SHUBHAM CHAUDHARY
LUCKNOW
Summary
to achieve measurable goals that contribute to a company's overall sales targets, such as increasing revenue, acquiring new customers, and improving conversion rates.
Overview
7
7
years of professional experience
Work History
Client Acquisition Executive
INDIAMART
02.2025 - 01.2026
- Lead Generation & Sales: Identify decision-makers in target accounts, initiate sales processes, conduct product demos, and close deals.
- Client Relationship Management: Build trust, maintain strong relationships with existing clients, and provide excellent customer service.
- Sales Strategy: Contribute to sales strategies and achieve monthly/quarterly sales targets.
- Interface: Act as a liaison between clients and internal support teams for service delivery.
- Process Adherence: Ensure timely payment collection and accurate record-keeping of sales activities.
SENIOR OFFICER
Jana small & finance bank
01.2021 - 01.2023
- Business and sales management: Achieve and grow branch business goals for two-wheeler loans. Develop and implement strategies to increase loan disbursement and penetration.
- Dealer and customer relations: Build and maintain strong relationships with customers and a network of dealers (partnerships with OEMs are also key).
- Operations and compliance: Ensure the branch operates smoothly according to bank policies and maintain zero fraud through prevention and reporting.
- Team and resource management: Manage branch staff and resources effectively.
- Reporting: Prepare and submit all required monthly reports to senior management, such as Regional Managers and Zonal Heads.
- Business development: Actively develop new business across various products, including two-wheeler loans, group loans, and individual loans.
ASISTANT MANAGER
Kotak Mahindra Bank ltd
01.2019 - 01.2021
- Customer support: Attend to inbound and make outbound calls to customers to address queries and requests related to their digital accounts, including handling issues like freezing accounts.
- Service quality: Ensure a high-quality customer experience by resolving issues promptly and meeting service benchmarks.
- Product sales: Cross-sell other banking products, such as insurance, gold, lockers, and asset products, to existing customers.
- Compliance: Adhere to the bank's information security and process norms, as well as other compliance requirements.
- Operations: Process customer interactions, manage digital onboarding, and ensure accurate KYC verification.
- Feedback and improvement: Act on feedback from team leaders, coaches, and quality assurance to improve performance.
- Documentation: Complete required logs and documentation for customer interactions and transactions.
Education
High school -
Uttar pradesh board
Uttar pradeshIntermediate -
Uttar pradesh board
Uttar pradeshBSC -
Awadh university
Skills
- Sales
- Problem solving
- Marketing
Personal Information
- Date of Birth: 03/12/98
- Gender: MALE
- Marital Status: UNMARRIED
Additional Information - Father Name
MR. RAMESH CHAUDHARY
Languages
Hindi
First Language
English
Elementary
A2
Timeline
Client Acquisition Executive
INDIAMART
02.2025 - 01.2026
SENIOR OFFICER
Jana small & finance bank
01.2021 - 01.2023
ASISTANT MANAGER
Kotak Mahindra Bank ltd
01.2019 - 01.2021
High school -
Uttar pradesh board
Intermediate -
Uttar pradesh board
BSC -
Awadh university