Jan 2023 – Oct 2025 · 2 yrs 9 mos · New York, United States · Hybrid

• As an experienced Business Development Representative (BDR), I have developed a strong foundation in generating new business pipeline, nurturing sales opportunities, and exceeding targets.
• Achieved $2.4M yearly annualized contract for partnered account executives in assigned territory through proper market research and the identification of potential customers contributing to the achievement of revenue generation targets, consistently driving successful deal closures and exceeding monthly targets and annual revenue goals.
• Proactively maintained accurate pipeline records, effectively managing the sales cycle to maximize conversation rates generating $12 million in pipeline by engaging existing / new prospects through cold calling / email outreach and social media engagement.
• Conducted thorough research to identify key decision makers and c suite within new accounts, tailoring sale approaches to effectively communicate the value proposition of our solutions through product demonstrations and delivering persuasive presentations to build value to potential use case scenarios of salesforce in the financial space.
• Nurtured and developed early stage opportunities, building relationships with potential customer and guiding them through the sales cycle. inbound leads generated from outbound efforts, prioritizing and qualifying leads from the sales team, contributing to increased conversion rates and meeting booked to push sales cycle forward.
• Spearheaded enablement and product knowledge sessions to stay up to date with latest industry trends, product knowledge and AI cloud space new technology releases to enhance sales capabilities of my team and proactively educate our clients
• Utilized CRM software to track and manage leads, opportunities and customer interactions, collaborating with internal account team with an aligned strategy that led to the of sourcing net new pipeline.

Jun 2018 – Dec 2022 · 4 yrs 6 mos · Toronto, Canada Area

• As a Mobile Investment Consultant, I engaged in financial planning for clients and brought external money in from financial institutions through connection networks and community engagement efforts designed to generate sales. I was also held accountable for utilizing relationship and networking skills to establish, cultivate, and maintain community-wide connections that generate opportunities and consistently deliver bottom line results. Likewise, I established and executed sales plan designed to convert leads into new CIBC clients. I also centralized focus on advising and consolidating external assets for core clients and prospects.
• The following details are my key contributions:
• Achieved $12M in new net money volume for CIBC, allocated funds towards investable product, expanded existing CIBC relationships, and consolidated investable assets by collaborating with cross-functional banking centre teams and delivering personalized investment and comprehensive financial planning support
• Acted as Lead Member in Business Development Committee and offered effective insight on best practices, techniques, resources, and tactics to aid team in leveraging and securing new business; expanded team's area of influence within community.
• Demonstrated exceptional motivation to assist Branch Managers in building and representing various investment sessions on financial planning and investment services designed to optimize branch staff performance and financial knowledge.
• Devised, developed, and executed on marketing and outreach activities, as well as education financial planning and money-in client seminars; drove client engagement through successful presentation of CIBC's financial planning services to local communities.
• Led client identification and determined relative goals and needs that require Imperial Service Advisor. Private Banking Advisor, or Advice Partner to address and meet.

Feb 2017 – Jun 2018 · 1 yr 4 mos · Toronto, Canada Area

• As a Financial Service Representative, I was charged with review and completion of credit card and personal line of credit applications requiring in depth credit analysis, AML requirements assessments, and financial ration calculations to effectively determine and evaluate client's financial standings. I also coordinated all facets of outbound calling centre, including oversight of proactive client contact, financial product upselling, and insurance, credit card, and investment sales.
• The following details are my key contributions:
• Honored recipient of Top Unsecured Lending, Top Client Experience, and Top Secured Lending Award.
• Successful in meeting and exceeding monthly and quarterly sales targets through superior ability to interface with clients, optimize client experience, and build client loyalty.
• Met client’s needs by offering support, facilitating objections, and customizing financial portfolio's through all retail products.
• Maximized overall team success by collaborating with Team Leader and demonstrating accountability towards cascading information and gathering sales data.

Apr 2016 – Jul 2016 · 3 mos · Toronto, Canada Area

• As a Sales Representative, I maintained complete oversight of sales process lifecycle, addressed customer inquiries, and served as personal representative to each customer.
• The following details are my key contributions:
• Utilized relationship development and interpersonal skills to market and sell products for Bell Canada.
• Demonstrated keen ability to quickly ascertain insight on company practices and leveraged skill sets to execute interviews and optimize field training initiatives.
• Achieved $50K+ in prospective sales for clients within three-month period.
• Utilized industry best practices to drive sales across key bell fibre optics product line.