Saad Nasir Chandna
Senior Financial Advisor @Scotiabank
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WORK HISTORY
Senior Financial Advisor @Scotiabank
Toronto, ON, CA
B2C Lending Portfolio Management (Investments, Credit Products, Insurance): For a portfolio worth $1.2 Billion & over 1,500 customers, delivering 120% results quarterly Investments, mortgages, credit products management and day-to-day account operations.• Lead Generation, Nurturing & Onboarding: Achieved 25% improvement in lead generation through various channels including cold calling & referrals. • Client Touchpoints, Up-Selling & Cross Selling of Solution: Leading periodic meetings with key clients to present performance metrics and upsell/cross-sell new payment solutions.• Sales Pipeline/Funnel Management in Salesforce CRM: Maintaining a healthy sales pipeline to drive new customer acquisitions in line with sales & revenue growth targets. • Client Credit Policies & Solutions: Acting as the primary liaison between clients and internal departments, ensuring alignment with credit policies, business goals and seamless issue resolution.• Contracts, Pricing/Terms Negotiations & Renewals: Collaborating with internal teams to drive negotiations & renewing high-value contracts while maintaining client satisfaction.
EDUCATION
Institute of Business Administration
Bachelor of Business Administration - BBA
The Lyceum School
A Levels
Jaffar Public School
O Levels
The Manchester Metropolitan University
MSc Marketing (Communications)
ABOUT SAAD NASIR CHANDNA
Customer driven Sales, Business Development & Account Management Professional with over 9 years of experience in B2B & B2C Client Relationship Management, Revenue Generation & Business Growth across Banking, Oil & Gas, E-Commerce & Logistics Industries.
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