Chaitanya Kataria Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

• Streamlined cross-selling strategies, driving a 35% increase in the sales of financial products and services to existing clients, boosting revenue by $567,000• Expanded the client base, securing $500k in new assets under management within six months, exceeding the target by 120%.• Fostered and maintained trust-based relationships with a portfolio of high-net-worth clients, achieving a 30% increase in client retention and referrals, translating to 27% additional transactions per… Show more • Streamlined cross-selling strategies, driving a 35% increase in the sales of financial products and services to existing clients, boosting revenue by $567,000• Expanded the client base, securing $500k in new assets under management within six months, exceeding the target by 120%.• Fostered and maintained trust-based relationships with a portfolio of high-net-worth clients, achieving a 30% increase in client retention and referrals, translating to 27% additional transactions per quarter.• Leveraged digital tools to identify and engage with a number of potential clients in a highly competitive market, expanding RBC's outreach and increasing brand visibility. Show less

Gurugram, Haryana, India

• Executed comprehensive market research, identifying 250 potential educational partners and 10 target regions, driving expansion strategies.• Initiated proactive lead generation through cold calling, email campaigns, and social media outreach, resulting in a 25% increase in partnership prospects equivalent to 150 additional opportunities.• Assisted in nurturing and maintaining relationships with key partners, resolving issues promptly, contributing to a 20% increase in partner… Show more • Executed comprehensive market research, identifying 250 potential educational partners and 10 target regions, driving expansion strategies.• Initiated proactive lead generation through cold calling, email campaigns, and social media outreach, resulting in a 25% increase in partnership prospects equivalent to 150 additional opportunities.• Assisted in nurturing and maintaining relationships with key partners, resolving issues promptly, contributing to a 20% increase in partner satisfaction, equating to 180 satisfied partners.• Managed and maintained the sales pipeline, tracking leads and conversions through CRM software, optimizing the sales process and supporting a 15% increase in the conversion rate, translating to $50,000 worth of additional sales. Show less