Kevin Khan Email & Phone Number

Richmond Hill, Ontario, Canada

Ajax, Ontario, Canada

Toronto, Ontario, Canada

Pickering, Ontario, Canada

• Contact Businesses by phone and email to promote Group Benefits/Group Retirement services • Schedule sales appointments for sales staff/President to meet prospective client • Manage and create media posts via Facebook, LinkedIn and Twitter • Provide weekly reporting of calls made, interactions and booked appointments • Utilize CRM to track and input data and interactions

Toronto, Canada Area

• Managing of procurement services to non-profit organizations across Canada in both the private and public sector• Discuss our procurement services to prospects though phone calls and e-mails. Discuss the benefits of our partners as well as Associum to help then reduce overhead costs• Discuss and explain all product offering such as employee benefits, group RRSP's, medical supplies, office supplies etc to prospecting clients as well as current clients within the procurement… Show more • Managing of procurement services to non-profit organizations across Canada in both the private and public sector• Discuss our procurement services to prospects though phone calls and e-mails. Discuss the benefits of our partners as well as Associum to help then reduce overhead costs• Discuss and explain all product offering such as employee benefits, group RRSP's, medical supplies, office supplies etc to prospecting clients as well as current clients within the procurement program• Manage existing accounts by providing exemplary service. Manage all incoming inquiries and provide constant follow up to those clients• Provide billing assistance and also recovery of account receivables that have gone delinquentwith current clients• Work fluidly amongst our internal team to ensure seamless services is being provided to our clients and partner providers Show less

Toronto, Canada Area

• $1.5 million in funded mortgages• Seek new clients looking for new mortgages, renewals or refinance through various sources such as; Social Media, and discussions with current and new contacts. Work with Real Estate agents for referrals. • Get to know clients personally to understand their needs and cater products best suitable for them.• Strong understanding of the markets and economy to assist in directing clients in the right direction and provide accurate… Show more • $1.5 million in funded mortgages• Seek new clients looking for new mortgages, renewals or refinance through various sources such as; Social Media, and discussions with current and new contacts. Work with Real Estate agents for referrals. • Get to know clients personally to understand their needs and cater products best suitable for them.• Strong understanding of the markets and economy to assist in directing clients in the right direction and provide accurate Information• Cold calling leads generated from companies website, trade shows and real estate agents Show less

Toronto, Canada Area

• Built and established strong net new and organic sales by building relationships with Credit Unions possessing an asset base of up to $4,000,000,000.• Manage projects to ensure targets, deadlines and financial goals are met including working with support staff as appropriate on the execution of responsibilities.• Responsible for prospecting, engaging, and growing business, while also managing projects to increase customer base. • Respond to RFP’s put out by Credit… Show more • Built and established strong net new and organic sales by building relationships with Credit Unions possessing an asset base of up to $4,000,000,000.• Manage projects to ensure targets, deadlines and financial goals are met including working with support staff as appropriate on the execution of responsibilities.• Responsible for prospecting, engaging, and growing business, while also managing projects to increase customer base. • Respond to RFP’s put out by Credit Unions.• Utilize effective networking techniques to develop the territory and follow-up on leads and built strong relationships in the industry by working with all levels from the executive to frontline staff. • Execute on strategy working with others to effectively roll out new products and solutions.• Develop effective key customer and prospect account plans including created presentations and proposals for the prospective Credit Union on what CRI offers and how it caters to their Credit Union.• Participated in activities to promote business, expand services, and provided technical assistance in conducting Marketing conferences, seminars, and workshops.• Developed training program and business plans to maximize territory sales, as well as additional, cross-sell revenue streams that were catered to each line of business. • Worked closely with the Credit Union executive leadership team to develop annual plans for growth that were actioned monthly.• Provided coaching to lending staff related to creditor insurance and the benefits to their clients and the organization. Show less

• Consistently achieving over $10milion in annual sales. By effectively developing customer relations through prospecting and networking. Year over year lead in sales for the team and conducts various seasonal campaigns. • Provided leadership and training to newly hire sales executives and continued to facilitate creative sales strategies.• Targeted, marketed and prepared comprehensive presentations utilizing vast experience interacting with clients.• Efficiently create a daily… Show more • Consistently achieving over $10milion in annual sales. By effectively developing customer relations through prospecting and networking. Year over year lead in sales for the team and conducts various seasonal campaigns. • Provided leadership and training to newly hire sales executives and continued to facilitate creative sales strategies.• Targeted, marketed and prepared comprehensive presentations utilizing vast experience interacting with clients.• Efficiently create a daily action plan to help accomplish sales goals including set sales targets and led seasonal campaigns and motivating the team to reach and exceed individual and team goals.• Reviewed all lending applications and audited all new accounts opened by the Sales team to ensure FINTRAC and internal compliance requirements were met.• Received incoming client applications for credit products such as mortgages, loans, and lines of credit while promoting insurance products during credit applications to protect clients.• Provide clients with information of investment and mortgage maturities and advised them on the best options available using laddering strategies.• Participate in daily information meetings with credit union staff to ensure excellent customer service, account maintenance, and maximum revenue development.• Liaise between the client and staff to ensure a smooth transition between account start up, onboarding and address any client issues. Show less

• Provide members with excellent service in person and by phone assisted with general and specific account and loan information including handled and resolved client escalation calls as being main resource team members.• Cross-sell and advise our members of the products that would best suit their needs.• Follow all credit union policies and procedures for customer identification and respond to members' requests, problems, and complaints, and direct them to the proper person for specific… Show more • Provide members with excellent service in person and by phone assisted with general and specific account and loan information including handled and resolved client escalation calls as being main resource team members.• Cross-sell and advise our members of the products that would best suit their needs.• Follow all credit union policies and procedures for customer identification and respond to members' requests, problems, and complaints, and direct them to the proper person for specific information and assistance.• Perform a variety of duties including staff management, staff development, and staff scheduling.• Promoted to Senior Advisor within one year of hiring as a customer service representative. Show less

Marketing

Llqp

Ific, Mutual Funds

Mortgage Agent Licence