Work History
Education
Skills
Work Availability
Quote
Timeline
Certification
Languages
Overview
Hi, I’m

MOHIT LOHIA

Vancouver,BC

Work History

Core Financial

Financial Services Broker
01.2023 - Current

Job overview

  • Managing and scaling financial services agency, overseeing 10 members.
  • Scheduling and running 20-30 weekly financial meetings (Literacy Cycles, Needs Analysis, Strategy Planning) for clients/team; closing meetings on a variable basis.
  • Fulfill ongoing training requirements attending weekly seminars on tangible/transferrable skillsets (negotiation, follow-up, leadership, sales) and seminars on personal development and financial training (tax deferral strategies, monthly market updates, mutual & segregated funds, Universal/Whole Life).
  • Key Skills: warm/cold outreach, business development, presentations, relationship management, mentorship.

Canna Cabana

Shift Leader
10.2022 - Current

Job overview

  • Preparation of EOD summary & sales reports; regular communication on goals & deliverables (IPT, daily sales summary, cash management) for Area and District Managers.
  • Receiving + sorting $15-$80k inventory weekly, responsible for product placement and merchandising retail store.
  • Consistently achieving top 3 store KPI's (IPT & highest daily sale), increasing sales revenue for Yaletown by 20-30% at an avg. $60/transaction.
  • Trained 6 new employees on product knowledge, sales strategies (upselling, customer pain points, solution selling), customer service and building relationships for recurring clientele.
  • Key Skills: customer service, upselling, relationship management, training, supervising.

Marble Financial Inc.

Business Development Manager
09.2022 - 03.2023

Job overview

  • Worked with Sales Manager to improve sales strategies implemented via automation, email marketing, cold-calling and sales pitching.
  • Played an instrumental role in bringing in referral partner who was key to success of newly launched SaaS product - Accumulate.AI.
  • Led demonstrations on 2 key Marble product offerings (Marble Financial Wellness and Accumulate.AI)
  • B2B (55-65) and B2C (65-75) cold-calls selling various Marble products, whilst managing variable daily tasks common to startup environment.
  • Dynamically improved product pitch + placement alongside Marketing Director to align with Marble's 'Drive Away Today' A.I. tool.
  • Gathered and provided key automotive industry insights to leadership team, discovered through cold-calls & market research.
  • Facilitated introduction of Zoom Info OS as a sales tool; experience with SalesForce CRM, Microsoft 365, Fellow, Ring Central.

The Pit Nightclub

Bartender Team Lead
07.2021 - 04.2022

Job overview

  • Excelled in high-pressure environment, managing an avg. of 60 orders per hour; achieved highest number of customers served per shift, at an avg. of 120 drinks sold per hour.
  • Supervised and onboarded 6 new staff members, creating training documents and frameworks to accelerate training; 30% reduction in process time.
  • Oversaw implementation of 10+ promotional events with corporate partners like Bacardi, Bumble, and Jack Daniels.
  • Key Skills: multitasking, presentation, communication, cash management.

Education

University of British Columbia (UBC)
Vancouver, BC

Bachelor of Arts from Sociology And Minor in Commerce
05.2022

University Overview

Relevant Coursework:

  • Marketing Management, Business Finance, Social Statistics, Macro & Microeconomics.

Alpha Delta Phi:

  • Introduced CRM tool to connect 1000+ alumni with active members to provide career coaching and mentorship
  • Organized monthly social events for alumni to connect with active members.

School16, Mentee
USA

Tech Learning Accelerator - Online from How To Break Into Non-Coding Tech Jobs
09.2021

University Overview

  • 8-week learning accelerator to grow hard & soft skills specific to the SaaS/Tech industry.
  • Relevant Coursework: Intro to digital marketing, foundation of direct sales, operations & project management, software product management.

Skills

  • Lead generation and cold-calling
  • Lead verification and pre-qualification
  • Team building
  • Persuasion and grit
  • Quick recovery time
  • Adaptive and dynamic
Availability
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Quote

The mind that created the problem cannot solve it

Timeline

Financial Services Broker
Core Financial
01.2023 - Current
Shift Leader
Canna Cabana
10.2022 - Current
Business Development Manager
Marble Financial Inc.
09.2022 - 03.2023
Bartender Team Lead
The Pit Nightclub
07.2021 - 04.2022
University of British Columbia (UBC)
Bachelor of Arts from Sociology And Minor in Commerce
School16, Mentee
Tech Learning Accelerator - Online from How To Break Into Non-Coding Tech Jobs

Certification

  • Life License Qualification Program (LLQP) - Insurance Council of BC
  • Selling It Right
  • Serving It Right


Languages

English
Hindi
French

Overview

3
years of professional experience
1
Certificate

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