PRERNA THAPLIYAL
Deputy Manager In Presales
Mumbai
Summary
Results-driven Inside Sales Specialist with 3.7 years of experience in lead generation, client acquisition, CRM management, and business development across NBFC and financial services sectors. Skilled in identifying business opportunities, managing client relationships, maintaining MIS reports and CRM databases, and coordinating with CFOs, directors, and key stakeholders. Experienced in supply chain finance, commercial finance, pre-sales activities, and SaaS-based loan management systems with strong communication, market research, and stakeholder management abilities.
Overview
4
4
years of professional experience
2
2
Language ENGLISH AND HINDI
Work History
Deputy Manager
Shriram Finance Lmt
06.2025 - 01.2026
- Worked in the Supply Chain Finance (SCF) and Commercial Finance vertical, supporting business development and client acquisition activities.
- Responsible for lead generation through LinkedIn, chrome extension tools, market databases, and corporate research platforms.
- Conducted market research and identified potential business opportunities across different industries.
- Scheduled and coordinated meetings with CFOs, Directors, and key decision-makers for business discussions and financial solutions.
- Assisted in client acquisition and relationship management by understanding client requirements and providing suitable financial solutions.
- Worked on corporate outreach and business expansion initiatives for supply chain and commercial finance products.
- Managed discovery and requirement-gathering processes to understand client business needs and service expectations.
- Supported implementation activities and coordinated with internal teams for smooth onboarding and execution.
- Worked on Loan Management Systems (LMS) and SaaS-based knowledge management systems.
- Maintained CRM records, client data, and business activity reports.
- Collaborated with cross-functional teams to ensure timely delivery of services and client support.
Associate Inside Sales Team
OXYZO Financial Services Pvt Ltd
08.2024 - 03.2025
- Successfully generating and qualifying high-quality leads through cold calling, email outreach, and social media engagement.
- Utilizing CRM tools to track and manage customer interactions, ensuring seamless lead handoff to the sales team and accurate data for reporting and forecasting.
- Working closely with Account Executives to nurture leads, optimize sales strategies, and ensure smooth transitions from prospecting to closing.
- Conducted market research and competitor analysis to identify new business opportunities and refine sales strategies for targeting key decision-makers.
- Gaining and utilizing various channels, such as social media platforms like LinkedIn Email campaigns to build a database thereby undergoing data research, data generation and data validation within the assigned region.
- Engaged with CFOs and company directors to identify working capital gaps and proposed customized funding solutions to meet business needs. Meanwhile also developed and maintained strong relationships with key stakeholders to foster ongoing collaboration and support.
- Developed and implemented sales strategies to achieve business growth and revenue targets, creating high intent opportunities with clients after assessing the creditworthiness of the prospects by analyzing financial and credit reports.
- Recognized as a top performer within the first three months by securing a highly challenging deal, surpassing the annual target within just three months of joining the company.
- Analyze market sale statistics and implore results for the improvement of company’s methods and techniques.
Admission Counsellor
Excellent Education Dehradun
02.2023 - 03.2024
- Effectively involved in query management of prospects with an aim to achieve their educational goals by articulating and motivating them as an admission counsellor.
- Efficaciously source new sales through inbound lead follow up and outbound calls and emails.
- Carrying out interviews with prospective student inquiries and reviewing applications for admissions thereby providing exposure to them with various stakeholders.
- Advising and guiding prospective students through the admission process, thereby ensuring career planning and customer satisfaction.
- Effectively communicate with inquiries, ensuring a clear understanding of the application process and options to be exercised therein.
- Maintaining recruitment guidelines as stipulated by the organization and providing timely feedback on regular basis.
- Implementing recruitment activities such as tele-recruitment, on-line chats, e-mail campaigns and conducting market research regularly.
Sales Development Representative
Technical Consultancy Services, Dehradun
01.2022 - 01.2023
- Served as the main point of contact for customers in the organization, thereby understanding customer requirements and communicating it to project development team.
- Developing and creating successful business operations with customers, hence acting as a trusted advisor to customers, building strong relationships, and ensuring customer satisfaction throughout the engagement.
- Managed everyday communication with customers, during and post sales and maintaining relationship between customers and business-support teams.
- Developed and deliver presentations, proposals, and business cases to support business development activities, including client acquisition and retention.
- Identification of customer needs and deeper understanding of customer requirements through potent communication skills leading to correct analysis of the trends in the market.
Education
B-Tech - Civil Engineering
Uttarakhand Technical University (Institute of Technology Gopeshwar)
01.2022
Diploma - Civil Engineering
Uttarakhand Board of Technical Education
01.2018
HSC - undefined
Govt. Inter College Naini
Chamoli, Uttarakhand01.2015
SSC - undefined
Govt. Inter College Naini
Chamoli, Uttarakhand01.2013
Skills
Pre-Sales & Client Acquisition
Lead Generation
Market Research
Relationship Management
CRM Management & MIS Reporting
Business Development
B2B/B2C Sales
Corporate Relationship Management
Supply Chain Finance (SCF)
Commercial Finance
NBFC /BFSI Sales
SaaS-Based Loan Management Systems
Meeting Coordination with CFOs & CEOs
Communication & Negotiation Skills
Timeline
Deputy Manager
Shriram Finance Lmt
06.2025 - 01.2026
Associate Inside Sales Team
OXYZO Financial Services Pvt Ltd
08.2024 - 03.2025
Admission Counsellor
Excellent Education Dehradun
02.2023 - 03.2024
Sales Development Representative
Technical Consultancy Services, Dehradun
01.2022 - 01.2023
Diploma - Civil Engineering
Uttarakhand Board of Technical Education
HSC - undefined
Govt. Inter College Naini
SSC - undefined
Govt. Inter College Naini
B-Tech - Civil Engineering
Uttarakhand Technical University (Institute of Technology Gopeshwar)