PREETI CHIMA
Financial Advisor
Mississauga,Canada
Summary
~ 10+ years of success driving record levels of sales ~
Driven sales manager with extensive knowledge in penetrating new territories and promoting various product lines. Equipped to revitalize sales operations and successful at aligning, streamlining, and strengthening processes to maximize profits and client acquisition. A multifaceted leader committed to motivating others, I am a dedicated sales professional with a background in establishing and building brands, identifying new business opportunities, nurturing lucrative partnerships, and launching successful products.
I help companies save millions by anticipating client needs and delivering solutions using automation.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Financial Advisor
TD Canada Trust
05.2022 - Current
- Drive retention of 90% and deepen relationships by providing recommendations for education funding, investments, mortgages, retirement planning and other financial solutions.
- Increase assets under management by offering tailored investment solutions to clients for achieving their financial objectives by 69%.
- Grow assets under management through referrals and new business opportunities by collaborating with team members to resolve issues, delivering 78% higher satisfaction rate.
Investment Services Representative
RBC DIRECT INVESTING
06.2021 - 05.2022
- Achieved top 5% performance in client issue resolution stats and compliance, with a client retention rate of 95%.
- Enabled and educated clients on how to use technological platforms to efficiently manage their transactions, leading to 90% higher satisfaction rates.
- Delivered exceptional customer service by proactively engaging and collaborating with clients to resolve inquiries delivering an NPS score of 96%
- Selected for Subject Matter Expert, email, and Royal Bank liaison teams 4X faster than normal.
- Shortlisted as one of 8 employees (top 4%) across Canada to prepare for and clear Securities Exams in 7 weeks - scored in the top 5% of the team.
- Achieved a success rate of 98% compliance by adhering to compliance routines and controls and managing risks to ensure protection of client and shareholder interests.
Personal Training Manager
CRUNCH FITNESS
03.2019 - 06.2021
- Achieved 2nd highest sales revenue generator with sales revenue of $45K per month, surpassing targets by 450%
- Developed and implemented an app strategy by tying up with Trainerize in early 2020 that improved client engagement by 350% and filled a gap thus saving Crunch revenue of $62K/ month throughout the pandemic.
- Exceeded monthly/annual Personal Training Department revenue goals by $40K/month by implementing innovative marketing and sales promotion strategies.
- Hired, led and coached a team of 10 personal trainers and 18 FSRs, enhancing their sales and communication skills.
Clt Servicing, Sales & Social Media Mkt Specialist
PREETI CHIMA CONSULTING
04.2014 - 06.2021
- Developed an online presence for Aravali Trailhunters, growing their global following from 0 - 50,000+ in 3 months.
- Created a 360-degree business case for Steadfast Nutrition, launching various products and generating revenue of $1.5 million in 6 months.
- Collaborated with top athletes and fitness influencers, driving customer acquisition, and exceeding expected results by 100%.
- Conducted regular briefings, managed staffing, and volunteer needs, and delivered effective campaign management.
Account Manager - Advertising Sales
YAHOO! INDIA PVT. LTD
03.2007 - 11.2008
- Boosted sales by 150% with existing agency accounts and secured new relationships with 15 finance and 8 retail companies.
- Curated customized programming for India Fashion Week, resulting in optimal brand exposure for the clients thus generating revenue worth $65K over 1 week.
Account Executive - Advertising Sales
MTV NETWORKS PVT. LTD
09.2005 - 03.2007
- Acquired the single largest deal for Microsoft XBOX 360 worth $100K by creating customized programming specific to the launch
- Achieved annual sales of over $540,000 in Vh1 India by customizing cross-platform sponsorships and working across broadcast, print developers, and co-marketing teams
- Built and strengthened relationships with new and existing accounts, key stake holders and agencies to drive revenue growth, resulting in long-term partnerships.
Human Resources Executive
MAX NEW YORK LIFE INSURANCE INDIA
01.2004 - 12.2004
- Recruited and trained agents, resulting in a 20% increase in team size and business growth
- Developed an online performance management system & trained 100% of the organization (1300+ employees) on how to use it across India.
Education
Masters - Psychology (Organizational Behaviour
University of Delhi
06.2003
Bachelor of Arts - Psychology (Organizational Behaviour
University of Delhi
New Delhi, India06.2001
Skills
- Sales & Sales Presentations
- Prospecting
- Client Rapport Building & Customer Service Delivery
- Client Confidentiality
- Problem Solving
- Collaboration
- Decision Making
- Communication
- Project Management
- Team Management
- Training & Development
- Analytical Thinking
Certification
Tech Sales U - Intro to Tech Sales | Udemy
Conduct & Practices Handbook | CSI
Canadian Securities Course | CSI
Google Analytics for Beginners | Google
Digital Skills, Digital Marketing | Accenture
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Whether you think you can or whether you think you can’t, you’re right!
Henry Ford
Timeline
Financial Advisor
TD Canada Trust
05.2022 - Current
Investment Services Representative
RBC DIRECT INVESTING
06.2021 - 05.2022
Personal Training Manager
CRUNCH FITNESS
03.2019 - 06.2021
Clt Servicing, Sales & Social Media Mkt Specialist
PREETI CHIMA CONSULTING
04.2014 - 06.2021
Account Manager - Advertising Sales
YAHOO! INDIA PVT. LTD
03.2007 - 11.2008
Account Executive - Advertising Sales
MTV NETWORKS PVT. LTD
09.2005 - 03.2007
Human Resources Executive
MAX NEW YORK LIFE INSURANCE INDIA
01.2004 - 12.2004
Masters - Psychology (Organizational Behaviour
University of Delhi
Bachelor of Arts - Psychology (Organizational Behaviour
University of Delhi
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