Shubhi Yadav
Lucknow
Summary
Results-driven Sales Professional with 3+ years of experience in Sales & Team Leadership, Client Relationship Management, Lead Generation, and Business Development. Skilled in driving sales growth, managing customer relationships, and leading teams in target-driven environments.
Overview
4
4
years of professional experience
5
5
years of post-secondary education
Work History
Team Leader
Financiio solutions private limited
Lucknow
10.2025 - Current
- Led a team of individuals in achieving quarterly sales targets, exceeding goals.
- Motivated team members to enhance customer satisfaction and loyalty, supporting retention and growth.
- Coordinated project timelines and delegated tasks among team members.
- Collaborated with management to align team goals with company objectives.
- Facilitated team meetings to review project updates and resolve challenges.
- Resolved conflicts within the team to maintain a positive work environment.
- Trained new employees on company policies and operational procedures.
- Listened to customer needs to identify and recommend best products and services.
Assistant relationship officer
Financiio solutions private limited
Lucknow
04.2023 - 09.2025
- Developed relationships with clients to understand their needs and preferences.
- Cultivated client relationships to identify needs and preferences, enhancing service delivery.
- Educated clients on credit scores and their impact on loans.
- Provided guidance and advice on loan options and repayment terms based on individual financial situations.
- Analyzed loan applications, credit reports, income statements, and other related documents to determine customer eligibility for loans.
- Managed customer inquiries and provided timely responses to ensure satisfaction.
- Guided clients on loan options and repayment terms tailored to their financial situations, improving decision-making.
- Conducted follow-up calls with prospects to identify needs, propose solutions and close sales.
- Assessed loan applications and financial documents to determine eligibility, ensuring compliance and informed lending decisions.
Customer Service Representative
Skywings dot India Private limited
Lucknow
01.2022 - 04.2023
- Developed strong customer relationships to encourage repeat business.
- Provided product information and support to enhance customer satisfaction.
- Maintained detailed records of customer interactions and transactions for effective follow-up.
- Collaborated with team members to consistently meet and exceed target results.
- Qualified leads and set up customer appointments for outside sales team.
- Sourced and pre-qualified leads and identified new business opportunities by dialing 100 numbers daily outbound calls to build partnerships and achieve sales quota.
- Acquired new skills and applied them to daily tasks, enhancing overall efficiency.
Education
Bachelor of commerce -
Navyug Girl's Degree College
Lucknow 08.2017 - 09.2020
Intermediate -
St. Ann's Day Inter College
Lucknow 07.2016 - 07.2017
Highschool -
St. Ann's Day Inter College
Lucknow 07.2014 - 06.2015
Skills
Team leadership
Sales negotiation
Sales performance management
Digital & Tele Sales Management
Lead generation
Team Performance Management
Process Improvement
Client communication
Hobbies and Interests
Photography
Languages
- English
- Hindi
Personal Information
- Father's Name: Rajesh Kumar Yadav
- Date of Birth: 13/02/2000
- Nationality: Indian
- Religion: Hindu
Languages
Hindi
First Language
Timeline
Team Leader
Financiio solutions private limited
10.2025 - Current
Assistant relationship officer
Financiio solutions private limited
04.2023 - 09.2025
Customer Service Representative
Skywings dot India Private limited
01.2022 - 04.2023
Bachelor of commerce -
Navyug Girl's Degree College
08.2017 - 09.2020
Intermediate -
St. Ann's Day Inter College
07.2016 - 07.2017
Highschool -
St. Ann's Day Inter College
07.2014 - 06.2015