SATVIR DHANOA
Airdrie,Canada
Summary
Resourceful Account Manager with excellent client oversight, issue resolution, and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.
Overview
6
6
years of professional experience
Work History
Account Manager, Small Business
TD Canada Trust
11.2023 - Current
- Consistently exceeded sales and performance targets by implementing strategic client acquisition and retention plans
- Proactively sourced new clients and expanded the small business portfolio through networking, referrals, and market analysis
- Conducted detailed client assessments to identify needs and tailor financial solutions, including credit facilities, merchant services, and cash flow management
- Built and nurtured strong client relationships, ensuring high satisfaction and long-term loyalty
- Partnered with cross-functional teams to deliver comprehensive financial solutions
- Led client onboarding and training sessions to ensure seamless transitions and optimal use of TD's financial products and services
- Utilized CRM tools to maintain accurate client data, monitor sales pipelines, and ensure timely follow-ups
- Managed key accounts to ensure customer satisfaction and retention.
- Collaborated with sales team to identify opportunities for account expansion.
- Improved client engagement by implementing personalized communication strategies.
- Resolved client issues promptly to maintain high levels of satisfaction.
- Developed strong relationships with clients, fostering loyalty and repeat business.
Business Banking Specialist
TD Canada Trust
05.2021 - 11.2023
- Provided exceptional outbound advice support to customers
- Generated business and acquired new customers through diverse promotional, outreach and networking strategies.
- Delivered exceptional customer service, fostering trust between the bank and its clients.
- Opened small business accounts, Condo corporation accounts, AgriInvest Accounts, Formal Trust accounts, Election accounts, and completed business signing authority changes for business customers
- Evaluated and assessed credit applications for small businesses and advised them on suitable financial products
- Proactively explored additional customer needs, referring them to TD partners for comprehensive solutions
- Played a key role in training new hires and resolving escalations through expertise
- Contributed to pilot projects by identifying gaps and implementing effective resolutions
Loyalty and Advice Small Business Specialist
TD Canada Trust
10.2020 - 05.2021
- Delivered exceptional sales support via inbound and outbound calls
- Guided small business owners by providing expert advice on financial strategies.
- Identified improvement areas in processes and enhanced the end-to-end customer journey
- Facilitated training sessions for new hires and recognized for outstanding performance and compliance
Small Business Inbound Specialist
TD Canada Trust
06.2019 - 10.2020
- Delivered exceptional small business banking and credit card support to customers
- Identified customer needs and recommended appropriate bank products
- Managed diverse small business account profiles and ensured timely support
Education
Advanced Diploma - Food Science Technologist
Centennial College
05.2013
Bachelor of Science - Biotechnology Engineering
Lovely Professional University
04.2011
Skills
- Strong Communication and Interpersonal Skills
- Proven Sales and Negotiation Expertise
- Client Relationship Management
- Financial Analysis and Consultative Selling
- CRM and Pipeline Management
- Strategic Planning and Market Analysis
- Client retention
Languages
English
Full Professional
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Urdu
Professional Working
Timeline
Account Manager, Small Business
TD Canada Trust
11.2023 - Current
Business Banking Specialist
TD Canada Trust
05.2021 - 11.2023
Loyalty and Advice Small Business Specialist
TD Canada Trust
10.2020 - 05.2021
Small Business Inbound Specialist
TD Canada Trust
06.2019 - 10.2020
Bachelor of Science - Biotechnology Engineering
Lovely Professional University
Advanced Diploma - Food Science Technologist
Centennial College
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