District Sales Manager - Neo Financial - Calgary, AB
(2026-02 - 2026-05)
- Drive district-wide profitability across multiple retail locations, owning revenue and performance targets.
- Reduce Customer Acquisition Cost (CAC) through targeted performance improvement strategies and optimized sales processes.
- Lead full-cycle recruitment, onboarding, and development of Store Managers and frontline sales staff.
- Deliver ongoing sales training, coaching, and performance feedback to build a high-performing district team.
- Leverage data and KPI dashboards to monitor sales trends, identify gaps, and implement corrective action plans.
- Collaborate cross-functionally with marketing and operations teams to align district execution with company growth objectives.
Financial Services Representative - easyfinancial Services - Calgary, AB
(2024-08 - 2026-02)
- Guided customers through lending solutions including unsecured consumer loans, assessing needs and recommending appropriate products.
- Delivered compassionate, memorable customer service experiences that drove repeat business and referrals.
- Consistently achieved and exceeded monthly sales targets, contributing to branch performance goals.
- Ensured full compliance with regulatory requirements and maintained accurate documentation of all client interactions.
- Utilized CRM tools to manage client pipelines, track applications, and maintain follow-up records effectively.
- Conducted needs assessments to tailor product recommendations, improving customer satisfaction and approval rates.
Lead PRR / PRR - President's Choice Financial - Toronto, ON
(2022-06 - 2024-05)
- Educated customers on the full suite of President's Choice Financial products including credit cards, banking, and insurance offerings.
- Conducted thorough needs assessments to provide tailored product recommendations aligned with individual financial goals.
- Delivered exceptional in-store customer service, generating brand advocacy and fostering long-term customer loyalty.
- Engaged creatively with customers to communicate product benefits and value propositions in a compelling manner.
- Established strong working relationships with store staff to ensure seamless collaboration and consistent service delivery.
- Managed sensitive customer information with strict confidentiality, adhering to privacy policies and compliance requirements.
- Progressed from PRR to Lead PRR within 5 months, demonstrating outstanding performance and leadership capabilities.
Senior Manager - HDFC Bank - Mumbai, Maharashtra, India
(2019-06 - 2021-10)
- Assessed and reviewed clients' financial circumstances to provide personalized financial advice on loans, investments, and insurance.
- Evaluated and processed loan and overdraft applications in accordance with credit worthiness and risk assessment frameworks.
- Developed and maintained a robust network of local business contacts to drive new business pipelines and revenue growth.
- Launched and managed marketing campaigns targeting key verticals to generate awareness of newly introduced products and services.
- Assisted clients in determining optimal financial investment and insurance options based on current market analysis.
- Maintained comprehensive statistical and financial records for clients; handled escalations and complaints with professionalism.
- Ensured high levels of client satisfaction, leading to strong retention rates and consistent repeat business from existing portfolios.
Sales Manager - Pitney Bowes - Mumbai, India
(2018-10 - 2019-06)
- Responsible for maintaining stock levels and managing sell-through at partner locations across assigned territory.
- Tracked all government tenders and procurement opportunities for company-related products to drive institutional sales.
- Negotiated payment terms, penalty clauses, and interest rates on outstanding accounts to protect company revenue.
- Analyzed client business needs and delivered tailored software and hardware solutions to address operational requirements.
- Created product awareness campaigns for newly launched company offerings, building pipeline among targeted verticals.
- Developed new key accounts to expand business reach and generate incremental revenue for the organization.
- Ensured ongoing client satisfaction and maximized repeat business through regular account management and relationship nurturing.
Sales Manager - Kyocera Document Solutions India - Mumbai, India
(2016-12 - 2018-09)
- Evaluated client financials to assess company stability and suitability for leasing models.
- Screened and amended legal agreements between parties to ensure smooth contractual functioning and compliance.
- Negotiated payment terms, penalties, and interest rates on overdue amounts to protect company financial interests.
- Understood client business models and recommended appropriate solutions for both capital and operational expenditures.
- Identified emerging trends and business development opportunities within the assigned territory.
- Delivered B2B cold call sales targeting corporations across diverse industries including Legal, Banking, Real Estate, Architecture, Engineering, Finance, and IT.
- Managed key corporate accounts, ensuring consistent service levels and long-term account retention.
- Provided training and mentorship to new sales team members, accelerating their onboarding and performance ramp-up.
- Prepared quarterly sales reports and forecasts for the allocated territory to support strategic planning.
- Supported brand promotion and marketing activities to increase product visibility and market share.
Assistant Manager - ITC Limited - Mumbai, India
(2015-11 - 2016-12)
- Managed account planning and strategic management by deeply understanding customer business operations and production capacity.
- Planned and executed customer acquisition activities, identifying requirements and proposing the right products to maximize satisfaction.
- Built an understanding of the organizational structures of medium and large accounts to facilitate strategic sales engagement.
- Assessed customer product needs and workflows to align solutions with operational objectives.
- Retained existing user accounts while continuously generating new business through targeted prospecting and relationship management.
- Generated prospects through cold calling initiatives and cultivated repeat business from established user accounts.
Sr. Territory Manager / Territory Manager - Kyocera Document Solutions India - Mumbai, India
(2012-08 - 2015-09)
- Identified market trends and business development opportunities within the assigned territory to drive sustainable revenue growth.
- Conducted B2B cold call sales campaigns targeting organizations across multiple industry segments.
- Developed new key accounts to expand the company's client base and generate additional revenue streams.
- Liaised between clients and the service department to ensure smooth post-sale support and client satisfaction.
- Assisted in brand promotion and marketing activities to increase product awareness and competitive positioning.
- Offered tailored product recommendations to clients concurrent with their evolving business objectives.
- Ensured achievement of quarterly sales targets and maintained profitability within the allocated territory.
- Prepared quarterly reports and sales forecasts for territory accounts to inform management decision-making.
- Provided training and on-the-job support to newly hired sales employees to build team capability.
Research Analyst - iResearch Services - Pune, Maharashtra, India
(2010-09 - 2011-12)
- Conducted primary and secondary market research to support client projects across multiple industry sectors.
- Prepared comprehensive research reports summarizing key findings, market trends, and actionable insights for clients.
- Analyzed industry data and competitive landscapes to identify trends and support strategic business decisions.
- Collaborated with project teams to deliver high-quality research outputs within tight deadlines.
- Ensured data accuracy and integrity across all deliverables through rigorous quality checks and validation processes.
