Poojan Mehta Email and Phone Number

Meeting clients to discuss financial goals, investment timelines and risk tolerance & Recommend financial services and products to meet client needs.  Providing accurate product information and advice while recognizing sales opportunities and proactively promoting and cross selling appropriate products or services. Opening new personal accounts like Chequing, Savings, Investment Products like GIC’s & MLGIC. Prospecting and identifying applicants for promoting sales of personal and student loans, secured and unsecured lines of credits. Making outbound calls, identifying opportunities and scheduling appointments for existing CIBC clients along with answering inbound calls and assisting clients with their banking needs.

4 hours..My show..Complete Edutainment👉Education + Entertainment

• Establishing contact with new and existing consumers for Bell Canada to drive sales• Understanding the customer’s needs and objections• Ensuring the highest level of satisfaction of the customers at all times• Achieving monthly sales targets• Use and adapt to constantly evolving technological tools.

Forecasting market conditions, tracking marketing results, and analyzing data about Television content & preferences.Analyzing competitors and market conditions, managing budgets, and proofreading advertising or other communications. Formulate and distribute surveys & perform analyses on collected data.

Managed sales & Digital marketingKey Accounts ManagementLead GenerationRelationship ManagementB2B & B2C

Sales Management Client Servicing Increasing clintel database