Rahul Purohit, Cim® Email & Phone Number

Toronto, Ontario, Canada

Toronto, Canada Area

• Maintain and communicate to advisors strong, up-to-date commentary from portfolio management teams on financial solutions, economic outlook, and performance metrics
• Position strategies and solutions to fit advisor’s models by asking discovery questions to address market and business challenges. Introducing solutions to the challenge by presenting a competitive analysis and how the.
• Manage two territories working in collaboration with two Managing Regional Directors and responsible for scheduling sales presentation and meetings

Toronto, Canada Area

• Responsible for prospecting and building new relationships to expand the pipeline
• Proactively call pre-determined lists of Advisors to book meetings for Regional Director to ensure a high level of sales activity; builds relationships with Advisors by earning their loyalty and trust
• Positioning strategies and solutions to fit advisor’s models
• Complete analytics and proposals to present to advisors to help position the strategies and solutions to meet their business needs

Toronto, Canada Area

• Proactively call pre-determined lists of advisors to book meetings for the DVP to ensure a high level of sales activity
• Build and maintain relationships with advisors and key partners, providing prompt and accurate responses in a timely manney
• Maintain knowledge on all rules and regulations with respect to requests and ensure adherence to compliance policies, procedures and guidelines
• Responsible for the development and execution of various sales plans
• Manage territory budget by tracking, processing and submitting monthly expenses, advising on how the team is tracking against plan and sharing possible opportunities for savings

Toronto, Canada Area

• Provided superior client service, solutions, advice and education towards Defined Benefit plans to 100+ institutional client portfolios and accounts.
• Performed plan administrative tasks such as pricing and reconciliation of private equities held by clients, ensuring pension plans reflect accurate asset holdings and market value.
• Educated investment managers on the various pension plans, payment methods and also provided accurate information on redeeming or purchasing specific funds.
• Processed daily transactions through wire transfers, mainly in the form of fund transfers and withdrawals

Toronto, Canada Area

• Interacted with clients, claimants, vendors and other stakeholders as applicable to communicate and resolve claims.
• Handled inquiries from prospective and existing customers regarding RBC's products and services. Educated customers, while up-selling and cross-selling insurance products and ensured a positive customer experience.
• Conducted thorough investigations and evaluations in order to arrive at appropriate resolutions of assigned claims and verified client’s account to ensure premiums were collected accurately

Toronto, Canada Area

• Performed full-cycle sales for customer's wireless needs, which included primary focus on selling the value of the services plans, devices and accessories and personalizing the customer experience
• Delivered an outstanding experience that improved customer loyalty and strengthened the brand, resulting in constantly meeting and exceeding key performance objectives that included sales and customer satisfaction goals
• Assisted talent development by training new hires on how to build relationship with customers and close the sales