MOHAN YADAV
Danbury,CT
Summary
Dynamic professional with a proven track record in enhancing customer relationships and boosting sales, notably at Curry Subaru. Skilled in leveraging follow-up techniques and customer service excellence to secure client loyalty and drive substantial growth. Expert in navigating leasing agreements, with a knack for referral generation. Achieved a notable increase in branch profitability through strategic financial advising and business development.
Overview
21
21
years of professional experience
Work History
Sales and Leasing Consultant
Curry Subaru
Cortlandt Manor, NY
11.2020 - Current
- Helping customers with the purchase process of a new Subaru from product presentation to delivery of the car
- Call existing lease customers to explain in detail about the lease end process and get them into a new contract
- Sharing the benefits of trade in and trade up programs of Subaru to existing clients to upgrade their current vehicle
- Providing exceptional customer service to all the clients during the purchase process and working on building the Curry brand for long lasting relationships with customers and establishing a robust referral platform to generate new prospects
- Well versed with technological features and software of Subaru Starlink services
- Helping customers with test drive and demonstration of the Subaru models and their safety features
- Prospecting for clients on the phone and making appointments for test drive
- Understanding clients and building rapport with them to guide them in the right direction
- Showing the benefits of Subaru Warranty Products and Services and referring them to the Finance Manager
Business Development Executive
Lumbini Consulting Group
Danbury, CT
06.2018 - Current
- Develop and implement marketing and sales plan for startup IT consulting business
- Identify client’s needs and issues, capture market intelligence, and qualify, nurture and deliver opportunities that generate sales
- Conduct peer-level conversations with senior executives in Human Resources, IT Operations and Legal
- Responsible for planning, implementing, and managing the growth of assigned business segment, partnering with operations and marketing to achieve sales objectives within company guidelines and directives
- Responsible for sales and business development functions, including key account management, customer relationship development, contract negotiations and fulfillment
Manager on Duty
JPMorgan Chase
Greenwich, CT
08.2014 - 06.2018
- Analyze branch profitability, branch scorecard and interpret Profit & Loss
- General Management of the branch when the Branch Manager is not present
- Providing additional management support when the Branch Manager is on vacation
- Get involved with complex customer issues/requests and make decisions to resolve
- Provide approvals (e.g., supervisor overrides, employee schedules, fee reversals etc.)
- Lead daily huddles
- Provide recognition and feedback to all branch employees
- Ensure that the branch team complies with the policies, procedures and regulatory banking requirements
Private Client Banker
JPMorgan Chase
Greenwich, CT
03.2014 - 06.2018
- Deliver a high touch and superior service experience to a portfolio of affluent clientele who have a minimum of $500k in liquid/investable assets
- Main point of contact for all the Chase Private Clients
- Adopt a proactive a disciplined approach to expanding and retaining existing relationships and acquiring new affluent clients
- Increase the branch’s profitability
- The branch profitability moved up from Performance Level 4 to Performance Level 1 due to deposit growth and new business from investments and loans
- Contribute to acquisition primarily by actively soliciting referrals from satisfied clients and developing internal and external referral sources
- Facilitate efficient and accurate interactions between the client, lending and investing business partners
- Partner with Private Client Advisor to capture a greater share of client’s wealth, working with the exact same book of business together
- Deepen relationships with clients by consolidating deposit balances from other institutions
Small Business Specialist
JPMorgan Chase
Greenwich, CT
10.2011 - 06.2018
- Acquire, retain, deepen and manage business relationships
- Grow balances through sale, marketing, promotion and referral of products and services utilizing a proactive and disciplined approach
- Take a leading role in creating outstanding customer experience and helping the branch meet sales objectives, contributing to the success of the bank
- Prospect for business opportunities in the branch
- Retain and grow Premier business customers
- Help bankers with business questions and identify new business opportunities
- Partner with specialists such as Relationship Manager, Mortgage Banker, and Financial Advisor to ensure our customers get access to experts who can help them with specialized financial needs
Licensed Personal Banker
JPMorgan Chase
New Rochelle, NY
11.2008 - 10.2011
- Acquire, retain and expand new and existing relationships
- Creating outstanding customer service
- Proactively meet with customers to discover their financial needs and provide product recommendations
- Completely profile new and existing customers to ensure a cross-sell of deposits, credit, convenience, investments, personal and business banking products
- Contribute directly to the success of the branch banking by maximizing the depth and profitability of the customer’s relationship through partnering with sales specialists in Retail Lending, Small Business, Investments, Chase at Work and other product areas
Financial Consultant
AXA Advisors
New York, NY
09.2006 - 07.2008
- Handled transactions involving investment and risk management products and services
- Perform financial analysis, financial modeling and risk tolerance assessment to advise both individuals and business owners
- Identify and prioritize client’s goals, offering strategic advice specific to their needs, and implementing the strategies that work best for the clients
- Gather information from clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan
- Prepare or interpret for client’s information such as investment performance reports, financial document summaries, or income projections
- Review clients’ accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment
- Utilize the financial planning software to develop creative ways to meet client’s needs and recommend appropriate financial products
- Inform clients about tax benefits and rebates while servicing current accounts and maintain client relationships
Sales Manager
Kalari Emporium
Stamford, CT
06.2005 - 03.2006
- Business planning and budgeting
- Control the business costs and generate enough revenue to make the business more profitable
- Hire employees and train them as better customer service specialists
- Handling customer complaints and requests
- Review bank accounts daily and monitor credit card sales
- Preparing tax forms
- Inventory management, review purchase orders, negotiate prices with several vendors
- Designed more attractive merchandise presentation strategies and special marketing campaigns, resulting in increased store traffic and profits
Financial Advisor
American Express Financial Advisors
Norwalk, CT
05.2004 - 03.2005
- Prospecting and locating new clients to establish and build a client base
- Setting appointments with clients to obtain information on the client’s finances and financial goals
- Build a book of business as a stand-alone American Express Financial Advisor
- Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals
- Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects performing all work-related activities
- Develop a comprehensive financial plan that identifies problem areas, make recommendations for improvement, and select appropriate investments compatible with the client’s goals, attitude toward risk, and expectation or need for a return on the investment
Education
Certificate - Fintech Revolution, Financial Technology and Digital Transformation
The Wharton School
Philadelphia, PA08.2021
M.B.A. - Banking and Finance
Dowling College
Oakdale, NY05.2006
B.S. - Commerce and Accounting
Nizam College
Hyderabad, IndiaSkills
- Follow-up techniques
- Leasing agreements
- Resident retention
- Customer service
- Referral generation
- Lead generation
- Business development
- Goal oriented
- Relationship building
- Sales presentations
- Team leadership
- Relationship building and management
- Training and development
- Fluent in Hindi
- CRM software proficiency
References
Available on request
Timeline
Sales and Leasing Consultant
Curry Subaru
11.2020 - Current
Business Development Executive
Lumbini Consulting Group
06.2018 - Current
Manager on Duty
JPMorgan Chase
08.2014 - 06.2018
Private Client Banker
JPMorgan Chase
03.2014 - 06.2018
Small Business Specialist
JPMorgan Chase
10.2011 - 06.2018
Licensed Personal Banker
JPMorgan Chase
11.2008 - 10.2011
Financial Consultant
AXA Advisors
09.2006 - 07.2008
Sales Manager
Kalari Emporium
06.2005 - 03.2006
Financial Advisor
American Express Financial Advisors
05.2004 - 03.2005
Certificate - Fintech Revolution, Financial Technology and Digital Transformation
The Wharton School
M.B.A. - Banking and Finance
Dowling College
B.S. - Commerce and Accounting
Nizam College