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 DelhiNew Delhi
Bachelor Of Arts
06.2022
Skills
Financial planning processes
Data Analytics
Customer portfolio management
Financial services
Banking
Wealth Management
Sales Strategy & Execution
Team Leadership & Development
Revenue Growth
Client Relationship Management
CRM (Salesforce, HubSpot, etc)
Budgeting & Forecasting
Negotiation & Closing
Market Analysis
Performance Metrics & KPIs
Client Relationships
Investment and Wealth Planning
Financial Advising
Sales expertise
Relationship building and management
Team Building
Ms excel
Ms office
Communication skill
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