Pallavvi Agarwal Manager Sales & Client Relation
Mumbai
Summary
A dynamic professional with over 8+ years of experience in Sales, Strategic Planning, Business Development, Relationship Management, Channel Management, and Team Management, possessing excellent interpersonal, communication, and analytical skills, with demonstrated abilities in customer relationship management.
Overview
12
12
years of professional experience
Work History
Manager-B2C Sales & Client Relations
Inflection Point Ventures-IPV
Mumbai
08.2020 - 06.2024
- Responsible for organization sales, retention targets, and revenue generation.
- Leading a team of 12 senior associates, associate, and 4 interns.
- Overseeing 3550+ clients with AUM of 1000cr+
- Successfully launched 43 communities of premier institutes in India.
- Launched two premier products in the organization.
- Call center setup, training, and monitoring for the Shark Tank Project.
- Played instrumental in signing partnerships with IIT Madras, IITB, XLRI, and Symbiosis incubation and alumni cell.
- Collaborating with institutes to arrange online and offline events for lead generation and visibility.
- Upselling of products by identifying client requirements.
- Designing SOPs, enhancing the current process, and overall supervision of operations of the BDRM team.
- Driving registrations for offline and online events.
- Planning various projects for new client acquisition and ensuring delivery on time by collaborating with a cross-functional team.
- Handling internal and external escalations, and conflict resolution.
- Responsible for resource planning, hiring, and training.
- Responsible for onboarding of HNIs on CAT 2 Fund.
- Designed and executed overall training for the Sales department on LMS.
- Planning various campaigns in collaboration with the marketing team for new client acquisition and retention.
- Onboarding syndicates, HNIS, and wealth managers for partnerships.
- Preparing presentations and reports for the reference of stakeholders.
- Implemented client retention lifecycle on Salesforce.
- Building reports and trackers for monitoring team performance.
- Collaborating with a cross-functional team for client experience enhancement.
Client Success Manager-US shift
Wishup Technology Ltd
01.2018 - 01.2020
- Head the Client Success Division for the US, Canada, APAC, and South American markets
- Onboarding new clients, retention, client service, client feedback, upgrades, contract negotiation, and collections among other daily operational tasks
- Responsible for Client experience throughout the company lifecycle
- Getting the feedback implemented
- Personalized consultation on using the service, according to the business
- Handling Escalations
- Handling events & Vendor tieups
- Social media management.
Assistant Manager
Kotak Education Foundation
01.2017 - 01.2018
- Managed student placements and career guidance
- Developed and implemented life skills modules
- Facilitated industry exposure and networking opportunities
- Arranged mentors for professional courses
- Monitored and tracked academic performance
- Approved financial allowances for Field Officers
- Planned and organized alumni reunions.
Assistant Coordinator
Childline Foundation
01.2014 - 01.2015
- Managed student placements and career guidance
- Developed and implemented life skills modules
- Facilitated industry exposure and networking opportunities
- Arranged mentors for professional courses
- Monitored and tracked academic performance
- Approved financial allowances for Field Officers
- Planned and organized alumni reunions.
Senior Associate- Sales & Retention
Writer's Bug
01.2012 - 01.2014
- Managed student placements and career guidance
- Developed and implemented life skills modules
- Facilitated industry exposure and networking opportunities
- Arranged mentors for professional courses
- Monitored and tracked academic performance
- Approved financial allowances for Field Officers
- Planned and organized alumni reunions.
Education
Lean Sigma Green Belt -
KPMG
01-2022
PGDBM-Marketing & IT -
Institute of Technology & Science
01.2001
Project Management -
Google
Skills
- Strategic Planning
- Business Development
- Relationship Management
- Channel Management
- Team Management
- Interpersonal Skills
- Analytical Skills
- Process Flows
Accomplishments
- Sales team won the Star Performers Awards for continuous 5 Quarters under my supervision in IPV
- Organically signed MOU with Ficci FLo along with 3 days Masterclass driving 178 organics accounts
- Generated 10cr through new launch program in a quarter
Timeline
Manager-B2C Sales & Client Relations
Inflection Point Ventures-IPV
08.2020 - 06.2024
Client Success Manager-US shift
Wishup Technology Ltd
01.2018 - 01.2020
Assistant Manager
Kotak Education Foundation
01.2017 - 01.2018
Assistant Coordinator
Childline Foundation
01.2014 - 01.2015
Senior Associate- Sales & Retention
Writer's Bug
01.2012 - 01.2014
Lean Sigma Green Belt -
KPMG
PGDBM-Marketing & IT -
Institute of Technology & Science
Project Management -
Google
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