Shubham Yadav
Gurgaon
Summary
Versatile Senior Relationship Manager with 5.5 years of experience networking with stakeholders of companies such as vendors, customers and clients. In-depth knowledge of CRM practices, risk analysis and business process improvement. Well-versed in forging strategic partnerships to drive revenue and acquire customers. Collaborative individual focused on increasing market share and exceeding client needs.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager
Capsave Finance Private Limited
Mumbai
01.2024 - Current
- Developed and managed a portfolio of existing clients to ensure long-term customer relationships.
- Conducted regular meetings with customers to discuss their needs and provide tailored solutions.
- Reviewed financial statements, credit reports, and other relevant documents in order to assess creditworthiness.
- Ensured compliance with legal regulations, policies, and procedures related to banking operations.
- Prepared detailed reports on customer activities for management review.
- Identified new business opportunities through market research and analysis.
- Interacted with customers and worked closely to resolve issues.
- Developed invoicing systems and internal controls to boost billing efficiencies.
- Resolved title issues before releasing funds to ensure accurate disbursement of funds.
Relationship Manager - SCF Sales
Groyyo Pvt Ltd
Gurgaon
01.2023 - 01.2024
- Team management
- Stakeholder Management B2B sales Define strategy on Price, Margin and leverage ROI evaluation
- Discuss & negotiate the financials (Margin,Discounting,Tenure,ROI) with the clients, senior management
- Ability to work independently and make independent decisions through detailed analysis and review if necessary Monitoring from Lead generation to disbursal Onboarding Buyers and Vendors through sales and sourcing Reference Connected with prospects through trade shows, cold calling and local-area networking
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Coordinated with other departments to ensure smooth flow of operations.
- Developed a system for tracking inventory and ordering supplies as needed.
- Managed customer service inquiries and complaints in a timely manner.
Sr. Relationship Manager - SCF Sales
Indifi Technologies Pvt Ltd
Gurgaon
12.2020 - 01.2023
- Work with credit and Operations departments to facilitate communication and deliver personalized working capital solution Identified issues, analyzed information and provided solutions to problems Supervised the Supply Chain Finance process Sales product worked with different cooperates like, Delta, Samsung Finovate, cashflow and Leman Industries Assisted with day-to-day operations, working efficiently and productively with all team members Provide those corporate finance facilities depending on their needs Monitored sales from lead to disbursal Coordinating with internal teams for the sales agreement, credit analysis, Field investigation, quality check and other Required process Maintained client correspondence, preferences and sales on CRM systems for sales and marketing purposes
- Used creativity, strategic thinking and knowledge of current market trends to target and build relationships with potential customers
- Built strong and positive relationships with customers by staying polite and helpful throughout interactions.
- Developed and managed a portfolio of existing clients to ensure long-term customer relationships.
- Reviewed financial statements, credit reports, and other relevant documents in order to assess creditworthiness.
- Developed invoicing systems and internal controls to boost billing efficiencies.
Sales Consultant - Sales Business Loan
Paisabazaar Marketing and Consulting Private LTD.
Gurgaon
08.2018 - 12.2020
- I hold the position of, Business Loan vertical at Paisa Bazaar In this role, I am responsible for enable business loan to become a force multiplier, improving portability and customer centric business model through providing him Loan Used consultative sales techniques to understand customer needs and recommend relevant products and services Achieved top performance by strategically adapting to rapidly changing, competitive environment Increased profitability and pipeline development by leveraging multiple sales strategies and distribution channels Maximized customer retention by resolving issues quickly.Executed complete sales cycle process, from prospecting through to contract negotiations and closing
- Developed and maintained relationships with clients to increase sales revenue.
- Analyzed customer needs and preferences to recommend appropriate products.
- Provided detailed product information to customers, including features, prices, and availability.
- Liaised with potential customers to determine needs and provide recommendations
- Shared comprehensive Product and knowledge to maximise sales
- Registered information and details of customer on database and submitted proper documents for sale to preserve accurate records
- Documented orders and facilitated deliveries following special requests of customers to increase loyalty and retention.
Education
BBA -
Axis Colleges
06.2025
Intermediate - Commerce -
DPM Public school
05.2015
Highschool - 10th -
DPM public School
06.2013
Skills
- Customer Service Documentation
- Account Management
- Relationship Building And Management
- Client Interfacing
- Financial Services
- Revenue Forecasting
- Client Relationships
- Business Relationship Management
- Business Development Understanding
- Client Relationship Management
Accomplishments
Star perfomer of the quarter ( OND) in jan2023 at indifi gurugram, haryana
Personal Information
- Place of Birth: Kanpur, Uttar Pradesh
- Date of Birth: 12/09/97
- Gender: Male
- Nationality: Indian
Languages
- HINDI
- English
Hobbies and Interests
- Online games
- Travelling
Certification
- POSH Programe
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
Timeline
Senior Relationship Manager
Capsave Finance Private Limited
01.2024 - Current
Relationship Manager - SCF Sales
Groyyo Pvt Ltd
01.2023 - 01.2024
Sr. Relationship Manager - SCF Sales
Indifi Technologies Pvt Ltd
12.2020 - 01.2023
Sales Consultant - Sales Business Loan
Paisabazaar Marketing and Consulting Private LTD.
08.2018 - 12.2020
BBA -
Axis Colleges
Intermediate - Commerce -
DPM Public school
Highschool - 10th -
DPM public School
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