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
PanipatBachelor of Arts -
Kurukshetra University
KurukshetraSkills
- 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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