Dharti Bhansali

• Proactively identified and pursued new business opportunities in both domestic and international markets through cold calling, networking, and social media outreach
• Scheduled and conducted client meetings to understand their needs, address concerns, and propose tailored solutions
• Prepared regular sales reports and performance reviews, including financial data analysis to support strategic decision-making
• Coordinated with inventory teams to ensure product availability for client meetings, sales activities, and demonstrations
• Represented the company at trade exhibitions, industry events, and conferences to enhance brand visibility and generate leads
• Successfully negotiated and closed sales deals while effectively managing client objections and resolving complaints
• Collaborated cross-functionally with sales, marketing, and product teams to drive revenue growth and improve customer satisfaction
• Collected and analyzed customer feedback to provide insights to internal teams, contributing to product and service improvements
• Led promotional initiatives including advertising, digital marketing campaigns, brochures, and website content development
• Played a key role in the development and implementation of a customized CRM software solution to enhance sales team efficiency

• Proactively identified and pursued new sales opportunities via cold calling, networking, and digital platforms.
• Conducted client meetings to understand customer needs and provide tailored product solutions.
• Generated detailed sales reports and financial reviews for management insight and decision-making.
• Coordinated stock availability for sales, demonstrations, and ensured alignment with supply chain operations.
• Represented the company at exhibitions, trade shows, and conferences to enhance brand visibility.
• Negotiated and closed sales deals, resolved client complaints, and ensured customer satisfaction.
• Collaborated across departments to improve sales strategies and achieve team targets.
• Collected and shared client feedback with internal teams to drive continuous improvement.

Sales Coordination & Logistics:

• Managed promotional activities, including advertisements, online marketing, brochure development, and website content.
• Balanced stock levels by analyzing factory reports and coordinating raw material procurement across units.
• Followed up with transporters to ensure timely product deliveries and updated clients accordingly.
• Handled customer inquiries, complaints, and provided prompt and efficient service.
• Prepared and shared quotations, processed purchase orders, and managed internal order confirmations.
• Created and recorded indents, coordinated invoice and delivery order processing with the accounts department.
• Oversaw dispatch coordination between factory, warehouse, and transporters to meet client delivery timelines.
• Maintained tracking and confirmation of material receipt at customer locations.

Commercial & Administrative Support:

• Monitored customer payments, followed up on receivables, and coordinated issuance of credit/debit notes.
• Managed allocation and transfers of stock to various C&F (Carrying and Forwarding) locations based on demand and promotional campaigns.
• Updated daily collection statuses and ensured proper documentation (C Forms, E-1 Forms, Road Permits, etc.).
• Coordinated end-to-end logistics and branding for exhibitions, including booth design, guest arrangements, and promotional materials.
• Handled export documentation and ensured compliance with international trade regulations.

• Coordinate with Share Brokers:
  Liaise regularly with share brokers to collect and verify transaction details and shareholding statements.
• Sub-Franchise Management:
  Coordinate with sub-franchise partners to oversee and support day-to-day operational activities.
• Client Communication:
  Provide clients with daily updates on their share transactions, including profit and loss statements.
• Profit & Loss Tracking:
  Maintain detailed records of the overall profit and loss for all franchises, ensuring accuracy and timely reporting.
• Monthly Franchise Audits:
  Conduct on-site visits to sub-franchises on a monthly basis to perform audits and ensure compliance with operational and financial standards.
• Financial Recordkeeping:
  Maintain accurate books related to the inflow and outflow of payments, ensuring transparency and alignment with accounting standards.

• Assisted in the documentation and filing of income tax returns for individual clients and small-scale organizations.
• Visited the Income Tax Office to facilitate the filing process and resolve client-related matters.
• Prepared accounting vouchers and ensured proper classification of financial transactions.
• Maintained the Petty Cash Book and ensured accurate daily recording of minor cash expenses.
• Assisted in the preparation of the Trial Balance by compiling ledger balances and reconciling accounts.
• Provided support in documentation and compliance during statutory and internal audits.
• Contributed to audit planning, execution, and reporting for various banks and organizations, adhering to audit programmes and timelines