my territory by over 50% year over year in 2017 by rebuilding broken relationships and prospecting
- Continued to find new and innovative ways to build sales momentum through event planning and targeted sales tactics
Inside Sales Associate
CI Global Asset Management
04.2012 - 02.2016
- Received extensive sales training which included consultative sales practices, in-depth prospecting skills and sales pipeline processes
- Aided in creating a high performance sales team managing $1B while working with a Vice-President through open communication, building on our differences, continuous learning, trust and respect
- Built experience using sophisticated sales and CRM tools such as Salesforce
Relationship Manager
CI Global Asset Management
08.2011 - 04.2012
- Learned vital skills when handling top priority clients (50-100M in assets each) which include professional rapport, objection handling and attention to detail
- Evolved into a liaison between our sales department and the administrative office (all departments) to handle any complex inquiries regarding platforms, product, investment analysis and trade execution
- Listened, empathized and leveraged company resources to meet desired outcomes
Financial Services Representative
CI Global Asset Management
07.2008 - 08.2011
- Learned all aspects of the investment fund industry including mutual funds, hedge funds, portfolio management and analytics
- Reenforced soft skills dealing with client unrest during times of market downturns such as the 2008/2009 global financial crisis
- Became a subject matter expert on segregated funds due to my in-depth knowledge of the product line
Education
Bachelor of Commerce - Major in Economics
University of Toronto
Toronto, OntarioSkills
- Strategic prospecting & marketing
- Communication
- Time management
- Sales pipeline processes
- Gaining commitment
- Staff training and development
- Relationship building
- Brand awareness
- Innovation and creativity
- Competitor analysis
- Partnership development
Timeline
Regional Director
Qtrade
10.2023 - Current
Vice President of Sales and Marketing
CI Global Asset Management
09.2018 - 09.2022
Associate Vice President
CI Global Asset Management
02.2016 - 09.2018
Inside Sales Associate
CI Global Asset Management
04.2012 - 02.2016
Relationship Manager
CI Global Asset Management
08.2011 - 04.2012
Financial Services Representative
CI Global Asset Management
07.2008 - 08.2011
Bachelor of Commerce - Major in Economics
University of Toronto
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