TaJai Merchant
BROOKLYN,NY
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
6
6
years of professional experience
Work History
Junior Broker
Tip Top Capital
New York, NY
07.2022 - Current
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
- Responded to customer questions and concerns or escalated to supervisor for resolution.
- Identified customer financial service needs to prepare proposals and sell services.
- Answered inquiries and provided information to sales representatives, distributed appropriate paperwork and fulfilled quote requests to deliver excellent customer support.
- Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Maintained regular contact with clients to inform about transactions and performance.
- Prepared contracts and related documentation according to strict standards.
- Gathered customer information and maintained in CRM database.
- Negotiated with finance companies for optimal financing opportunities for clients.
CEO/BROKER
Bravado Automotive LLC.
LONG ISLAND, NY
03.2020 - Current
- Planned and produced marketing and advertising content for social media platforms
- Successfully partnered with Multiple Franchise New Car Dealers
- Successfully partnered with over 20 Used Car Dealers
- Generated a minimum of 200 leads per month
- Developed and improved the capabilities of the sales team over the course of two years
- Closed and negotiated over $1 million in sales
- Specialized in Luxury and Exotic vehicles
- Effectively managed well over 100 incoming calls daily
- Partnered with wholesalers to accommodate the crucial inventory shortage.
- Built productive relationships with industry partners and competitors to support strategic business objectives.
- Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
- Developed key operational initiatives to drive and maintain substantial business growth.
Finance Director
LUXURY EUROPEAN CARS
BROOKLYN, NY
02.2021 - 02.2022
- Processed financial contracts/agreements
- Successfully advised clients to purchase additional financial products and services
- Kept records of customer interactions, processed customer accounts and filed documents
- Collaborated with the team to quickly resolve customer complaints with appropriate action
- Effectively managed approximately 100 incoming calls daily
- Created and maintained office forms and procedures as well as assisted with funding.
- Verified compliance of financial policies and accounting procedures against federal regulations.
- Assisted operations management with recruiting, interviewing and hiring new employees for department.
- Managed day-to-day operations within 5-person finance department for Auto Group.
- Set clear departmental objectives and developed effective strategies to achieve targeted goals.
- Produced reports outlining financial data to assist management with making strategic plans and operational decisions.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Increased revenue by assisting with operations management, sales and marketing efforts.
Finance Manager
Sunrise Certified
Long Island, NY
09.2019 - 02.2021
- Used strong communication skills to collaborate with team members to ensure efficient service
- Created and maintained office forms and procedures to assist with administrative tasks
- Processed orders, determined charges, and oversaw billing and payments
- Greeted and welcomed clients with a warm, friendly and positive attitude
- Coordinated the repair and maintenance of office supplies and equipment bi-weekly
- Verified client personal and financial information
- Planned and managed social media marketing
- Built close relationships and as well as excellent rapport with clients
- Successfully delivered vehicles and contracts directly to the Customer's doorstep.
- Executed vendor setup and payment, administration of bank accounts and account reconciliations.
- Increased revenue by assisting with operations management, sales and marketing efforts.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Created documents to display financial reports and data using [Software].
- Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
- Evaluated applications against outline specifications to approve, reject or recommend adjustments files.
- Partnered with IT, business development and operations leadership to develop robust financial business plan with detailed benchmarks and action plans.
Sales Executive
Nissan of Bay Shore
Long Island, NY
02.2019 - 08.2019
- Developed a process that allowed me to close 80% of clients I sat with
- Performed sales demonstrations to clients
- Handled and followed up on potential buyers
- Negotiated and completed purchasing contracts
- Responsible for selling an average of 30 vehicles each month
- Verified client personal and financial information
- Answered client questions and addressed problems, conflicts and concerns
- PROFESSIONAL SKILLS
- Automotive sales
- Financial Services
- Account management
- Financial Advisory
- Cold Calling
- Sales software proficiency
- Product knowledge
- Contract Negotiating
- CRM software
Intern
DISTRICT COURT
Smithtown, NY
01.2018 - 07.2018
Skills
- Data Collections
- Digital Currency
- Financial Presentations
- Investment Strategy
- Loan Processing
- Financial Analysis
- Broker Transactions
- Client Relationships
- Qualifying Customers
- Contract Drafting
- Team Goals
- Partnership Management
- Sales Strategies
Timeline
Junior Broker
Tip Top Capital
07.2022 - Current
Finance Director
LUXURY EUROPEAN CARS
02.2021 - 02.2022
CEO/BROKER
Bravado Automotive LLC.
03.2020 - Current
Finance Manager
Sunrise Certified
09.2019 - 02.2021
Sales Executive
Nissan of Bay Shore
02.2019 - 08.2019
Intern
DISTRICT COURT
01.2018 - 07.2018
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