Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Languages
CORE COMPETENCIES
Certification
Disclaimer
References
Timeline
Generic

Snehal Gaikwad

Mumbai

Summary

Dynamic professional with expertise in client relationship management and lead generation. Proven track record in enhancing engagement by 15% and exceeding lead targets through strategic outreach.

Profile Highlights:

  • 7 years of diverse experience in sales and marketing.
  • Three years of team-handling experience, managing teams of up to four members.
  • Strong expertise in lead generation, pipeline management, and business development.
  • Excellent problem-solving, communication, and cross-cultural adaptability.
  • Proficient in MS Outlook, Power BI, Excel, PowerPoint, and CRM tools. Experience working in Canada and India, gaining international exposure.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Delivery Associate

Agilisys
Mumbai
04.2024 - Current
  • Spearheaded the creation and refinement of an AI tool for diverse client needs, with a deeper understanding.
  • Led international onboarding, training, compliance checks, and troubleshooting sessions for clients across the UK.
  • Conducted 10 discovery calls per month to understand client needs, and delivered solutions.
  • Improved client engagement by 15% with a proactive approach using various marketing strategies, such as sending weekly newsletters with product updates, tips, and success stories.
  • Monitored and reported on customer success performance metrics by contributing to weekly business meetings with numeric data presentations.
  • Contributed to the contract renewals and negotiations process while shadowing the line manager.
  • Utilized various marketing tools such as confluence and salesforce to increase client base by 10 %.
  • Achieved operational targets by serving as an efficient bridge between clients and internal technical teams, while contributing to sprint planning using JIRA, monitoring the progress of deliverables.
  • Exceeded lead generation targets through strategic outbound calling and LinkedIn outreach.
  • Assisted in preparing reports, brochures, and newsletters to support marketing campaigns.
  • Maintained accurate sales databases, and created Excel reports for market analysis.
  • Conducted sales pipeline management and coordinated with stakeholders for business growth.
  • Developed client proposals and sales presentations for potential investors.
  • Assisted in developing marketing materials and business development plans.
  • Managed end-to-end client communications to enhance relationships and business growth.

Financial Advisor

First West Credit Union
Chemainus
08.2022 - 03.2024
  • Drove business growth by identifying and pursuing new opportunities through networking and strategic referrals.
  • Translated complex financial principles and market dynamics into clear, value-driven propositions for clients, demonstrating the ability to simplify technical information for a lay audience.
  • Managed the entire sales lifecycle, from initial client engagement, needs assessment, to presenting solutions, and negotiating final terms.
  • Maintained a robust client pipeline by consistently following up and applying consultative techniques to align financial products with evolving client objectives.
  • Collaborated cross-functionally with operations and compliance to ensure seamless service delivery and high-level client satisfaction, showcasing a team-oriented approach.

Payment and Rewards Representative

President's Choice Financial
Victoria
03.2021 - 08.2022
  • Participated in trade shows and conferences to represent the company, network, and generate leads.
  • Identified needs of customers promptly and efficiently.
  • Identified opportunities for cross-selling additional products or services.
  • Collaborated with colleagues in other departments to ensure that all customer needs were met effectively.
  • Consistently met daily performance goals set by management team members.
  • Established relationships with existing customers to promote new product or service opportunities.
  • Resolved 95% of customer queries in the first call, increasing efficiency and satisfaction.

Manager - Marketing

Morarjee Textiles Ltd
Mumbai
02.2018 - 10.2018
  • Led marketing campaigns and business development strategies.
  • Coordinated sales materials, reports, and client-facing documentation.
  • Strengthened B2B relationships, and supported product positioning efforts.

Marketing Executive

Donear Industries Ltd
Mumbai
06.2014 - 01.2018
  • Monitored competitor activity and prepared detailed reports on performance metrics.
  • Conducted market research to identify consumer trends and preferences.
  • Managed relationships with external vendors, agencies and suppliers to ensure effective delivery of services.
  • Analyzed customer feedback to improve the quality of products and services.

Education

Post Graduate - Project Management

St. Lawrence College
Ontario, Canada
01.2021

Post Graduate - Business/Pre MBA

Vancouver Island University
Nanaimo, Canada
12.2019

B.Tech - Textiles

VJTI
Mumbai, India
05-2014

Skills

  • Sales and advising
  • Prospecting and nurturing
  • Lead generation and cold calling
  • Cross-functional collaboration
  • Client relationship management
  • Data analysis and market research
  • Sales pipeline management
  • Business development strategies
  • Oracle Cloud Applications
  • Communication and presentation skills
  • Microsoft Outlook proficiency
  • Client acquisition
  • Product value proposition
  • PowerPoint proficiency
  • CRM tools for sales management

Personal and professional traits

  • Strategic acumen
  • Self-motivated, work ethic
  • Goal-oriented
  • Problem solving
  • perceptiveness
  • Detail oriented

Websites

Accomplishments

  • Increased the financial client base by 20% at First West Credit Union
  • Delivered onboarding success for over 50 international SaaS users
  • Achieved a 4.8/5 customer satisfaction rating at President's Choice Financial
  • Exceeded monthly sales targets by 15% through effective sales techniques
  • Recognized for customer service excellence, with top-tier satisfaction scores

Languages

English
First Language
Hindi
Proficient (C2)
C2
Marathi
Proficient (C2)
C2
Punjabi
Beginner
A1

CORE COMPETENCIES

  • Strong adaptability in international work environments
  • Excellent problem-solving and client relations skills
  • Expertise in CRM and data-driven decision-making
  • Ability to manage cross-functional teams and deliver results
  • Strategic thinking for business growth and customer retention

Certification

  • Google AI essentials

Disclaimer

I hereby declare that the information provided above is true to the best of my knowledge and belief

References

References available upon request.

Timeline

Delivery Associate

Agilisys
04.2024 - Current

Financial Advisor

First West Credit Union
08.2022 - 03.2024

Payment and Rewards Representative

President's Choice Financial
03.2021 - 08.2022

Manager - Marketing

Morarjee Textiles Ltd
02.2018 - 10.2018

Marketing Executive

Donear Industries Ltd
06.2014 - 01.2018

Post Graduate - Project Management

St. Lawrence College

Post Graduate - Business/Pre MBA

Vancouver Island University

B.Tech - Textiles

VJTI

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Snehal Gaikwad