Open to opportunities

swapnil mehta

@swapnilmehta

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Results-driven MBA graduate with expertise in investment and sales.

Canada

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What I'm looking for

I am seeking a dynamic role in finance that offers growth opportunities and a collaborative culture.

I am a results-driven MBA graduate with a strong foundation in investment management and a proven track record in portfolio management. My strategic approach has led to a remarkable 7% return on investments through effective diversification. With over 3.5 years of consultative sales experience, I excel in building and maintaining client relationships, consistently exceeding sales targets by 15%.

My expertise lies in analyzing market trends and conducting thorough needs assessments to deliver tailored solutions that enhance client retention by 18%. I leverage CRM systems and financial analysis to optimize client acquisition and satisfaction, ensuring that I meet and exceed client expectations. My certifications in Investment Funds and Asset Management further bolster my ability to navigate the complexities of financial products and services.

Currently, I am honing my skills as a Package Handler Trainer at FedEx Ground, where I lead a team and improve operational efficiency. My educational background, including an MBA focused on Financial Management, equips me with the analytical tools necessary to thrive in fast-paced environments. I am passionate about driving results and making a meaningful impact in the financial sector.

Experience

Work history, roles, and key accomplishments

Current

Package Handler Trainer- Operations

Current

FedEx Ground

Jul 2023 - Present (2 years)

Trained and led a team of 12+ staff while improving onboarding efficiency and fostering a collaborative team culture. Resolved delivery-related issues and customer concerns, demonstrating problem-solving and service skills. Managed administrative responsibilities such as scheduling, reporting, and performance communication across departments.

Team Leadership Training Operations Management Problem Solving Customer Service Scheduling Reporting Performance Management Logistics Communication

Business Development Associate

E-Ship Simplified (Startup India Limited)

Apr 2019 - Present (6 years 3 months)

Built and managed strong client relationships, increasing retention by 18%. Delivered tailored sales solutions through needs-based assessments, showcasing a consultative sales approach. Identified client financial needs and matched them with suitable services, exceeding monthly sales targets by 15–20%.

B2C Sales Prospecting Financial Analysis Objection Handling Customer Relationship Management CRM Software Data Driven Decision Making Lead Generation Sales Forecasting

Education

Degrees, certifications, and relevant coursework

University Canada West

Master of Business Administration, Business Administration

Focused on Financial Management, Corporate Finance, Investment Strategies, Managerial Economics, and Business Analytics. Developed strong analytical and strategic skills applicable to the financial sector.

Devi Ahilya Vishwa Vidyalaya

Bachelor of Journalism and Mass Communication, Journalism and Mass Communication

Studied principles of journalism and mass communication, gaining foundational knowledge in media, communication theories, and public relations. Developed strong research and communication skills.