Summary
Overview
Work History
Education
Skills
Timeline
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SAMAR NANDA

Toronto

Summary

Dedicated executive financial sales associate and administrative professional with successful experience in a fast-paced office and sales settings with a thorough University level background from the University of Toronto. Organized and dedicated with proven track record of providing exceptional customer service while driving increased sales, hence elevating company profile with target market. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.

Overview

2026
2026
years of professional experience

Work History

Account Specialist

Hybrid Financial
03.2024 - 04.2025


  • Working with clients in a multitude of industries e.g. bio-tech, energy and utilities, real estate, precious metals / commodities
  • Contributing to $2M of sales in-flows over the course of the year as part of the investor relations team
  • Demonstrating market and industry knowledge when communicating with clients
  • Utilizing CRM systems to track prospective leads and produce weekly and monthly client reports
  • Conducting mandate research to leverage economic and macro concepts when communicating with clients
  • Building pivotal relationships with financial institutions to generate engaged leads and drive results for client accounts
  • Collaborating with my team to develop innovative outreach strategies for clients
  • Assisting with administrative tasks and projects as needed by senior team members
  • Developing and maintaining an understanding of various industries and financial products (Equities and Fixed-Income Securities)
  • Monitoring our clients stock performance and demonstrating the ability to adapt conversations depending on fluctuations in stock prices or distribution

Administrative Assistant/Recruiter Specialist

Lucent Marketing Group
05.2023 - 02.2024
  • Prospecting, filtering, pitching, and scheduling up to 150-200 highly qualified candidates for open positions, dependant on office needs
  • Providing a drastic increase in booking numbers and retention by 55% which resulted in an office promotion
  • Developing and executing recruitment strategies to attract top talent with expertise in Applicant Stream, LinkedIn Recruiter, and other infrastructure technologies

Sales and Marketing Lead Executive Representative

6ix Management
03.2022 - 04.2023
  • Demonstrating strong interpersonal skills by expertly communicating with over 80 high value clients daily through B2C marketing
  • Scheduling and facilitating 3 meetings weekly to revise and develop previous aforementioned sales and marketing strategies
  • Collaborating closely with upper management by inputting growth and retention strategies for recruiting, decreasing turnover by 13%
  • Implementing ways to adapt a sales pitch in order to ensure success regardless of a change in consumer interactions
  • Embodying strong leadership skills demonstrated through producing a 6 week game plan for new sales and marketing hires in order to ensure that training of new sales representatives run smoothly at 6ix Management
  • Exemplifying strong digital technology skills using CRM systems (Salesforce) to determine the location and outcomes of sales pitches

Research Intern

University Of Toronto
  • Working alongside Professor Susannah Bunce on the Highland Creek Watershed Project
  • Exemplory research and data extraction skills demonstrated by compiling over 40-50 historical databases and archivals daily
  • Organizing and summarizing articles from various databases including: ProQuest, JSTOR, Google Scholar
  • Leveraging extensive communication skills by conducting a series of interviews to the locals in the Highland Creek area in order to extrapolate qualitative and quantitative data
  • Reading and summarizing articles and inputting/organizing them into a database; using Google Sheets and Microsoft Excel

Executive Assistant Intern

San Francisco Playhouse
  • Assisting the casting director in casting main-stage productions, managing all communication with potential candidates, and making phone calls to confirm call-backs
  • Managing all logistics and scheduling including meetings, rehearsals, auditions, and performances
  • Contributing excellent interpersonal and communication skills exemplified through conversing with customers for ticketing and increasing ticket sales by 6.5%
  • Demonstrating thorough knowledge in Adobe InDesign and Photoshop in order to assist in the development of marketing materials (posters, leaflets, pamphlets, banners, etc.)

Education

Bachelor of Arts - City Studies And Political Science

University of Toronto

High School Diploma -

Jumeirah College

Skills

  • Interpersonal
  • Communication
  • Leadership
  • Project Management
  • Conflict Resolution
  • Sales & Marketing Tactics
  • Financial Products & Services
  • Investor Relations

  • Negotiation skills
  • Proposal Preparation
  • Research and Quantitative Data Analysis
  • Records Management Systems
  • Development Planning Skills‎‎‎
  • Adobe Software: InDesign, Lightroom, Photoshop
  • Microsoft Office: Word, Excel, PowerPoint, OneNote

Timeline

Account Specialist

Hybrid Financial
03.2024 - 04.2025

Administrative Assistant/Recruiter Specialist

Lucent Marketing Group
05.2023 - 02.2024

Sales and Marketing Lead Executive Representative

6ix Management
03.2022 - 04.2023

High School Diploma -

Jumeirah College

Research Intern

University Of Toronto

Executive Assistant Intern

San Francisco Playhouse

Bachelor of Arts - City Studies And Political Science

University of Toronto
SAMAR NANDA