Pratham Kashyap
Toronto,ON
Summary
Sales professional with extensive experience in account and client relationship management. Cultivates, nurtures and maintains long-term customer relationships to boost sales and grow brand visibility.
Overview
7
7
years of professional experience
Work History
Senior Financial Advisor
Scotiabank
01.2024 - Current
- Improved client financial stability by assessing their current financial situation and developing customized plans.
- Generated new business leads through extensive networking, referrals, and strategic partnerships.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Delivered comprehensive wealth management solutions for high-net-worth individuals and families.
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
Banking Advisor
Scotiabank
03.2022 - 12.2023
- Assisted clients to open accounts, fulfill borrowing needs and save for their future by advising investment strategies
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Strengthened customer relationships through timely follow-ups and proactive communication.
- Improved branch sales performance by cross-selling various banking products and services.
- Developed strong rapport with clientele through active listening skills and empathetic understanding of their financial concerns.
Sales Account Manager
Avaal Technology Solutions
01.2020 - 03.2022
- Introducing SaaS Transportation Management System (TMS), eManifest Service/Software and Consulting Services (Including C-TPAT, PIP, CSA, Bonds) to Trucking Companies
- Experience using ZOHO CRM in managing customer profiles
- Expanded client base through strategic prospecting and effective networking activities.
- Achieved sales targets consistently by utilizing excellent communication and negotiation skills.
- Developed customized presentations to showcase product offerings tailored to individual client needs.
Account Manager
Food monks
09.2016 - 10.2019
- Expanded client base through targeted outreach efforts, resulting in increased revenue for the company.
- Increased customer satisfaction by providing personalized account management and addressing clients'' needs promptly.
- Collaborated with cross-functional teams to devise strategic plans for maximizing sales opportunities within assigned territory.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Education
Mutual Funds License -
IFIC
03.2023
Logistics Management -
Centennial College
09.2015
International Business Management -
Centennial College
09.2014
Bachelor of Commerce -
Birla Institute of Technology & Science
04.2013
Skills
- Client Assessments
- Business Development
- Client Engagement
- Organizational Skills
- Cross-Selling
Accomplishments
- Top advisor in Scotiabank 3/4 quarters 2023. Achieved 160% sales target in the 2023 fiscal year.
- Part of team that won Top 3 branch in GTA EAST 2023.
References
Available upon request
Languages
English
Native or Bilingual
Hindi
Full Professional
Timeline
Senior Financial Advisor
Scotiabank
01.2024 - Current
Banking Advisor
Scotiabank
03.2022 - 12.2023
Sales Account Manager
Avaal Technology Solutions
01.2020 - 03.2022
Account Manager
Food monks
09.2016 - 10.2019
Mutual Funds License -
IFIC
Logistics Management -
Centennial College
International Business Management -
Centennial College
Bachelor of Commerce -
Birla Institute of Technology & Science
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