Summary
Overview
Work History
Education
Skills
Personal Information
Hobbies and Interests
Timeline
Generic

Akshata Lad

Dombivli

Summary

Highly-motivated individual with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

6
6
years of professional experience

Work History

Associate - SB Telesales (Smart Partner)

Angle One Limited
Mumbai
10.2023 - Current
  • Enrolling SB for Smart Partner (Digital Marketing).
  • Successfully facilitated the onboarding of Smart Partner SB and conducted necessary training.
  • Organized weekly meetings with SB to provide training in digital marketing.
  • Provided support to the SB whenever needed.
  • Post enrolling, get them joined for the training for smart partner.
  • Sent reminders through various communication channels including WhatsApp, calls, and emails.
  • Provided support to trainees during training sessions, assisting them with any issues they encountered.
  • Assisted SB with any challenges encountered during the onboarding process.
  • Monitored and confirmed SB's adherence to attendance requirements.
  • Contributed to the SB's efforts in post-training activities, specifically focusing on lead generation and smart partner endeavors.
  • Achieved measurable results by successfully implementing and managing training initiatives.
  • Provided support to team members during their training and troubleshooted any issues encountered while creating social media pages, channels, or handles. Collaborated with relevant teams to find solutions for problems faced.

Sales Executive

Quess - Axis Subsidiary
Mumbai
06.2023 - 10.2023
  • Checking various details of customers with the help of CRM Liaising and coordination with the team for service-related activities
  • Understanding the requirements of Customers & provide loans against property.

Sales Executive-Operations & Sales

HDB Finance Ltd (HDFC subsidiary company)
07.2018 - 03.2021
  • Managing a portfolio of Retail & Business Credit Cards along with Forex Cards
  • Liaising with all the team members & DIP Team for pending KYCs to process the physical credit card applications
  • Checking various details of the customers with the help of Flex cube & Finacle
  • Reviewing and verifying income statements, tax returns, and other financial documents presented by clients and prospects to accept the applications
  • Reviewing DIP Policy to check the eligibility of the customers
  • Liaising with the Relationship Managers to increase the penetration of Credit Cards and Forex cards in the branch
  • Doing cross-sell products at Pre & Post issuance levels to increase card activation.

Education

B.Com -

Mumbai University

HSC -

Kolhapur Board

SSC -

Kolhapur Board

Skills

  • X-pert Tally
  • Diploma in office management
  • Strategic Planning
  • Customer Relationship Building
  • Marketing knowledge
  • Creative and Critical Thinking
  • Establishing Effective Relationships
  • Analytical Skills
  • Time Management
  • Continuous Improvement
  • Problem-Solving

Personal Information

  • Date of Birth: 06/26/93
  • Nationality: Indian
  • Marital Status: Single
  • Religion: Hindu

Hobbies and Interests

  • Listening Music
  • Painting
  • Baking
  • Etc

Timeline

Associate - SB Telesales (Smart Partner)

Angle One Limited
10.2023 - Current

Sales Executive

Quess - Axis Subsidiary
06.2023 - 10.2023

Sales Executive-Operations & Sales

HDB Finance Ltd (HDFC subsidiary company)
07.2018 - 03.2021

B.Com -

Mumbai University

HSC -

Kolhapur Board

SSC -

Kolhapur Board
Akshata Lad