Summary
Overview
Work History
Education
Skills
Internshipandcertifications
Timeline
Generic

Shrey Yadav

Summary

Experienced in TW Finance and Insurance Sales with exceptional analytical abilities. A key team member with a strong ability to work under pressure. Experience in dealing with different cultures across India. Being a quick learner, I am able to fit in different cultures/teams within an organization quickly. I carry good convincing skills and know the key factors related to sales and marketing. With strong knowledge and experience in various marketing paradigms along with exposure to finance and sales, operations make me an easy-going person within an organization.

Overview

6
6
years of professional experience

Work History

Assistant Manager TW Sales

Bajaj Auto Credit Limited
07.2024 - Current
  • Manage entire Urban and Rural Market.
  • Handling TW loan, Login to Credit Appraisal, or Credit Deviation.
  • Make Credit Decision at Dealer Location.
  • Ensure Vehicle Delivery after checking CIBIL Dedupe Banking and other Criteria.
  • Handle Dy to Day Disbursement.
  • Organize Loan Mela and Activity All Over Rural Market.
  • Recruitment of Sales Teams and Give Training to New DMAs and DSTs.
  • Sourcing Desired Numbers Of Target Numbers from MDL And ASD.
  • Lead a team of 12+ DMA and 3 collection officers.
  • Responsible for FEMI, SEMI, TEMI, and RC collection.

T.W Sales Manager

TATA CAPITAL LTD
05.2022 - 07.2024
  • Drive Sales Number through Frontline sales team
  • Maintain & Build Strong Relationship with Dealers And DSA
  • Optimize team productivity and aggressively drive the sales number
  • Align with the team on ground generation activates for sales
  • Maximize sales through a network and relationship to ensure strong business
  • Ensure the achievement of disbursement target with minimum delinquency
  • Expend to the geographic location for Maximum Business
  • Ensure the files Are processed from login stage to disbursement and liaise with internal Departments (Operation and Credit)
  • Handling the FEMI collection
  • Lead And supervise the Team for the implementations of the growth agenda through appropriate training
  • Motivation and deployment strategies

Corporate Agency Manager

HDFC LIFE Ltd.
07.2021 - 04.2022
  • Ensuring Quality for the compliance required under different product
  • Building a strong relationship with the sales team of the Bank channel partners (Yes Bank)
  • Achieving your sales targets as per channel strategy
  • Meeting prospective customers with channel sales team to sell insurance solutions
  • Providing pre and post-sales support (e.g
  • Claim settlement)
  • Managing Noida cluster Branches training for payment processing and Login journey
  • Ensuring quality of business and persistency (renewals of premium)
  • Enabling channel sales team to use latest digital platform
  • Content creation (Session Plans, Questionnaire, etc

Sales / BDM

Policybazaar.com
07.2018 - 01.2021
  • Compare the policies with complete details
  • Provide the facility of buying insurance online
  • Show prices directly from the insurers
  • Assisting customers in sale of a range of financial products on phone
  • Have to handle NRI Leads
  • Providing the information of various policies to HNI customer (High quality Leads) and close sale
  • Providing service along with generating sales, where the collection of all the necessary documents is to be done for closing the policy

Education

MBA - Dual Specialization in Marketing and International Business

CSJM University Campus
01.2018

B.sc - BIO-TECH

CSJM University Campus
01.2015

Skills

  • Team Management skills
  • Communication skills
  • Relationship Management and Business Sourcing
  • Flair Sales
  • Strong interpersonal skills
  • Organizational and Time Management Skills
  • Leadership Skill
  • Enterprise Software
  • Digital Marketing
  • Recruiting and interviewing
  • Employee Performance Evaluations
  • Sales monitoring
  • Staff Training and Development
  • Staff Management
  • Financial Management
  • Sales Strategies
  • Retail Operations Management
  • Recruitment and hiring

Internshipandcertifications

Bajaj Auto Product Manager, Certifications

Timeline

Assistant Manager TW Sales

Bajaj Auto Credit Limited
07.2024 - Current

T.W Sales Manager

TATA CAPITAL LTD
05.2022 - 07.2024

Corporate Agency Manager

HDFC LIFE Ltd.
07.2021 - 04.2022

Sales / BDM

Policybazaar.com
07.2018 - 01.2021

MBA - Dual Specialization in Marketing and International Business

CSJM University Campus

B.sc - BIO-TECH

CSJM University Campus
Shrey Yadav