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Sales Customer Service

Ottawa, ON, Canada
October 04, 2018

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Apr ****-Current

Sudhir Khanna

Professional Summary

Highly skilled in needs assessment strategic planning, establishing priorities, motivating teams for their best, and following through to ensure success for customer and business.

More than 17 years experience in strong networking skills, customer service, prospecting new accounts with high sales output, managing and closing accounts effectively.

A dynamic speaker, trainer, and presenter, skilled in employing clarity, innovation, and humour to deliver effective presentations to diverse audiences at all organizational levels.

Engage communicating, capable of developing trusting relationships with bothcustomers and staff with ease. Collaborative team player with a passion for exceptionalclient experience and business development.


Commercial Banking Strategies Excellent time management and organizational skills.

Client Database Management Excellent communication and interpersonal skills.

Time Management. Leadership Planning / Event Planning Excellent Presentation Techniques Decision Making Creativity Experience

Business Development Mnager

Healthmedica Mississauga - Mississauga, ON

Responsible for sales growth and generating revenue through various marketing strategies

Work closely with clinic owners, healthcare practitioners and office managers to develop, implement, and facilitate a brand marketing plan including advertising, events, promotional and creative development to drive new business, and increase traffic to clinic locations

Develop and oversee the strategic planning, budgeting and execution of all marketing and brand related initiatives

Identify and develop new business prospects: Establishing relationships with local businesses, developing community partnerships and securing referral sources and clients within a defined geography

Self-generation of new patient leads by developing a pipeline of business through Ph: 613-***-****

Oct 2016-Apr 2017

Mar 2012-Apr 2016

Aug 2010-Apr 2012

prospecting, cold-calling, tradeshows, and networking events Act as the liason between future patients and the clinics Regional Alliance Manager

Moneris Payment Solutions - Toronto, ON

Originate, maintain and expand relationships with partner banks across the GTA Educate and promote client groups on entire range of company products and services Meet assigned targets for profitable sales volume and strategic objectives Perform credit risk assessments of existing high risk merchants, developing a good understanding of the business profile and compliance practices Identify and understand sales gaps across partner portfolios, implement strategies to address gaps and measure success

Evaluate effectiveness of new programs, initiatives, and channels, and opportunities for further improvement

Work with key partner designates to identify andunderstand sales gaps. Plan design and implementmeasurements of success

Assistant Branch Manager

Scotiabank - Ottawa, ON

Responsible for overseeing daily branch operations, managing ongoing business development and sales growth

Provide direction, guidance and support to team members in everyday customer dealings, resolving escalations, and tailoring offerings to best match client needs Plan and lead weekly one-on-one coaching sessions with staff to recognize achievements, identify barriers to success, and set weekly targets Execute sales management activities, including leading weekly sales meetings to acknowledge and reward positive results, align on weekly targets, and manage underperformance

Conduct weekly skill-building sessions to facilitate the sharing of best practices, streamline processes and enhance knowledge of banking products and services Develop and manage individualized development plans for all direct reports Recruit hire and promote team members in accordance with standard bank policies Financial Security Advisor

Freedom 55 Financial - Ottawa, ON

Conduct financial analysis of client portfolios and developing most effective financial strategies based on future needs

Recognize for engaging in ongoing needs assessment of clients and developing impactful strategies resulting in maximum yield on investments Stay abreast current trends to continuously provide clients with most current market research and best recommendations when compiling and presenting progress reports Conduct research and cost-benefit analyses to evaluate financial health of various portfolios and identify startups yielding significant returns Conducted equity research on companies to discover undervalued investments with reasonable prospects for long term sustainable growth Presented investment and financial planning seminars toclients and prospective clients Jul 2005-Mar 2010

Nov 2015

May 1998

Generated new clients using a personal, face-to-face approach that built trust and emphasized personal service to the individual investor Identified clients and prospective clients in need of investment guidance and then recommended investment solutions appropriate for each individual Advised clients quarterly and annually on portfolio performance ensuring clients needs aligned with projected results.

Investment Training Coach

Bank of Ireland - London, England

Responsible for management of all financial advisors within assigned area, ensuring all targets were being met at individual and branch level Work with management to design and deliver sales presentations to various organizations for the purpose of business development: increased business by over 38% through sales pitches and cross-selling of services Work with upper management to achieve operational effectiveness: engaged in ongoing needs assessment of financial advisors, assessing processes and practices to identify areas for increased efficiency and improvements across the advisory practice Responsible for interviewing, training, and managing performance of new hires Facilitate meetings and conducting ongoing training across branches to keep advisors informed of current market trends impacting investments, as well as new products and services being offered


Branch Compliance Officer

CSI - Ottawa, ON

Investigate and develop banking internal control system, Conduct internal audits, Prepare periodic financial reports required by regulatory bodies Bachelor, Business Management : Business Management, University of Greenwich - Greater London, England

Project Planning and Management, Management Strategy,Operation Management, Decision Making, Finance,Economic and Development, Small Business Development

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