Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Kavya Saxena

New Delhi

Summary

Dynamic sales professional with over 5 years of experience in high-volume sales environments, consistently driving revenue growth and exceeding targets. Proven ability to engage potential clients and assess unique needs, effectively matching them with tailored insurance products. Strong interpersonal skills and a strategic approach to sales foster lasting relationships and customer loyalty. Committed to delivering exceptional service and cultivating a results-driven culture within the team.

Overview

6
years of professional experience

Work History

HDFC Bank Ltd

Assistant Manager
04.2024 - Current

Job overview

  • Demonstrated expertise in customer relationship management (CRM) systems and practices
  • Proven track record of achieving sales targets and expanding client portfolios
  • Strong communication and interpersonal skills, with an emphasis on building client trust and satisfaction
  • Financial and investment knowledge pertinent to client advisement and wealth management
  • Experience in negotiating and closing deals while maintaining a client-centric approach
  • Managed a portfolio of 1500+ high-net-worth clients, providing personalized investment strategies that increased client assets by year-over-year.

My Money Mantra

Sales Team Leader
02.2022 - 01.2024

Job overview

  • Monitor sales staff performance to ensure that goals are met
  • Sell various types of insurance policies to businesses and individuals on behalf of insurance companies.
  • Manage, motivate and evaluate sales team members
  • Set weekly, monthly and quarterly sales goals
  • Ensure sales team members adhere to company policies, procedures and ethical standards
  • Develop and implement sales strategies to increase market share
  • Analyze sales data to identify trends and develop plans to address any issues
  • Ensure all sales team members are adequately trained and coached
  • Provide regular feedback to sales team members on their performance
  • Build and maintain customer relationships
  • Generate reports on sales performance and pipeline activity

My Money Mantra

Telesales Executive
11.2019 - 01.2022

Job overview

  • Responsible for cold-calling potential customers to promote products and services.
  • Successfully closed sales with new and existing customers.
  • Consistently exceeded sales targets each month
  • Provided customer service to customers via phone and email.
  • Resolved customer complaints in a timely and professional manner.

Education

University of Delhi
New Delhi

Bachelor Of Arts
06.2022

Skills

Financial planning processes

Timeline

Assistant Manager

HDFC Bank Ltd
04.2024 - Current

Sales Team Leader

My Money Mantra
02.2022 - 01.2024

Telesales Executive

My Money Mantra
11.2019 - 01.2022

University of Delhi

Bachelor Of Arts
Kavya Saxena