Somya Sharma Email & Phone Number

Vancouver, British Columbia, Canada

• Part of sales team at the branch with primary focus on building the book of investments and credit from existing and prospective clients
• Made 2400 cold calls in 6 months (155% of the assigned target)
• Generated more than 150 client meetings from cold outreach during the above period (122% of the annual target)
• Achieved 1.2M in the first year and currently on 2.5M (Quarter 3)
• Skilled in account management and relationship building, proactively engaging with clients in branch and delivering an outstanding service experience through completing transactions and identifying opportunities for.
• Strong ability to build and maintain relationships with RBC partners to make the most of business opportunities and referrals

• Ranked number 1 in the country for sales performance in 2015, 2017, and 2019.
• Consistently exceeded sales targets, achieving more than 200% of the allocated target ($2 Mn) and reaching $6 Mn.
• Demonstrated strong business development skills, increasing the portfolio of clients by 150% (Year-over-Year).
• Progressed quickly through the ranks, being promoted 4 times in 7 years and eventually given the opportunity to mentor a small group of high performers.
• Strong experience in cross-selling financial products to both new and existing clients.
• Recognized and awarded multiple times for outstanding sales performance and delivery of high customer satisfaction.

Handled relationship with HDFC Bank, ICICI Bank and ICICI Wealth Bank branches.Enquiry handling and form formalities were taken care of.Key achievements: Gave a business of around 110 Sip's amounting Rs 2.5 Lakhs and 95 lakhs in lumpsum.

B Com Hons, Accountancy

Post Graduate Diploma, Business Administration And Management, General

Mba, Finance

Activities and Societies: Active member of CSD