Summary
Overview
Work History
Education
Skills
Timeline
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MAHENDRA SINGH BHATI

MAHENDRA SINGH BHATI

CUSTOMER RELATIONSHIP MANAGEMENT
Jaipur,RJ

Summary

Dynamic CRM Head with a proven track record at Mahima Group, excelling in performance tracking and client retention strategies. Spearheaded initiatives that boosted CRM adoption and enhanced customer experience. Adept at training and mentoring teams, fostering collaboration, and driving strategic sales growth through innovative solutions.

Overview

24
24
years of professional experience

Work History

CRM HEAD/Head of RETAIL FINANCE

MAHIMA GROUP
03.2024 - Current
  • Developed customized reports for improved sales forecasting and accurate performance tracking.
  • Actively contributed to company growth by leveraging insights from customer data within the CRM system for strategic decisionmaking.
  • Boosted CRM adoption by streamlining processes and providing comprehensive training to team members.
  • Built partnerships with diverse internal teams and sales, finance, and operations departments to streamline processes.
  • Created customer support strategies to increase customer retention.
  • Created activities and engagements to enhance customer experience, knowledge, and patronage.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.

Finance Manager

MAHIMA GROUP
05.2012 - 03.2024
  • Strengthened internal controls through regular audits and adherence to regulatory requirements.
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.
  • Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
  • Negotiated favorable terms with vendors, resulting in significant cost savings for the company.
  • Mentored junior finance staff, fostering professional development and strong team dynamics.
  • Collaborated with cross-functional teams for strategic business planning and growth initiatives.
  • Created organizational structures to improve accounting and finance functions.

Direct Sales Consultant

HDFC LTD
04.2007 - 05.2012
  • Exceeded sales targets consistently by utilizing persuasive communication skills and innovative selling techniques.
  • Participated in local events and trade shows to promote brand awareness and generate leads for the company.
  • Created compelling promotional offers as part of targeted campaigns designed to increase lead generation efforts.
  • Streamlined sales processes, optimizing efficiency while maintaining high-quality customer interactions.
  • Met existing customers to review current services and expand sales opportunities.
  • Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
  • Developed and maintained strong working relationships with professionals within assigned territory.
  • Met with customers to discuss and ascertain needs, tailor solutions and close deals.
  • Negotiated prices, terms of sales and service agreements.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Met customers in homes and businesses to discuss and demonstrate products.
  • Boosted overall team morale through positive reinforcement tactics; recognizing achievements while supporting growth-oriented solutions.

Sales Manager

IDBI Bank LTD.
03.2002 - 01.2007
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Led a successful sales team by providing motivational coaching and performance-based incentives.
  • Analyzed market trends to identify new business opportunities, leading to expansion into profitable territories.

Education

M.COM -

SSG PAREEK COLLEGE
JAIPUR
04.2001 -

High School Diploma -

TPS SCHOOL
JAIPUR
04.2001 -

Skills

Performance tracking

Timeline

CRM HEAD/Head of RETAIL FINANCE

MAHIMA GROUP
03.2024 - Current

Finance Manager

MAHIMA GROUP
05.2012 - 03.2024

Direct Sales Consultant

HDFC LTD
04.2007 - 05.2012

Sales Manager

IDBI Bank LTD.
03.2002 - 01.2007

M.COM -

SSG PAREEK COLLEGE
04.2001 -

High School Diploma -

TPS SCHOOL
04.2001 -

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MAHENDRA SINGH BHATICUSTOMER RELATIONSHIP MANAGEMENT