Upjit Kansal Email & Phone Number

Mississauga, Ontario Canada

Assisting businesses all over Canada in getting CA$H without adding debt. Factoring invoices........non-recourse and recourse in industries like Transportation, Manufacturing, Distribution, temp Staffing and many more......

Greater Toronto Area, Ontario, Canada

Mississauga

• Providing financing for SME's with revenues of $300k to $100m. Focused on transportation, staffing, manufacturing, and distribution companies located throughout Canada. • Developing new and existing introductory sources through regular networking • Maintaining a relationship with clients and key introductory sources to ensure agreed service levels are maintained. • Attending various trade shows and company events to increase brand awareness Canada wide • Developing a sales plan for the year ahead to ensure company targets are met, while respecting the company values• Managing, mentoring, and developing Business Development Associates and Coordinators of the Sales Team to achieve their personal targets, and ultimately, the Team targets. • Holding weekly Sales meetings to ensure prospects are routinely followed up with, and Sales are overcoming objections; also coordinating the smooth take on of new accounts with underwriting.• Providing training to new hires form all departments about company strategies, values and targets• Underwriting new business within the company Risk framework. • Remaining commercially aware of the market and competitor activity.• Maintaining strong relationships within industry introducers, and encouraging the Sales Team to place appropriate business with them, for the benefit of the client and Bibby. • Inspiring the Sales Team to meet their goals by arranging events to encourage teamwork with teambuilding exercises.

Toronto, Canada Area

• Exceeding sales target while maintaining excellent customer service• Attending industry standard, and niche networking events to develop new introductory sources• Reviewing and organizing new business packages in order to issue proposals within hours of submission• Pulling credit reports from different credit bureaus in order to review and make recommendations for eliminating/reducing risk • Searching public databases for proper entity names, assumed names, encumbrances, judgments, such as PPSA and REQ• Analyzing financial statements to flag and/or seek out missing/required information• Monitoring progression of prospect files through various underwriting stages• Updating CRM database by logging day-to-day activities and notes on client records• Maintaining relationships with referral sources and clients to generate new business and grow existing clientele • Wearing different hats at different times to conduct market analysis to support marketing solutions, campaigns strategy, event planning, customer segmentation targeting, and measurement of marketing programs• Co-ordinating marketing efforts with sales team and developing synergies with larger company plans• Organizing, managing, and attending trade shows across North AmericaWorking with Central Marketing to conduct market research, campaigns strategy, sector targeting while developing exhibition marketing and creating projects such as mailers; e-blast; direct marketing; and case studies

Toronto, Canada Area

• Followed up with qualified leads to obtain application and supporting documentation • Setting up prospect files in database, and requested required information• Developed effective working relations with each Business Development Officer(BDO) to ensure that leads generated are followed up on accordingly. • Maintained accurate CRM records. • Revisited past inquiries. • Cold Calls to prospects pre, during and post show. • Followed up with past introducers to get them reacquainted. • Creates a monthly calendar outlining all planned Marketing activities, expected outcomes from activities and budget requirements. • Maintains inventory of Marketing, Sales and Stationary supplies and orders materials to ensure Sales Team has access to materials necessary for networking and Sales activities. • Assists Head of Sales in preparing for sales meetings. • Co-ordinated all employee engagement events quarterly e.g. Summer BBQ and Holiday Party• Regularly updated the intranet for Canada, with updates like promotions, events, upcoming holidays, corporate news• Managed all vendor accounts

Mississauga

Toronto

Business Administration, Accounting

Real Estate Salesperson Program