SAKSHI SHARMA
Delhi,DL
Summary
Dynamic and results-oriented Sales Officer with extensive experience in the loan and insurance industries. Proven track record of achieving sales targets, developing effective strategies, and building strong client relationships. Possesses deep knowledge of loan products, insurance policies, and regulatory requirements. Skilled in consultative selling, customer relationship management, and cross-selling to maximize revenue. A proactive team player with strong communication and negotiation skills, dedicated to delivering exceptional service and driving business growth.
Overview
3
3
years of professional experience
Work History
Sales Executive-(Loan)
Andromeda Sales And Distribution Private
06.2022 - 04.2024
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Developed and executed strategies to acquire new clients and expand loan portfolio.
- Advised clients on suitable loan products (personal loans, business loans, overdrafts) based on their financial needs and eligibility.
- Achieved and exceeded monthly sales targets consistently.
- Managed end-to-end loan application process, including documentation, verification, and approval.
- Ensured compliance with regulatory requirements and company policies during loan transactions.
- Built and maintained strong relationships with clients, fostering repeat business and referrals.
- Collaborated with internal teams such as underwriting and credit to streamline loan processing and approvals.
- Resolved customer inquiries and concerns promptly and effectively, ensuring high customer satisfaction.
Sales Officer-(Insurance)
Shridhar Insurance Brokers Private Limited
06.2021 - 04.2022
- Achieved and surpassed sales targets for insurance products through strategic sales strategies.
- Prospected and acquired new clients via cold calling, networking, and referrals.
- Built and maintained strong client relationships to understand insurance needs and offer tailored solutions.
- Demonstrated deep knowledge of insurance products and services, advising clients effectively.
- Ensured compliance with regulations and company policies in all documentation and agreements.
- Provided exceptional customer service throughout the sales process and addressed inquiries promptly.
- Identified cross-selling and upselling opportunities to maximize revenue and meet customer needs.
- Stayed updated on industry trends and collaborated with team members for optimal service delivery.
Education
Bachelor of Commerce - Bachelor of Commerce
Indira Gandhi National Open University
New Delhi, IndiaSenior Secondary -
DSM Public School
Delhi03.2017
Secondary School -
DSM Public School
Delhi, India03.2015
Skills
- Sales strategy
- Client acquisition
- Loan & insurance expertise Versatility
- Upselling expertise
- Team Building
- Problem Solving
Languages
English
Upper intermediate (B2)
Hindi
Bilingual or Proficient (C2)
Timeline
Sales Executive-(Loan)
Andromeda Sales And Distribution Private
06.2022 - 04.2024
Sales Officer-(Insurance)
Shridhar Insurance Brokers Private Limited
06.2021 - 04.2022
Bachelor of Commerce - Bachelor of Commerce
Indira Gandhi National Open University
Senior Secondary -
DSM Public School
Secondary School -
DSM Public School
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