SANAT GUPTA
TORONTO,CANADA
Summary
Results-oriented Field Marketing Representative with a strong passion for sales and customer service in the banking industry.
Skilled in accurately identifying customer needs and providing effective financial solutions, consistently surpassing sales targets.
Proficient in processing various financial transactions such as withdrawals, bill payments, loyalty program points, and handling confidential financial information with utmost accuracy and compliance.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Field Marketing Representative
Kognitive Sales Solution
05.2024 - Current
- Provided exceptional customer service by assisting customers with PC Financial products, ensuring personalized experiences
- Processed financial transactions and promoted suitable banking solutions, maintaining accuracy and compliance with industry regulations
- Comfortable exceeding sales targets while delivering an exceptional customer experience in a retail banking environment
- Developed strong relationships with customers, ensuring transparency and clear communication on financial solutions and services
- Maintained high levels of integrity and confidentiality while handling sensitive financial information
- Contributed to a collaborative team environment, supporting new hires through coaching and training to drive team success
Payments & Rewards Representative
President's Choice Financial
03.2024 - Current
- Provided exceptional service and personalized experiences to retail store customers across PCF pavilions within Loblaw retail banners
- Demonstrated expertise in promoting and selling financial products to meet customer needs and enhance their financial well-being
- Approached 120 customers everyday, effectively promoting and selling a range of products and services including PC Optimum, PC Financial Mastercard, PC Money
Marketing Coordinator
Good to Great Solutions
12.2023 - 03.2024
- Managed and edited campaign assets for Rogers Telecom including social media graphics, website banners, digital ads (social, organic), and sales collateral, aligning with campaign objectives and target audience
- Ensured strict adherence to brand guidelines while creating strategic and creative deliverables to maintain brand consistency and integrity
- Established and nurtured friendly and professional relationships with customers, ensuring post-sales inquiries were addressed promptly and effectively.
- Building and generating reports through Salesforce and structuring raw data in a meaningful and informational manner
Education
Post Graduate Certificate - Marketing Management - Digital Media
George Brown College
Toronto, ON12.2023
Post Graduate Certificate - Project Management
Humber College
Toronto, ON12.2023
MICA - Advanced Certification in Digital Marketing
MICA Ahmedabad
12.2022
Bachelors - Business Administration (Major in Marketing)
Narsee Monjee Institute of Management Studies
12.2019
Skills
- Project Management
- MS Office
- Performance Analytics
- Content Marketing
- Customer service
- Team leadership
- Marketing strategies
- Product sales
Certification
- Inbound sales - Hubspot
- Google Ad Search
- Growing business with Facebook
- AODA - online training
Timeline
Field Marketing Representative
Kognitive Sales Solution
05.2024 - Current
Payments & Rewards Representative
President's Choice Financial
03.2024 - Current
Marketing Coordinator
Good to Great Solutions
12.2023 - 03.2024
Bachelors - Business Administration (Major in Marketing)
Narsee Monjee Institute of Management Studies
Post Graduate Certificate - Marketing Management - Digital Media
George Brown College
Post Graduate Certificate - Project Management
Humber College
MICA - Advanced Certification in Digital Marketing
MICA Ahmedabad
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