Tarun Jain

• Conduct KYC assessments per NI 31-103 to determine RESP suitability, driving informed plan
enrollments.
• Promote and sell Children's Education Trust RESPs via tailored virtual sales presentations.
• Manage high-volume inbound/outbound calls while maintaining KPIs in customer service and
sales conversion.
• Achieve 100% escalation resolution rate through proactive callbacks and personalized client
engagement.
• Execute retention strategies through targeted outreach, reducing churn and driving positive
business outcomes.
• Represent the organization at trade shows (Toronto Baby Show, Movies for Mommies) to
generate leads.
• Grew client acquisition by 20% through customized RESP savings strategies aligned to family
financial goals.
• Maintained weekly conversion rate of 10+ new clients through disciplined lead management.
• Delivered expert consultations on RESP contributions and government grants (CESG, CLB).
• Streamlined client onboarding processes, improving efficiency and overall customer
experience.
• Collaborated cross-functionally with product and operations teams to optimize client outcomes.

• Conduct KYC assessments per NI 31-103 to determine RESP suitability, driving informed plan
enrollments.
• Promote and sell Childrens Education Trust RESPs via tailored virtual sales presentations.
• Manage high-volume inbound/outbound calls while maintaining KPIs in customer service and
sales conversion.
• Achieve 100% escalation resolution rate through proactive callbacks and personalized client
engagement.
• Execute retention strategies through targeted outreach, reducing churn and driving positive
business outcomes.
• Represent the organization at trade shows (Toronto Baby Show, Movies for Mommies) to
generate leads.
• Grew client acquisition by 20% through customized RESP savings strategies aligned to family
financial goals.
• Maintained weekly conversion rate of 10+ new clients through disciplined lead management.
• Delivered expert consultations on RESP contributions and government grants (CESG, CLB).
• Streamlined client onboarding processes, improving efficiency and overall customer
experience.
• Collaborated cross-functionally with product and operations teams to optimize client outcomes.

• Delivered tailored financial solutions across credit, personal loans, and investment products to
a diverse client base including high-net-worth individuals.
• Consistently exceeded monthly sales KPIs, achieving early performance benchmarks ahead of
target timelines.
• Managed complex escalations and provided white-glove service to priority accounts,
strengthening retention.
• Led peer coaching initiatives and contributed to new advisor onboarding and training programs.

• Exceeded first-year sales targets by promoting bundled telecom packages through consultative
selling.
• Key member of Rogers Ignite TV launch team — contributed to