Meghav Upadhyay — Sales, Marketing & Financial Services

About

Relationships first. Results always.

I've spent six-plus years in client-facing roles where trust decides the outcome. As a Member Advisor at Affinity Credit Union, I guided clients across lending and registered investments with a zero-deficiency audit record. As an Assistant Manager at Silver's Local Market, I led a team of eight. At Ashley Homestore, I finished top-3 in revenue six months straight.

I currently run AG Automation, a digital marketing and automation agency serving Canadian small businesses — hands-on experience in lead generation, campaigns, and client acquisition. I work with modern AI tools daily, I follow the markets every morning, and I bring that sharpness into every conversation.

Consultative selling Client advisory Negotiation Lead generation Team coaching CRM & MS Office English · Hindi · Gujarati

The record

Years in sales & financial services

Top 0

Revenue producer — six straight months, Ashley Homestore

Team members led & coached — Silver's Local Market

Audit deficiencies in two years of advisory work — Affinity

Countries travelled solo

Experience

Every role, measurable.

2025 — Now

Founder & Growth Specialist

AG Automation · Calgary

Digital marketing & automation agency for Canadian small businesses — lead generation, campaigns, websites, and client acquisition, run end to end.
Full sales cycle, solo: prospecting, pitching, closing, delivery, retention.

2023 — 2025

Member Advisor

Affinity Credit Union · Saskatoon

One-on-one advisory across lending and registered investments — RRSP, TFSA, FHSA, GICs, lines of credit.
Zero deficiencies across two years of internal audits.
Consistently exceeded cross-sell targets through needs-based conversations.

2021 — 2024

Assistant Manager

Silver's Local Market — Beer, Wine & Spirits · Saskatoon

Led a team of 8 — coaching, scheduling, supplier coordination, inventory.
Drove 22% quarter-over-quarter growth and cut staff turnover by 30%.

2021 — 2022

Product Specialist

Ashley Homestore · Saskatoon

Top-3 revenue producer for six consecutive months — consultative selling, multi-channel pipeline, disciplined follow-up.

Education

BBA Financial Services · Post-Grad ×2

Saskatchewan Polytechnic — Business Mgmt · Supply Chain Mgmt

Bachelor of Business Administration in Financial Services, plus two Canadian post-graduate credentials.

Initiative — built outside the day job

Marketing & automation agency

AG Automation

Lead generation, campaigns, and client-acquisition systems for Canadian small businesses — sold, built, and delivered end to end.

agautomation.ca →

Product — designed & launched

Parbud

A parenting-support product I took from idea to live launch — positioning, pricing, payments, and marketing handled personally. Proof of follow-through.

parbud.care →

Perspective

21 countries, travelled solo.

Every border crossed alone is a negotiation, a logistics problem, and a trust exercise — often in a language I didn't speak. That's the same skill that serves clients: read the room fast, adapt, stay calm, find the path.