Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Pooja Sharma

Pooja Sharma

Bangalore

Summary

Dynamic professional with 9 years of experience in cross functional collaboration. Proven track record in driving brand growth and profitability through strategic team building and customer service initiatives. Skilled in developing training programs and performance monitoring techniques to boost employee engagement. Expertise in identifying and addressing organizational challenges to foster a positive work environment.

Overview

9
9
years of professional experience

Work History

Manager - Trade Sales and Forex

HDFC BANK
03.2022 - Current
  • Managed diverse portfolio of 150 customers including Renesas Electronics India, Technoilogy India.
  • Oversee branch performance, achieving RTFX income targets through customer acquisition.
  • Conducted joint visits and calls with branch staff to engage potential RTFX customers.
  • Utilized advanced MIS analytics to identify growth opportunities in inactive segments.
  • Coordinated with internal teams to facilitate capital account transactions for client needs.
  • Ensured compliance closure for clients, adhering to RBI guidelines and regulatory standards.

Sales Manager

DEUTSCHE BANK
12.2019 - 11.2021
  • Conducted daily meetings with channel partners to assess lead quality.
  • Maintained profitable relationships with DSA channels and referrals.
  • Collaborated with marketing team to establish consistent lead generation strategies.
  • Ensured customer satisfaction by resolving inquiries efficiently.

Cluster Officer

PNB Housing Finance Limited
11.2016 - 07.2019
  • Supervised and managed a team of 10 individuals to enhance productivity.
  • Monitored sales team performance metrics and reported data for continuous improvement.
  • Solicited potential borrowers for new mortgage loans and fixed deposits.
  • Provided guidance, support, and accurate information to clients and team members.

Education

PGDM - Marketing

Institute Of Management Technology
Ghaziabad
01.2018

Bachelor of Science -

Delhi University
New Delhi
07-2015

Skills

  • Customer relationship management
  • Account management
  • Business development
  • Microsoft Office proficiency
  • Trade documentation
  • Team management
  • Sales strategy
  • Cross-functional collaboration
  • CRM (Customer Relationship
    Management) Tools

Accomplishments

    HDFC Bank

  • Successfully onboarded Renesas Electronics India Pvt Ltd, generated a liability of 12 million USD in November 2024
  • Awarded the Gold Star Award in January 2025 in recognition of outstanding performance for income achievement of 4 cr
  • PNB Housing Finance

  • Winner: International trip for highest disbursement of 36 cr

Timeline

Manager - Trade Sales and Forex

HDFC BANK
03.2022 - Current

Sales Manager

DEUTSCHE BANK
12.2019 - 11.2021

Cluster Officer

PNB Housing Finance Limited
11.2016 - 07.2019

PGDM - Marketing

Institute Of Management Technology

Bachelor of Science -

Delhi University
Pooja Sharma