RAHUL SARKAR
Kolkata
Summary
Results-driven Sales and Business Development professional with 4 years in customer acquisition and relationship management in the BFSI sector. Skilled in preparing client presentations, supporting proposal development, and managing CRM records. Strong in stakeholder management and sales enablement, with a focus on presales activities and RFP/RFI responses.
Overview
3
3
Languages
4
4
years of professional experience
Work History
Sales Manager
ICICI Pension Fund Management Ltd.
06.2023 - 07.2026
- Consistently achieved and exceeded monthly business targets.
- Drove business growth through effective relationship management, successful lead conversion, and consultative selling techniques.
- Contributed to acquiring new clients through consultative selling and solution-based discussions.
- Managed end-to-end customer engagement by understanding financial goals and recommending suitable pension and investment solutions.
- Conducted detailed customer requirement analysis to provide customized product recommendations.
- Delivered compelling client presentations using Microsoft PowerPoint to explain product features and benefits.
- Collaborated with internal stakeholders to enhance solution presentations and streamline customer onboarding processes.
- Worked closely with cross-functional teams to ensure seamless customer experience and timely issue resolution.
- Maintained customer information, sales pipeline, and opportunity tracking using CRM applications.
- Supported proposal preparation and documentation required during client acquisition and onboarding.
- Prepared business reports, sales forecasts, and customer documentation using Microsoft Office.
- Earned recognition for providing exceptional customer experiences and fostering strong client relationships.
Management Trainee
HDB Financial Services Ltd.
06.2022 - 05.2023
- Identified customer requirements and matched them with appropriate financial products.
- Supported the sales team in customer acquisition, documentation, and proposal preparation.
- Assisted in preparing presentations, quotations, and sales documentation.
- Collaborated with operations and credit teams to facilitate prompt processing of customer applications.
- Participated in customer meetings and product demonstrations to explain financial solutions.
- Maintained customer records and sales activities using CRM systems.
- Ensured accuracy of customer documentation and compliance with company policies.
- Streamlined onboarding process for new customers through effective documentation and coordination.
- Improved turnaround time by ensuring complete and accurate documentation.
- Assisted in preparing responses to customer queries and documentation requirements.
- Received recognition from managers for effective teamwork and customer service.
Education
Master of Business Administration (MBA) - Marketing
EIILM
Kolkata01-2022
Bachelor of Business Administration (BBA) - Marketing
George College
Kolkata01-2020
Skills
- Customer requirements analysis
- Solution consulting
- Solution selling
- Presales and sales support
- Proposal management
- RFP support
- Client relationship management
- CRM management
- CRM applications proficiency
- Microsoft Office Suite expertise
- Microsoft PowerPoint, Word, and Excel
- Product demonstrations
- Client presentations
- Documentation and reporting
- Requirements gathering
- Cross-functional collaboration
- Stakeholder management
- Business analysis
- Analytical problem solving
- Customer engagement
- Communication skills
- Presentation skills
- Business communication skills
Accomplishments
- Achieved consistent sales targets through consultative and solution-based selling.
- Supported business development initiatives by understanding customer requirements and recommending suitable solutions.
- Developed customer presentations and documentation that improved client engagement.
- Built long-term relationships with customers, resulting in increased client retention and business growth.
- Collaborated effectively with sales, operations, and support teams to deliver a seamless customer experience.
Languages
English
Hindi
Bengali
linkedin.com/in/rahul-sarkar-b16a0b1ab
Timeline
Sales Manager
ICICI Pension Fund Management Ltd.
06.2023 - 07.2026
Management Trainee
HDB Financial Services Ltd.
06.2022 - 05.2023
Master of Business Administration (MBA) - Marketing
EIILM
Bachelor of Business Administration (BBA) - Marketing
George College