Santosh Kumar - Mba (Finance) Email & Phone Number

Toronto, Ontario, Canada

Greater Toronto Area, Canada

- Developed and executed sales strategies targeting mid-market and large-sized commercial real estate property owners, including REITs and Pension Fund Advisory Groups.- Implemented a robust cold call, email, and LinkedIn marketing strategy, resulting in a high volume of business leads and opportunities.- Conduct client demos, pitches, feedback sessions.

Toronto, Ontario, Canada

- Managed and streamlined Business Banking application support nationwide.- Acted as the primary contact for application users on commercial loan systems, business processes, and policies.- Developed efficiencies within processes by understanding core practices and risk mitigation techniques.- Served as a Subject Matter Expert for systems utilized by.

Toronto, Ontario, Canada

- Strategized and identified prospects in target markets, developed sales pipelines, and conducted high-stakes sales calls.- Managed a customer portfolio of 25 clients, acting as a trusted advisor to CXOs of companies with revenues exceeding $50.0 MM.- Achieved 90% of a $32.0 MM annual target within 6 months of the fiscal year.- Coordinated the origination.

North York, Ontario, Canada

• Identify and develop new business opportunities for financing and consulting with focus on acquisition
• Work with companies having revenue of above $2.0MM up to $50.0MM with diverse credit requirements ranging from $1.0 MM up to $25.0MM
• Managed a portfolio mix of complex clientele ensuring effective relationship management
• Engaged in analyzing, negotiating and preparation of high-quality proposals by applying thorough credit analysis, due diligence keeping in mind best interest of bank and client.
• Develop independent referral sources by leveraging existing networks and building new networks within the community to facilitate new client acquisition

Toronto, Canada Area

• Completed training within span of 4 months and qualified for limits of CAD 1.5MM and UDL limits of CAD100M
• Was recognized and awarded for 2 continuous quarters for performance and contribution to community.
• Managing portfolio of 105 clients across various industries including automobiles, freight forwarding, doctors, owner-occupied and investor owned properties among others based out of GTA.
• Engaged in actively sourcing new business through branch referrals, accountants, lawyers and existing clientele.
• Completed more than 75 credit appraisals across various product range

Bengaluru, Karnataka, India

#SalesLeadership #BusinessDevelopment #DigitalMarketing #ClientRelationshipManagement #GrowthStrategies #Innovation

Digital Marketing Strategies Program, Digital Communication And Media/Multimedia

Mba, Finance, Summa Cum Laude

Activities and Societies: Was Part of the Institute Brass Band during the Post Graduation Years. Secured Outstanding Grade in all four.

B Com (Hons), Accountancy, Investment Valuation,Costing,Marketing