Marketing Coordinator Financial Services

SULABH SHARMA

North York, Ontario, Canada 437-***-**** ******.**********@*****.*** LinkedIn

Summary

Accomplished Sales Professional and Marketing Coordinator with a proven track record of driving revenue growth, client acquisition, and sales performance in retail and financial sectors. Skilled in leveraging marketing strategies and CRM systems to optimise sales funnels, negotiate high-value contracts, and build lasting client relationships. Adept at analyzing market trends and client needs to deliver measurable sales results and foster long-term loyalty, with a strong foundation in financial services and customer-centric solutions.

Skills

• Client Relationship Management

• Customer Acquisition

• Excellent Communication

• Revenue Generation

• Lead Generation

• Financial Services Marketing

• Sales Funnel Optimization

• Cross-Selling

• Customer Retention

• ROI Analysis

• CRM Platforms ((Salesforce, HubSpot)

• Market Analysis

• Customer Engagement

• Strategic Planning

• public relations strategy

• Campaign Management

• Data Analysis

• Conflict Resolution

Experience

Supervisor 01/2023 to Current

Tim Hortons Toronto, Canada

• Drove a 10% increase in sales revenue by implementing targeted sales strategies and fostering team collaboration to enhance customer engagement.

• Negotiated promotional partnerships with local stakeholders, generating 10+ new lead pipelines and supporting sales growth for loyalty programs.

• Cultivated 10+ cross-functional relationships with stakeholders, improving interdepartmental communication, and supporting lead generation for promotional campaigns.

• Managed daily interactions with over 200 clients, utilizing tailored customer engagement techniques to uphold service excellence and significantly boost retention.

• Analysed sales performance metrics to refine up-selling and cross-selling strategies, achieving a 12% uplift in financial product adoption.

Marketing Coordinator 05/2020 to 02/2021

Appsmartz Mohali, India

• Boosted email acquisition by 17% through targeted financial services marketing campaigns, enhancing lead generation, and supporting client relationship management initiatives.

• Expanded company market share by identifying and capitalizing on growth opportunities in key financial sectors, driving revenue growth, and sales funnel optimization, and using salesforce.

• Achieved a 16% ROI by analyzing digital marketing campaign performance with CRM platforms, aligning KPIS to improve customer acquisition for banking products.

• Reduced issue resolution times through advanced data analysis and escalation protocols, ensuring operational efficiency and a seamless customer experience.

• Improved customer retention by 25% by building strong client relationships, fostering cross-selling opportunities, and sustaining long-term business growth.

Business Development Executive 04/2019 to 05/2020

Polestar Securities Mohali, India

• Drove a 20% increase in client acquisition by analyzing market trends and competitor strategies, enhancing lead generation for financial services marketing campaigns.

• Organized trade shows and conferences to promote financial products, boosting customer engagement and optimizing sales funnel performance.

• Secured $50K in new business through strategic client contract negotiations, leveraging client relationship management to support revenue growth in wealth management services.

• Collaborated with sales teams to define target markets and implement CRM-driven project management strategies, achieving a 25% increase in sales revenue.

• Developed customer-centric marketing initiatives based on analytical client needs, improving cross-selling opportunities, and supporting long-term customer retention.

Education

Post Graduate Certificate: Marketing Management, Digital Media Lambton College Canada

Certifications

• Investment Fund Certification (IFIC)

The IFIC Certification covers mutual funds and their regulations in Canada

• Digital Marketing (Accenture)

Learned the proper marketing approach for your organization, examine banner advertising, pay-per-click advertising, content marketing, and SEO

• Investment Banking Job Simulation Certificate (J.P. Morgan) Learned how to analyze financial data, evaluate mergers and acquisitions, and develop capital-raising strategies

• Digital Marketing & E-commerce Certification (Google) Learn to create and optimize digital marketing campaigns, manage e-commerce platforms, and drive business growth using tools like Google Ads and Analytics.

• Email Marketing Certification (HubSpot Academy) -Mastered email marketing strategies,Rev campaign performance

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