Sumit Gupta

Senior Financial Advisor @Scotiabank

Onboarded 50 new High Net Worth clients over 8 months; maintaining 400 households, worth $94 Million- Leveraging Salesforce for efficient client relationship management and providing consistent accessibility to client to reach me through email or phone outside of business hours - Fulfilled client banking aspirations by leading client meetings with financial partners to develop concrete strategies and solutions - Coordinated several sales projects simultaneously while being fully responsible for the customer- Managed the entire sales process to ensure delivery against key performance metrics, with a strong emphasis on new business sales, while expanding existing accounts- Exceeded sale targets, achieved 100% NPS for Q3 2022