Sen Nathan
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Sen Nathan
109 Hertford Crescent Markham, Ontario
647-272-1752 [email protected]
Account Management Professional
Relationship Building | Revenue Enhancement | Business
Development
Goal-driven sales and account management professional with a
proven track record of achieving year-over-year growth in a highly
competitive industry. Adept at delivering customized solutions
according to client needs and requirements. Demonstrated capacity
to lead and motivate teams to build and sustain forward growth.
Strengths include rapidly establishing, building and maintaining
positive relationships with clients, facilitating the opening of
new sales channels. Excel at exploring, identifying and capturing
new business by converting leads into accounts. Skilled in managing
full sales cycle including processing applications, analyzing risk
and providing effective support to business and customers. Key
achievements include:
Ranked within top 30 in the district, 2016 and received senior
management recognition that included a trip to Disneyland.
Attained YOY growth for 2016 achieving 187% of target and
obtaining ABOB (Best Of The Best) award for 2016 Sold $4.3M in
annual investments and more than $15M in mortgage sales in
2016.
Completed obtaining Canadian Professional Selling Certificate in
2016areas of expertise
Account Management
Strategic Planning & Analysis
Relationship Management
Business Development
Top Sales Rankings
Area / Market Expansion
Key Account Management
Sales & Marketing Strategies
Financial Planning/Advising
Compliance Management
Negotiation Team Leadership
Professional Experience
TD CANADA TRUST (TD), Scarborough, ON Nov 2016- Present
Investment Specialist/Business DevelopmentInvestment Specialist
working as part of a ten year JD Power Award winning Branch Banking
Team for the Scarborough territory providing investors with
professional guidance and consultative solutions. Primary goal of
consolidating assets through key prospecting activities like phone
outreach, securing referrals, consultative selling & presenting
personalized plans to clients in face-to-face meetings.
Prospected, identified and on-boarded TDCT retail customers by
using effective sales techniques and through the use of discovery
and triage delivered exceptional consultations and guidance.
Developed the Scarborough territory managing a book of 400 clients
leveraging proactive outbound calling and partner referrals, cross
sold and upsold products using value based and consultative sales
strategies. Prepared and Delivered personalized plans utilizing
Naviplan, effective sales tools and resources provided. Managed
pipeline and sales forecasting using Optimizer CRM and Salesforce.
Immediately impacted revenue growth and established top position
out of a team of twenty five. Coached by The Phone Lady completing
a workshop for advanced cold calling techniques, telephone
communications and B2B & B2C sales training. BANK OF MONTREAL
(BMO), Scarborough, ONAug 2014 Nov 2016Financial Services
ManagerAchieved award winning sales figures through the application
of effective sales strategies and methodologies, combined with
astute account management, focused on customer needs and the
delivery of quality solutions. Consistently surpassed sales and
revenue targets successfully selling to new customers and opening
new channels.
Successfully managed book of business of more than 100 clients,
driving business development by maintaining a comprehensive
understanding of each clients needs to identify opportunities to
up-sell and cross-sell products.
Significantly increased sales by rigorously pursuing new
prospects through warm and cold calling, rapidly determining needs
and offering solutions.
Supported clients through the on-boarding process including
negotiating and advocating loan requests, together with ensuring
all regulatory requirements were adhered to.
Achieved a top 30 position in the district for 2016 with sales
over target of 187%. Generated excitement regarding new financial
products appealing to clients and influencing key decision makers.
Successfully handled objections and continuously contributed to
enhancing branch retention rate. Solid understanding of developing
strong relationships quickly and building trust with clients,
partners and team. Adaptable, able to meet deadlines in fast paced
and changing situations. Broad understanding of fiscal management
and responsibility. Ability to deliver required results with
minimal resources.TD CANADA TRUST, Scarborough, ONJan 2012 August
2014Account ManagerDrove sales of multiple products that included
Mutual Funds, Guaranteed Investment Certificates, Mortgages, RESP
and Line of Credit. Applied excellent customer service and
interpersonal skills to nurture new business and expand existing
accounts.
Generated new leads and followed up warm leads, successfully
converting them into new business.
Effectively advised and planned client portfolios while
simultaneously analyzing and evaluating suitability and risk
tolerance.
Assisted in the training and development of frontline staff in
areas including customer service and sales.
Proficiently managed documentation and application process to
ensure compliance with company and regulatory policies and
standards.
Education & Credentials
Canadian Professional Selling Certification, CPSA (Canadian
Professional Sales Association), Toronto, ONInvestment Funds in
Canada Certification, Canadian Securities Institute, Toronto,
ONDuke of Edinburghs Bronze Award RecipientTechnical Skills
SalesForce, CRM Optimizer, PowerPoint, Outlook, Microsoft
Word,Excel and various software applications, databases and
management systems.
