Sonam Panwar

In 2019, I was very proudly awarded Employee of the Year which was achieved through my dedicated approach to networking and clients' relationship development.

The following duties included, but were not exclusive to:

• Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
• Boosted sales numbers with proactive account servicing and diligent relationship-building.
• Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
• Networked with business leaders and executives to identify clientele within local community.
• Recommended new products to clients and maintained solutions-oriented problem-solving for long-term client relationships.
• Fostered customer trust by addressing concerns and needs using targeted problem-solving.
• Collaborated with upper management to implement continuous improvements and cultivate relationships with internal groups and current and potential partner organizations.
• Built relationships with customers and community to establish long-term business growth.

Working in a small and very focused team within a great environment, this role allowed me to create many new connections whilst networking via conference settings. The following tasks included:

• Generate new accounts by demonstrating and believing in the company’s products and services.
• Increased my client base to achieve and often exceed targets and Convert leads to sales and develop long lasting relationships
• Maintain regular communications with clients, ensuring their needs and requests are always met
• Assisted with creating and rolling out compliance documentation (Know-Your-Client) Identify new clients and negotiate to build profitable accounts
• Coordinated innovative strategies to accomplish objectives and boost long-term profitability.
• Generated new business with marketing initiatives and strategic plans.
• Uncovered and qualified prospects and sales opportunities in targeted markets using external resources.
• Established relationships with key decision-makers within customer's organization to promote growth and retention.
• Strategized and implemented successful approaches to revitalize underperforming product lines and create profit-generating enterprises.
• Represented company and promoted products at conferences and trade association meetings.
• Streamlined operational efficiencies by delivering recommendations for knowledge-base processes and procedures.

• Devised SWOT analysis to create and execute business plan supporting achievement of established quotas.
• Collected data and performed customer needs analysis.
• Consulted with product development teams to enhance products based on customer data.
• Reached out to potential customers via telephone, email and in-person inquiries.
• Researched and identified opportunities for account growth, account penetration and market expansion.
• Devised effective marketing, sales and other promotional initiatives.
• Established relationships with key decision-makers within customer's organization to promote growth and retention.