Shruti Patel
Sales Manager
Toronto,ON
Summary
Goal-oriented manager with distinguished experience in Finance and Sales industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent. Learned a very strategic and analytical approach to solving problems from the experience.
Overview
4
4
years of professional experience
3
3
Certification
Work History
Inbound Sales Team Manager
Bell Mobility
08.2022 - Current
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
- Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue.
- Defined clear targets and objectives and communicated to team members.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Discussed sales strategies and promotional plans with VP of Sales on regular basis.
- Managed revenue models, process flows, operations support and customer engagement strategies.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Directed sales support staff in administrative tasks to help sales reps close deals.
- Evaluated performance against goals and implemented appropriate development plans.
Sales Subject Matter Expert
Bell Mobility
08.2021 - 07.2022
- Collaborated with senior management and business line management to identify and prioritize new concepts for development and launch.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Supervised sales team of 25 people, stepping in to support employees and deliver smooth sales processes for clients.
- Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
- Achieved monthly sales goals by promoting product benefits and enrolling new clients.
- Evaluated consumer usage and detailed current promotions and services to fit needs.
- Upsold customers by recommending accessories, BRS and other products and services to increase revenue.
- Achieved all stars for successful completion of Bell Mobility CDS initial training course.
- Maintained 100% attendance record.
- Consistently exceed sales quota month after month.
Account Officer (Contract Base)
CIBC
05.2021 - 08.2021
- Researched, reviewed and evaluated bank customer investment and credit cards portfolios.
- Developed and presented details analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Monitored, managed and developed investments such as Mortgages, Line of credit, Student Loans and Business Loans.
- Cultivated client relationships through Microsoft teams, One on One Zoom call and over call.
- Stayed up to date on regulations and tax laws affection each fund to prevent management impropriety.
- Processed wire transfers and other cash requests.
Senior Financial Services Representative
American Express
01.2020 - 05.2021
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Targeted accounts at senior and business levels and secured funding for future initiatives.
- Educated and worked with clients on ROI terms to find accurate solutions.
- Monitored accounts for compliance with established payment plans and flagged non-compliances.
- Negotiating payment arrangements for clients within FDCPA guidelines and ranking among top 5 percentile for performance.
- Offered competitive commercial banking solutions and retails financing options.
- Shadowed new team members on scripts, company services and collection strategies.
- Deployed automated system tracking and skip tracing to locate hard-to-find, re-located customers.
Education
Masters of Management - Finance And Sales
Centennial College
Toronto, ON12.2019
Bachelor of Commerce - Business And Finance
GLS University
India04.2017
Skills
- Teamwork and Collaboration
- Customer Trend Analysis
- Sales Projections
- Customer relationship building
- Financial services
- Multitasking Abilities
- Decision Making
- Hardworking and Responsible
Timeline
Inbound Sales Team Manager
Bell Mobility
08.2022 - Current
Sales Subject Matter Expert
Bell Mobility
08.2021 - 07.2022
Account Officer (Contract Base)
CIBC
05.2021 - 08.2021
Senior Financial Services Representative
American Express
01.2020 - 05.2021
Masters of Management - Finance And Sales
Centennial College
Bachelor of Commerce - Business And Finance
GLS University
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