Sarvesh Ganesh

Client-focused banking professional with over 4 years of experience across financial services, sales, and relationship management. Proven ability to build trust quickly, identify client needs, and deliver tailored financial solutions while meeting sales targets. Track record of driving measurable results, including a 20% increase in client acquisitions through proactive relationship-building and team leadership.

MBA graduate with a focus in Finance, Marketing, HR, and Leadership, complemented by certifications in Generative AI and digital productivity tools.

Sales Representative - NEO Financial - Vancouver, BC

(2026-04 - 2026-06)

• Advised prospective customers on credit card products, clearly explaining terms, promotional offers, and benefits to support informed financial decisions.
• Consistently met weekly sales targets through proactive client engagement and needs-based product presentations.
• Tracked and reported individual and team performance metrics daily to support sales strategy and accountability.
• Trained and mentored new recruits on product knowledge, compliance-conscious sales techniques, and client engagement best practices.

Remote Sales Representative - Diode Distributions Sales Ltd - Vancouver, BC

(2025-11 - 2026-03)

• Provided administrative and operational support to ensure smooth daily business functions.
• Maintained organized electronic and physical filing systems for accurate, audit-ready record management.
• Assisted management with reporting, documentation, and operational coordination.

Customer Service Executive - Capital Express - Mumbai, India

(2022-04 - 2023-06)

• Delivered exceptional client service by addressing inquiries, processing financial transactions, and promoting financial products aligned to client needs.
• Supported sales initiatives across digital and in-person channels, consistently achieving customer satisfaction targets.
• Handled daily cash transactions and maintained accurate invoices and financial records with strong attention to detail.
• Trained and led a small team to establish partnerships, contributing to a 20% increase in client acquisitions.
• Ensured seamless client communication and strengthened long-term engagement through personalized service.

Finance Executive - Capital Express - Mumbai, India

(2019-12 - 2022-03)

• Prepared comprehensive performance insights and financial reports for senior management review.
• Collaborated directly with clients to understand business needs and deliver tailored financial recommendations.
• Supported senior executives in identifying new business opportunities within the e-commerce and ed-tech sectors.

Master of Business Administration (MBA) - Finance, Marketing, HR, Leadership & Project Management - University Canada West (2024-12)

Bachelor of Management Studies (BMS) - Finance & Marketing - University of Mumbai (2019-06)