Pratik Vakil
Pune
Summary
Proficient in identifying customer needs, promoting financial products, and achieving sales targets. Skilled in lead generation, relationship management, and cross selling of diverse financial products, including loans, insurance, and investment plans. Strong understanding of sales processes, compliance regulations, and customer retention strategies. Demonstrated ability to work effectively under pressure, meet deadlines, and exceed performance goals.
Overview
3
3
years of professional experience
Work History
Sales Officer
Bajaj Finserv
Pune
09.2023 - 12.2024
- Identified and maximized sales opportunities, and increased customer retention rates.
- Utilized sales techniques and strategies to build customer relationships and close sales.
- Successfully managed a sales team of several people to meet and achieve sales goals.
- Managed a team of sales representatives, leading to a X% increase in sales.
Account Assistant
Galaxy Logistics
Akola
01.2022 - 07.2023
- Detail-oriented Accounts Assistant with expertise in accounts payable/receivable, invoicing, reconciliation, and GST compliance.
- Experienced in managing financial records, cost tracking, and inventory control in the logistics sector.
- Proficient in using ERP systems and MS Excel to streamline processes and ensure compliance.
Education
Master of Business Administration -
Savitribai Phule Pune University
03-2025
Bachelor of Commerce -
Sant Gadge Baba Amravati University
03-2023
Skills
- Ability To Work Under Pressure
- Multitasking Skills
- Ability To Work in Team
- Time Management
- Leadership
- Effective Communication
- Customer Service
- Microsoft Office
Hobbies and Interests
- Travelling
- Playing Online
Languages
- English
- Hindi
- Marathi
Timeline
Sales Officer
Bajaj Finserv
09.2023 - 12.2024
Account Assistant
Galaxy Logistics
01.2022 - 07.2023
Master of Business Administration -
Savitribai Phule Pune University
Bachelor of Commerce -
Sant Gadge Baba Amravati University
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