Janam Patel
Toronto,ON
Summary
Market management professional with expertise in driving sales growth and optimizing market strategies. Proven ability to collaborate effectively with teams and adapt to evolving market conditions. Proficient in market analysis, strategic planning, and managing client relationships with experience in financial services industry with advanced knowledge of financial securities and investments.
Overview
8
8
years of professional experience
Work History
Market Manager
Sherwin Williams Paints
04.2025 - Current
- Develop business strategies to boost sales and enhance profitability.
- Achieve sales goals by training and motivating store employees.
- Maintain comprehensive product knowledge for effective customer recommendations.
- Cultivate strong relationships with wholesale and retail customers.
- Manage store administration while ensuring policy compliance.
- Conduct Job site visits and business meetings to asses client's needs and provide product demonstration with detailed technical explanation
Assistant Store Manager
Sherwin Williams Paints
10.2023 - 03.2025
- Ensure high levels of customers satisfaction through excellent service
- Assisted the Store Manager in analyzing sales data to identify trends and make informed decisions for improving overall store performance.
- Ensure compliance with policies and procedures including safety, loss prevention, and security
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
Sales Associate
Sherwin Williams Paints
04.2022 - 10.2023
- Proactively assisted customers in selecting suitable products.
- Built relationships with customers to encourage repeat business.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
Equity Advisor
Motilal Oswal Financial Services Ltd
06.2020 - 09.2021
- Facilitated client understanding of complex financial securities to achieve financial objectives.
- Conducted equity trading and managed client portfolios with customized investment strategies.
- Ensured portfolio diversification through mutual funds and insurance products.
- Developed strong client relationships by providing dedicated support.
- Promoted technology adoption by guiding clients in mobile application usage for financial management.
- Achieved personal and team objectives through collaboration and teamwork.
Business Development Associate
Aditya Business Solutions
08.2017 - 09.2019
- Secured new leads in target market via traditional marketing methods and social media outreach.
- Oversaw client relationship management database to ensure data integrity.
- Partnered with Human Resources head to discover potential clients and enhance service quality.
- Assisted customers by gathering information, resolving issues, and facilitating quick solutions.
Education
Post-Graduate Certificate - Financial Planning And Wealth Management
Lambton College
Toronto, ON08-2023
Bachelor of Commerce - Accounting And Finance
Mumbai University
Mumbai, India11-2020
Skills
- Sales operations
- Client relations
- New product launch
- Advanced knowledge of Excel and Powerpoint
- Understanding of Financial Products
- Strategic planning
- Competitive analysis
- Analytical problem solver
- Time management
Qualifications and Certifications
- CFA Level 2 Candidate
- Investment funds in Canada (IFIC)
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Market Manager
Sherwin Williams Paints
04.2025 - Current
Assistant Store Manager
Sherwin Williams Paints
10.2023 - 03.2025
Sales Associate
Sherwin Williams Paints
04.2022 - 10.2023
Equity Advisor
Motilal Oswal Financial Services Ltd
06.2020 - 09.2021
Business Development Associate
Aditya Business Solutions
08.2017 - 09.2019
Post-Graduate Certificate - Financial Planning And Wealth Management
Lambton College
Bachelor of Commerce - Accounting And Finance
Mumbai University
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