Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Timeline
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Stephen Kalicharan

Client Relations
Thorold,Canada

Summary

Results-driven Client Relations Manager Leader with 8 years of experience managing and developing high-performing teams. Proven ability to foster a client-centric culture while exceeding client expectations through strategic account management and exceeding client expectations by growing revenue from existing clients by 20% through strategic upselling and cross-selling initiatives. Adept at building strong relationships with key stakeholders and driving business growth through effective communication, problem-solving, and team leadership.

Overview

7
7
years of professional experience

Work History

Financial Advisor

Cooperators General Insurance
03.2022 - Current
  • Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Collaborated with the innovation team to reduce hours of work needed and costs by $250,000.00 in our 2023 Fiscal year.
  • Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.

Small Business Partner

First Horizon Financials
03.2017 - Current
  • Collaborated with a diverse team of professionals to develop innovative solutions for complex legal issues.
  • Demonstrated a positive work environment within the firm by promoting collaboration among colleagues.
  • Spoke with peers to verify task completion, meeting tight deadlines, and schedules.
  • Improved office organization through the implementation of efficient filing systems, database management, and document preparation.

Sales Assistant

Telus Communications
06.2017 - 10.2023
  • Increased sales revenue by implementing strategic marketing plans and fostering strong relationships with clients. On average exceeding store budget by 25%.
  • Established a positive work environment through clear communication, encouragement, and recognition of achievements.
  • Maintained a strong understanding of competitor offerings, enabling the team to better position our products and services in the market.
  • Implemented innovative sales techniques to enhance team productivity and drive results.
  • Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.

Education

No Degree - Marketing Management (Professional Real Estate)

Humber College
Toronto, ON
05.2001 -

Skills

Collaboration - Leadership - Communication - Analytical

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Accomplishments

Property Management/Airbnb Host:

Reduced Vacancy Rates through multiple avenues of marketing.

Maintained high consistency in response times to allow for better tenant experience.


Sales Accomplishments:

Finished 2018 and 2019 calendar year being within the top 5 Sales teams while bringing in an additional 55% revenue to budget.

Coached and implemented growth strategies for a team member, assisting them in being the 3rd sales rep in 2023.

Interests

Fitness Advocate

Fine Arts - Instruments

Timeline

Financial Advisor

Cooperators General Insurance
03.2022 - Current

Sales Assistant

Telus Communications
06.2017 - 10.2023

Small Business Partner

First Horizon Financials
03.2017 - Current

No Degree - Marketing Management (Professional Real Estate)

Humber College
05.2001 -

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Stephen KalicharanClient Relations