Summary
Overview
Work History
Education
Skills
Timeline
Generic

Siddharth Manjrekar

Mumbai

Summary

Sales and relationship management professional with strong experience in client acquisition, pipeline management, and revenue growth. Proven ability to build and nurture long-term client relationships, execute sales strategies, and consistently achieve targets. Skilled in consultative selling, stakeholder management, and CRM-driven performance tracking, with a business-focused approach to closing and account growth.

Overview

7
7
years of professional experience
3
3
years of post-secondary education

Work History

Business Unit Head

Settle My Loan
Mumbai
12.2023 - 11.2025
  • Headed end-to-end sales operations for the unit, owning revenue targets, client acquisition, and team performance.
  • Built, scaled, and managed multi-functional teams including lead verification and sales.
  • Drove sales strategy, target setting, and execution plans to achieve sustained revenue growth.
  • Oversaw lead generation, qualification, and allocation processes to improve sales efficiency and conversion.
  • Worked closely with marketing to analyse lead quality, source performance, and funnel effectiveness.
  • Monitored unit-level KPIs, pipeline health, and closure metrics; shared insights with leadership.
  • Coached and trained sales teams on product knowledge, pitching, objection handling, and follow-ups.
  • Acted as the escalation point for high-value and complex client cases.
  • Ensured compliance, process adherence, and CRM discipline across the unit.
  • Drove continuous improvement in customer experience and operational scalability.

Team Leader

Single Debt
Mumbai
02.2021 - 12.2023
  • Led and supervised a sales support and advisory team, ensuring consistent achievement of conversion and productivity targets.
  • Improved sales conversion ratio (~10%) through better lead handling, prioritisation, and follow-up discipline.
  • Scaled lead generation (~3x) by optimising inbound enquiry management and response timelines.
  • Assigned and tracked qualified leads to ensure faster movement across the sales funnel.
  • Conducted daily performance reviews, call monitoring, and KPI tracking.
  • Trained and mentored team members on sales communication, customer engagement, and product understanding.
  • Coordinated with management and operations to align targets, strategy, and execution.
  • Maintained accurate CRM reporting and sales performance dashboards.

Financial Advisor

Single Debt
Mumbai
08.2018 - 01.2021
  • Managed inbound customer enquiries across telephonic and online platforms.
  • Conducted pre-qualification and needs assessment to identify eligible and high-intent prospects.
  • Pitched pre-sales and service information clearly to prospects, addressing initial queries and objections.
  • Assigned qualified leads to sales teams and ensured timely follow-ups for conversion.
  • Maintained continuous coordination with sales to track lead status and outcomes.
  • Ensured accurate lead documentation and CRM updates.
  • Delivered a professional and consultative customer experience to build trust and interest

Education

Bachelor’s in Financial Markets - Finance

M.M.K College of Commerce
Mumbai
07.2015 - 05.2018

Skills

  • Client Acquisition & Relationship Management
  • B2C & B2B Sales Strategy Execution
  • Lead Qualification & Pipeline Management
  • Revenue Growth & Target Achievement
  • Stakeholder & Account Management
  • Customer Needs Analysis & Solution Selling
  • Negotiation, Objection Handling & Closures
  • CRM, MIS & Sales Performance Reporting

Timeline

Business Unit Head

Settle My Loan
12.2023 - 11.2025

Team Leader

Single Debt
02.2021 - 12.2023

Financial Advisor

Single Debt
08.2018 - 01.2021

Bachelor’s in Financial Markets - Finance

M.M.K College of Commerce
07.2015 - 05.2018
Siddharth Manjrekar