Karanvir Dhaliwal Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

- Conducting discovery calls to understand clients' pain points related to mortgage origination and uncover opportunities for integrating automation, marketing, and analytics solutions to their business- Building and leading PoCs and demos to highlight the practical benefits of BOSS's advanced automation, marketing, and CRM tools- Providing technical guidance and support to clients during the evaluation and decision-making process, ensuring alignment with their organizational needs- Upselling built-in tools like Flinks, SnapNOA, and OneSpan to our existing clients to boost Net Dollar Retention (NDR), driving additional value and growth from our current client base.- Worked on bringing in key accounts in Ontario with mortgage volumes ranging from $100 million to $300 million, significantly contributing to M3-tech's growth in the region.

Toronto, On

Working with the Platform Modernization team to minimize technical redundancies in endpoint machines and software.

As a sales consultant it was my job to increase deal size with technical product knowledge and decrease time to close deal. By maintaining technical expertise and product knowledge, i was able to maximize potential revenue in every interaction.Top Quarterly 1% Small Business Rep in Ontario (2018)

Mississauga, Ontario, Canada

Involved in the implementation of the first digitized voting project in the province of Ontario. Supported the deployment of hardware/software required to securely and accurately collect votes province-wide in a timely manner.

Responsible for up-selling/cross-selling financial products to new and existing clients through outbound sales meetings and walk-in clients. Primarily focused on secured lending products ranging from $250,000 - $1,000,000 with a secondary focus on unsecured credit products.