SHAURYA TALWAR
Dehradun
Summary
Results-driven, detail-oriented professional with a proven track record in driving sales growth, optimizing operations, and cultivating high-performing teams. Expertise in fostering long-term client relationships and streamlining business processes, complemented by a strategic approach to implementing initiatives that enhance revenue and customer retention. Proficient in leveraging technology to boost operational efficiency and propel organizational success. Recognized for strong leadership skills, exceptional problem-solving abilities, and a hands-on approach that consistently delivers measurable results.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Sales Team Lead
Partsklik LLP
07.2024 - Current
- Directed a hybrid sales team (online + on-ground) to drive auto parts sales across digital and offline channels.
- Recognised as Turbocharged Team Lead of the year for yielding over 3cr in team sales
- Improved team efficiency by streamlining task allocation and follow-ups, resulting in better customer engagement
- Oversaw daily task execution, ensuring accountability and timely completion using the internal CRM system.
- Led sales team to achieve quarterly targets through strategic planning and execution.
Senior Insurance Advisor
Ditto by Finshots
11.2023 - 06.2024
- Facilitated training sessions for new hires, enhancing onboarding experience and team performance.
- Handled client escalations
- Mentored junior advisors on best practices in client engagement and product knowledge.
Insurance Advisor
Ditto by Finshots
Remote
05.2022 - 11.2023
- Advised clients on insurance policies, ensuring comprehensive coverage aligned with individual needs.
- Analyzed client financial situations to recommend appropriate insurance solutions and enhance customer satisfaction.
- Researched new products in order to provide tailored recommendations for each customer's individual needs
- Entered the prestigious 10-lakh and Hustler's club by demonstrating high performance while upholding compliance standards
Intern
OMLET Global School of Wealth Management
06.2021 - 07.2021
- Assisted in developing educational materials for wealth management programs.
- Conducted research on financial markets to support curriculum development.
- Collaborated with staff to streamline administrative processes and improve efficiency.
- Organized workshops and seminars to enhance student engagement in wealth management topics.
Education
Chartered Financial Analyst -
CFA Institute
08.2025
Bachelor of Commerce -
D.A.V. (P.G.) College
Dehradun, India12.2021
Intermediate - Commerce
St. Joseph's Academy, ISC
Dehradun, India05.2018
SSC - Science
St. Joseph's Academy, ICSE
Dehradun05.2016
Skills
- Client Relationship Management
- Decision-Making Abilities
- Reasoning ability and aptitude
- Team Management
- Flexible and adaptable as per situations
Certification
- NISM Series XV- Research Analyst
- NISM Series VIII- Equity Derivatives
- Microsoft Office Specialist in Excel 2016
LANGUAGES
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
CFP/FPSB Certifications
- Certified FPSB® Investment Planning Specialist
- Certified FPSB® Retirement and Tax Planning Specialist
- Certified F PSB® Risk and Estate Planning Specialist
- FPSB® Integrated Financial Planning
Declaration
I confirm that all information presented is accurate and true to the best of my knowledge.
Timeline
Sales Team Lead
Partsklik LLP
07.2024 - Current
Senior Insurance Advisor
Ditto by Finshots
11.2023 - 06.2024
Insurance Advisor
Ditto by Finshots
05.2022 - 11.2023
Intern
OMLET Global School of Wealth Management
06.2021 - 07.2021
Chartered Financial Analyst -
CFA Institute
Bachelor of Commerce -
D.A.V. (P.G.) College
Intermediate - Commerce
St. Joseph's Academy, ISC
SSC - Science
St. Joseph's Academy, ICSE