KRUPA SHROTRIYA

• Managing and collaborating a team of 10 people with sales lead generation and support functions
• Providing Training for profiling of client to staff, guiding them for generation of leads
• Preparing Proposals for the clients as per their requirements and converting calls with face-to-face or online meetings – Cold calling to meeting/proposal ratio 85%
• Successfully converted 100+plus retail clients for the company in time of Pandemic and business downtime within a span of only 2 months of joining
• Successfully converted 3 loss making properties into profit making by deploying appropriate sales strategies
• Managing after sales client relationship and service resulting into 30% extra reference sales within 3 months of first closure
• Conducting and facilitating consistent trainings for staff to adapt to new market scenarios and changes in strategy
• Managing, monitoring and creating content for daily, monthly, weekly posts of Facebook, Instagram, etc
• Along with a marketing team of 3 people
• Managed supply side conversions and expanded the business by 300%
• Operations
• Responsible for asset and stock management of the company along with sales and monthly reconciliation of the same
• Drafting and Standardization of policies and processes and monitoring execution of the same closely for improvements
• Planning day to day activities, monthly activities and make sure the staff completes their staff within the given deadlines
• Single handedly opened a new business wing of renting out furniture from the company to generate additional revenue
• Responsible for daily operational module creation for staff and monitoring of the same on fortnightly basis
• Analyzing financial data property wise to keep business streamlined on timely basis.

Sales and Business Development Department -Retail branch banking

§ 1250+Clients serviced with regular engagement, sourcing business and activation on various assets and liability products

§ Achieved a target average customer investment of 5 million per annum and maintained profitability of the portfolio and increased revenue for the branch.

§ Maintained more than 65% clients of the portfolio to sign up for long term Fixed Deposit Investments for stability of the liability book size of the bank

§ Managed existing HNI client base of >170clients and growth of assigned portfolio by 25% YOY

§ On-boarded a minimum of 20 new HNI client base per month on HDFC Bank platform-with CASA account sourcing with high value IP- to build liability book size of the bank

§ Working in bank catchment for B2B clientele for the bank.

Client Engagement, Retention & Cross selling:

§ Relationship building with customer and attaining more than 70% business generation through client referral and renewal retention

§ Providing consultation on various insurance – based products – Life Insurance and General Insurance as per customer fitment.

§ Consulted and Handled investment portfolio of the clients -containing mutual funds, shares through various platforms of the bank

§ Cross sold loan products-of the bank and arranging for the best competitive pricing by coordinating with asset departments

§ Providing best business financial solutions digital and non-digital to various business institutions for structuring of their financials,payments and receipts

Retail Banking Operations:

§ Completed compliance requirements for the branch for external departments relating to the bank

§ Handled and Processed customer instructions for various processes and compliance requirements of the bank

§ Managed and tallied of stock for various stationery and non-stationery items of the branch along with compliance requirements

Soft Skills Trainer & Life Practitioner Oct 2013 – Sep 2016

§ National Skills Development Corporation, Maharashtra, India

§ Key focus area of working as a trainer to undertake training for skilled, unskilled and peasant workers.

§ To be employees of retail marts like Big Bazaar,Nasik–Trained in sales skills,customer service and satisfaction through proper communication

§ Paithani and Zardosi skilled workers, Yeola– Trained in communication & management skills, starting and running small business, accounting, and project reports.

§ Social Welfare of Young girls(RehabilitationCentre)Nasik–English,Personality&Youth development.

§ Skilled Brick laborers & Peasant workers,Sinnar–Communication skills and Personality development

Nurse Training for Women, Pune–Communication skills, Personality development, Personal and public hygiene

• Managed a tours and travels business with a fleet of 8 cars and 8 employees
• Tied up with MNCs for their office employees daily conveyance contracts
• Tied up with OLA and Uber for car rental contracts
• Delegated tasks and followed up consistently to finish tasks within time allotted for all employees
• Built a profitable business earning 10% profit within 2 years of setting up the same.
• Tied up corporate partner like Travel time and other software companies for car rentals
• Running a two wheeler and four wheeler rental model for tourists, students and working professionals

• Worked primarily as an Educator for preschool children from age 2 to 6
• Handling two experiential events every month independently with a team of 5 teachers
• Counseling parents for admission at the organization and closure of calls for the same
• Handled responsibility of any two operations departments every month

• Business owner - Dhayari food court - restaurant model in Pune in Partnership
• Managed the finance and restaurant service department for the business
• Managed daily operations and training for customer service of the staff
• Setup feedback mechanism and after sales service mechanism for sales growth of the food court.

§ Admission and Education counselor for students and parents for age group 5-9

§ Head of Computer Department and program management

§ Media Management for marketing material of the school

§ Teaching subjects English, Math’s and Hindi

§ Co-ordination, handling and supervision of internal events

§ Received Best House for the year 2014-15 for team work with a group of 5 teachers

§ Recognized as best class for intellectual and language growth of students amongst all 20 classes of primary sections.

• Key focus area of promotion of creative social networking website through content development
• Generating leads for celebrity shoots and interviews for website content by connecting with coordinators of celebrities
• Settingupoftheentirelocationpluslogisticsoftheshootalongwithtechnicalsupportandcreativeinputs
• Corporate Sponsorship – Meeting with Corporate clients for Advertising and Social Media Campaign

• Key focus area on direct & indirect taxes, financial planning, returns filling, company laws & audits matters
• Audit: Statutory, Concurrent (Banks), ,VAT, Tax & Internal audit of proprietorship, banks, and partnerships
• IT Returns: Handled 15+Clients in filing income-tax returns, writing up of Books of Accounts
• Financial Planning: Worked in fields of tax planning & management for 15+ Clients
• ERP-Finnacle: Gained proficiency in operating the banking software ‘Finnacle’

• KeyfocusareaonTrust,Cooperatives,ListedCompaniesinBankingandInsuranceSectorforAuditmatters
• Trust and Insurance Audit: Worked extensivelywith10+ListedCompanies&Co-operativeClients
• Banks and FI Clients: Special assignments of stock & concurrent audit, Long Form Audit Reports(LFAR)
• ERP–Tally: Gained proficiency in operating the Accounting& Auditing Software ‘Tally’