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
Credit Sales Manger
Bajaj Auto credit Ltd
Etawah
07.2024 - Current
- The prime responsibility of a CSM is to manage Bajaj Auto Ltd. MDL and ASD urban and rural market of Etawah location.
- Managing finance penetration on overall dealer sales for monthly, quarterly, and yearly.
- Planning and executing Loan Mela, Canopy, and other promotional activities in my location.
- Led a team of 12+ CREs and ensured a strong focus on the team for cross-sell income, maintaining PA insurance penetration of 98% plus.
- Provide Trade Advance as an advance to the dealer according to the sales potential.
- Responsible for both sales and collection, including handling day-to-day disbursement and collection.
- Responsible for making credit decisions about customers based on their financial information.
T.W Sales Manager
TATA CAPITAL LTD
05.2022 - 07.2024
- The prime responsibility of the incumbent is to manage the entire sales process at the dealership.
- Lead a team of 16 or more customer relationship executives, and ensure productivity from CRE (16 units per month).
- Maintain the lowest PDD pendency in my location (below 5% level).
- Align with the team on ground generation activities for sales.
- Maximize sales through a network and relationships to ensure strong business.
- Ensure the achievement of the disbursement target with minimum delinquency.
- Expand to the geographic location for maximum business.
- Ensure the files are processed from the login stage to disbursement, and liaise with internal departments (Operations and Credit).
- Responsible for the FEMI and Bucket X collection to build my portfolio.
- Lead and supervise the team for the implementation of the growth agenda through appropriate training.
- Providing regular training to CRE and team leaders.
- Regularly coordinate with Sales, Credit and Risk, Product, and Collection teams.
Corporate Agency Manager
HDFC LIFE Ltd.
07.2021 - 04.2022
- Ensuring quality for the compliance required under different products.
- Building a strong relationship with the sales team of the bank channel partners (Yes Bank).
- Achieving your sales targets, as per channel strategy.
- Providing pre- and post-sales support (e.g.,
- Claim settlement.
- Managing Noida cluster branches' training for payment processing and login journey.
- Enabling the channel sales team to use the 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 for buying insurance online.
- Show prices directly from the insurers.
- Assisting customers in the sale of a range of financial products over the phone.
- Have to handle NRI Leads
- Providing information about various policies to HNI customers (high-quality leads) and closing sales.
- 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 skills
- Enterprise Software (MS Office, Lead squared, Salesforce)
- Digital marketing
Internshipandcertifications
Bajaj Auto Product Manager, Certifications
Timeline
Credit Sales Manger
Bajaj Auto credit Ltd
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
Similar Profiles
MUKESHKANNA RMUKESHKANNA R
CREDIT AND SALES MANAGER at BAJAJ AUTO CREDIT LTDCREDIT AND SALES MANAGER at BAJAJ AUTO CREDIT LTD
Ashish PatilAshish Patil
Collection Manager at Bajaj Auto Credit LimitedCollection Manager at Bajaj Auto Credit Limited
DEEPALI BODAKEDEEPALI BODAKE
Assistant Manager ( Banking Operations) at Bajaj Auto Credit LimitedAssistant Manager ( Banking Operations) at Bajaj Auto Credit Limited