Dynamic employee with a commitment to tackling new challenges. Exhibits a robust work ethic, adaptability, and outstanding interpersonal abilities. Experienced in customer relationship management, negotiation strategies, and strategic planning. Effective in self-directed roles and quick to learn new competencies.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Field Sales Executive
Extraaaz Innovative Tech Solutions Pvt. Ltd
Noida
05.2026 - Current
Managed the end-to-end sales process, from client meetings and product presentations to negotiation and deal closure.
Presented and demonstrated ERP software and POS solutions, highlighting product features and business benefits.
Generated leads and scheduled meetings with prospective clients, aligning solutions with their business requirements.
Built and maintained strong customer relationships, resulting in increased repeat business and referrals.
Collaborated with internal teams to ensure smooth implementation and customer satisfaction.
Loan officer
ARR Financial (Canada NBFC)
Gurugram
01.2026 - 03.2026
Collaborated with clients to gather and verify financial documentation, ensuring accuracy for loan processing.
Guided clients through the loan process, addressing concerns and questions promptly.
Evaluated loan applications to determine eligibility and risk levels.
Reviewed credit histories, income statements, and other financial information of loan applicants.
Reviewed loan agreements for completeness and compliance with regulations, reducing potential delays in funding.
Organized and submitted documentation for underwriter approval, streamlining loan process and enhancing turnaround time.
Handled contract papers for funding to ensure compliance with regulations.
Finance Consultant
Authorized Person (Business Partner)Angel One Ltd.
Agra
01.2024 - 12.2025
Developed comprehensive financial plans aligned with clients' goals and risk profiles.
Designed investment strategies by evaluating clients' assets, liabilities, income, and expenses.
Facilitated openings of client demat accounts and advised on mutual funds, life insurance, general insurance, and loan products to enhance client investment strategies.
Conducted market research to identify emerging trends and opportunities, enabling clients to capitalize on market shifts.
Built relationships with prospective clients to expand client base for demat and trading accounts through field sales, referrals, and networking.
Assisted clients with account openings, KYC, and onboarding, ensuring regulatory compliance and smooth transition into financial services.
Collaborated with broker's support team to resolve client queries and enhance customer experience.
Senior Sales Manager
HDFC Life Insurance
Agra
09.2022 - 07.2023
Managed all aspects of the sales process from lead generation to closing deals.
Led sales team to develop and implement strategic sales plans.
Met or exceeded monthly revenue targets set by senior management.
Analyzed monthly sales data to inform strategic decision-making.
Delivered product training to team members and sales support to improve product knowledge.
Facilitated teamwork and resolved interpersonal conflicts to enhance collaboration.
Ensured compliance with all relevant laws, regulations and ethical standards.
Monitoring of documentation and ensuring smooth issuance of policy.
Key Relationship Manager
ICICI Prudential Life Insurance
Agra
07.2018 - 08.2022
Managed stakeholder relationships to align initiatives with business objectives.
Conducted product training sessions for staff at bank branches to improve service delivery.
Facilitated regular meetings with partners to discuss performance and strategic goals.
Reviewed partner performance regularly, identifying improvement areas and growth opportunities.
Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
Analyzed and enhanced insurance sales strategies to boost revenue performance.
Performed sales consultations and educated clients on products and services.
Trained, coached, and mentored junior sales personnel to ensure success in their roles.
Provided support during sales calls by offering product knowledge, answering questions.
Monitored documentation processes to facilitate smooth issuance of policies.
Created and presented monthly reports to management on sales performance.
Tele Sales Executive
Gowrie Healthcare Private Limited
Vadodara
01.2015 - 08.2015
Created promotional offers that contributed to revenue growth.
Executed cross-selling strategies to boost revenue across various product lines.
Developed and nurtured relationships with pharmacists to facilitate communication and support.
Maintained data and analyzed month-on-month purchases of assigned accounts to identify trends.
Conducted market research for pharmaceutical products, providing insights to stakeholders.
Education
M.B.A - Marketing Management
M.S University
Vadodara, Gujarat
01-2018
B.C.A -
Sardar Patel University
Anand, Gujarat
01-2014
12th - Commerce
Baroda High School O.NG.C
01-2010
Skills
Sales process management
Product demonstrations
Customer management
Business development
Competitive analysis
Product training
Microsoft Excel and Office
Problem solving
Team collaboration
Business relationships
Interpersonal communication
Adaptability and flexibility
Sales ethics
Certification
Financial Modeling & Valuation (DCF, LBO)
NISM Series V-A Certification
IRDAI Certification
Microsoft Excel
Advanced Excel Certification – Currently Pursuing
Hobbies and Interests
Hobbies
Reading business and self-improvement books
Networking and relationship building
Traveling and exploring new markets
Interests
Business Development
Financial Markets & Investments
Technology and ERP Solutions
Continuous Learning
Projects
ICICI Prudential life insurance (2018), Persistency back bone of life insurance companies - appropriate measures for collection of renewals from customers.
FAG Schaffeler- Pricing process and analysis (2015), Prices of bearing products based on company’s goals to increase short-term profit, long-term profits, stabilizing prices, increasing cash flow or to warding off competition.
Lomoso Solutions Pvt limited–Customer Retention Management (2015), The study was conducted of unorganized retail sector facing problems in retaining customers.
Timeline
Field Sales Executive
Extraaaz Innovative Tech Solutions Pvt. Ltd
05.2026 - Current
Loan officer
ARR Financial (Canada NBFC)
01.2026 - 03.2026
Finance Consultant
Authorized Person (Business Partner)Angel One Ltd.