Ram Shahi

Business Development Executive

Toronto, ON, Canada4 yrs 2 mos experience

Highly Stable

Key Highlights

Nearly a decade of sales experience in financial products.
Proven track record in building client relationships.
Expertise in investment strategies and financial planning.

Stackforce AI infers this person is a Sales Professional in Fintech with a focus on client relationship management.

Contact

Skills

Core Skills

SalesFinancial Planning

Other Skills

Mid-MarketSales ProspectingWealth Management ServicesMutual FundsCold CallingCross-SellingSoftware as a Service (SaaS)CybersecurityETFsCustomer Relationship Management (CRM)New Business Generation

About

With nearly a decade of sales experience in financial products and cybersecurity solutions, I am passionate about various investment strategies. I have a proven track record of building, sustaining, and growing client relationships. I prioritize trust and integrity as the foundation for achieving professional success.

Experience

4 yrs 2 mos

Total Experience

4 yrs 2 mos

Average Tenure

Current Experience

Cloudflare

Business Development Representative

Mar 2022 – May 2023 · 1 yr 2 mos · Toronto, Ontario, Canada · Remote

Proven ability to generate new business opportunities through effective prospecting techniques including objection handling.
Strategically prospect to C-suite, engineering/IT Leaders and technical end users via emails, phone calls and LinkedIn. Regularly on calls with VP’s, CISO’s and IT managers.
Responsibilities include generating meetings with potential clients, supporting discovery calls, developing cold outreach content, collaborating with marketing generated leads and moving deals through early sales stages.
Working closely with multiple Account Executives to tackle the Mid-Atlantic and Southern territories, comprised of commercial accounts.

Mid-MarketSales ProspectingSales

Td

2 roles

Financial Planner

Nov 2017 – Sep 2020 · 2 yrs 10 mos · On-site

Managed 255 households with $30 million AUM
Cultivated and strengthened relationships with new and existing clients
Used active listening and empathy to tailor communication style during consultative interviews to access clients needs, goals, feelings and assist clients and advisors in identifying and prioritizing financial planning objectives.
Gained clients buy-in while conveying strategic planning recommendations, action plans and responsibilities.
Served as internal consultant to provide subject matter expertise, support and advice to advisors, their clients and their attorneys, CPAs and other trusted advisors.
Provide members of the department with presentations about ongoing market developments and the impacts on client portfolios

Wealth Management ServicesMutual FundsFinancial Planning

Mutual Funds Sales Specialist

Jul 2016 – Nov 2017 · 1 yr 4 mos · On-site

Successfully closed 2.5 million in mutual fund sales for TD Asset Management in under one year. Recognized for achievement from VP of TD Wealth and Senior VP of mutual fund sales on multiple occasions.
Maintained up-to-date knowledge and understanding of different asset classes to provide long-term investment strategies catered to clients' investment mandates.

Mutual FundsCold CallingSales