Summary
Overview
Work History
Education
Skills
Declaration
Timeline
Generic

Poonam Malik

Panipat

Summary

Dynamic Sales Executive skilled in identifying business opportunities and developing client relationships. Achieved consistent sales growth through market awareness and a commitment to understanding customer needs.

Overview

3
3
years of professional experience

Work History

Sales Executive

Pragati Wealth Finance
Panipat
04.2025 - Current
  • Identify and develop new business opportunities for loan products.
  • Engage with prospective clients to understand their financial needs.
  • Recommend appropriate loan products based on client needs and financial status.
  • Ensure compliance with company policies and regulatory requirements during the sales process.
  • Maintain strong, ongoing relationships with clients, providing exceptional customer service.

Sales Executive

Royal Enterprises
Panipat
07.2024 - 04.2025
  • Achieve and exceed sales targets on a monthly and quarterly basis.
  • Provide regular sales reports and updates to management.
  • Coordinate with other departments to ensure timely processing and approval of loans.
  • Stay up-to-date with the latest loan products and market trends.
  • Contact potential or existing customers for a personal loan requirement.
    Answer questions about products or the company.

Sales Executive

Ruloans
Panipat
12.2022 - 07.2024
  • Prospecting with suspect leads. A suspect is a person who has still not decided on taking a loan.
  • Converting a suspect to a prospect.
  • Actively seek and generate leads for potential personal loan clients through various channels, including open markets and existing contacts
  • Build and maintain strong, long-term relationships with clients to foster repeat business and ensure ongoing customer satisfaction.
  • Meet with potential and existing customers to understand their financial needs and goals, and advise them on the most suitable personal loan products.

Education

High Secondary -

SD Girls Public School
Panipat

Bachelor of Arts -

Kurukshetra University
Kurukshetra

Skills

  • Loan product knowledge
  • Sales reporting
  • Market analysis
  • Relationship management
  • Lead generation
  • Customer relationship management

Declaration

I hereby declare that the above information is true and correct to the best of my knowledge and belief.

Timeline

Sales Executive

Pragati Wealth Finance
04.2025 - Current

Sales Executive

Royal Enterprises
07.2024 - 04.2025

Sales Executive

Ruloans
12.2022 - 07.2024

High Secondary -

SD Girls Public School

Bachelor of Arts -

Kurukshetra University

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Poonam Malik