Sidharth Mahajan

Senior Manager, Sales Strategy, Business Banking @CIBC

Vancouver, BC, CA

Led the development and deployment of the fiscal 2023 strategy roadmap, aiming at business-banking segment market share growth to 15-19%. Engaged benchmarking consultants to analyze competition and identify opportunities. • Tracked national sales pipeline, client retention, credit authorization and deposits metrics. Generated reports using data analytics techniques, providing key business insights to C-suite and other executives for taking decisions. • Established and implemented advisor success framework, incentives and KPIs. Partnered with analytics, product and frontline teams to craft staircase metrics and individual performance reports such as portfolio health and composition. • Collaborated cross-functionally with sales, marketing, and product teams to ensure alignment on customer needs. Created playbooks and orchestrated segment-wide client transfers (over clients with $5.5bn in funds managed). • Partnered with FIs to develop collaborative opportunities of over $500mn, aiming at creating low-barrier inclusive financial products for underserved business banking customers. • Analyzed NPS data and customer feedback to identify trends and opportunities for improvement and executed action plans to address issues and drive results. Improved managed advisor NPS from 40% to 48%.

Telfer School of Management at the University of Ottawa

MBA, Finance

Indian Institute of Technology (Indian School of Mines), Dhanbad

Bachelor of Technology, Mining Engineering