Pulkit Sareen
Surrey,BC
Summary
Detail-oriented Marketing and Sales professional with 5+ years of experience in client facing roles, within the Asset Management Industry. Fiercely competitive in approach to acquire business with great negotiation skills. Committed to delivering exceptional customer service and exceeding sales goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Customer Service Associate, Pharmacy
Walmart
03.2022 - Current
- Provide primary customer support and resolve concerns with products or services to help with retention and drive sales
- Improve customer satisfaction ratings by addressing issues and fostering timely resolution
- Provided customer feedback to management and identified areas of improvement for products and services
Sales Expert
Brand Momentum
11.2022 - 03.2023
- Developed and implemented sales strategies, business development, and client retention
- Managed contract negotiations and fostered client relationships.
- Managed over 50 customer calls per day.
- Showcased product features to customers and discussed technical details to overcome objections and lock in sales
- Drove team revenue totals by bringing in top sales numbers
- Built rapport with customers and assessed needs to make product recommendations and upsell
Deputy Manager
Axis Bank Private Limited
03.2021 - 11.2021
- Achieved sales targets of bank products and provided superior service and support to consultants
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets
- Met with clients, delivering presentations, and educating on bank products and service features and offerings
- Conferred with customers each day to maintain current understanding of needs and preferences, resolve issues, and promote brand loyalty
Equity Sales Advisor
Aditya Birla Money Limited
03.2020 - 01.2021
- Helped clients build and execute wealth management strategies based on unique goals and objectives
- Brought business worth 500K CAD to the company
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs
- Advising/ HNI/Ultra HNI clients to buy/sell stocks on the basis of fundamental factors, technical indicators and news flow in various stocks
- Work in close coordination with the acquisition team to ensure all clients acquired from the assigned area are serviced and trade actively.
- Increased sales by offering advice on purchases and promoting additional products
Sales & Relationship Manager
Edelweiss Broking Limited
08.2018 - 02.2020
- Meet individual and team targets for net-new revenue, new mandates, and meetings.
- Brought business worth 500K CAD to the company.
- Grow pipeline of new sales and incremental business across allocated client portfolio.
- Act as a point of escalation for clients and the Client Service teams, ensuring best in class service is constantly being delivered.
- Enhance, build and grow relationships with executives at other Broker Dealer (BD) Firms by providing presentations.
Relationship Manager
ICICI Securities Limited
10.2016 - 07.2018
- Lead generation, proposal writing, and preparing presentation pitches for clients and cultivating lucrative client relationships
- Served as an advisor to the client delivering comprehensive and customized business products and solutions tailored to the financial growth needs of the business client
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service
Education
Post Baccelerate Diploma - Business Mana
Capilano University
North Vancouver, BC2023
Master of Administration - Marketing & Operations
Punjabi University
Punjab, India2016
Bachelor of Technology - Computer Science
Punjab Technical University
Punjab, India2014
Skills
- Strategic sales knowledge, sales expertise and negotiation
- Relationship building
- Cross-selling expertise
- Advanced knowledge of MS PowerPoint and Google Slides required for giving presentations to clients
- Market Analysis
- MS office ie Excel, Visio and Outlook
- Trilingual in English, Hindi and Punjabi
- Great oral and written communication, Phone etiquette, Active listener
Timeline
Sales Expert
Brand Momentum
11.2022 - 03.2023
Customer Service Associate, Pharmacy
Walmart
03.2022 - Current
Deputy Manager
Axis Bank Private Limited
03.2021 - 11.2021
Equity Sales Advisor
Aditya Birla Money Limited
03.2020 - 01.2021
Sales & Relationship Manager
Edelweiss Broking Limited
08.2018 - 02.2020
Relationship Manager
ICICI Securities Limited
10.2016 - 07.2018
Post Baccelerate Diploma - Business Mana
Capilano University
Master of Administration - Marketing & Operations
Punjabi University
Bachelor of Technology - Computer Science
Punjab Technical University
Similar Profiles
Lori VayoLori Vayo
Customer Service Representative at WalmartCustomer Service Representative at Walmart
SHAKERRA JACKSONSHAKERRA JACKSON
Lift Operator at WalmartLift Operator at Walmart
SHEHNAZPREET KAURSHEHNAZPREET KAUR
Customer Service Representative at WalmartCustomer Service Representative at Walmart