Summary
Overview
Work History
Education
Certification
Accomplishments
Lean Six Sigma Green Belt Certification
Timeline
Hi, I’m

Sreenivas Mouli

Client Acquisition Group
Chennai

Summary

  • Corporate Finance Analyst, who identify the debt requirement of Corporate or any other Companies and help them to raise debts from banks and NBFCs through multiple conventional and innovative instruments.
  • Competent Professional with over 3 years of experience with expertise in the domain of B2B & B2C Business Management, Client Acquisition, Lead Generation, Demand Generation, Financial Management
  • I endeavor towards providing quality contribution to the overall growth of the Organization and myself by utilizing my technical and managerial skills

SPECIALITIES

  • Demand Generation, Client Onboarding, Account Management, Customer Service, Customer Management, Customer Retention, Technical support, Salesforce CRM Expert, Hubspot CRM Expert

Overview

3
years of professional experience
5
years of post-secondary education
6
Certifications

Work History

YUBI (erstwhile CREDAVENUE)
Chennai

Client Acquisition Group
03.2022 - Current

Job overview

  • Corporate Finance Analyst, who identify the debt requirement of Corporate or any other Companies and help them to raise debts from banks and NBFCs through multiple conventional and innovative instruments like Inventory Funding, SCF, Dynamic Discounting, Factoring (off balance sheet structure), Trade Receivables Securitization, Anchor Financing Solutions
  • As a part of the Client Acquisition Group, the focus is to increase the outreach and identify/educate the clients to explore Yubi’s platform(s) for all of their debt needs.
  • I act as an intermediary and introduce the YUBI Platform to the Promoters and CXO's of corporates to raise debts digitally and also understand the borrowers onboarded on the platform.
  • Specialized in the Products of Plain Vanilla Term Loan, Working Capital, Promoter Funding, Acquisition Financing, Structured Financing

Simplilearn
Bengaluru

Inside Sales Specialist
02.2021 - 05.2022

Job overview

  • Successfully closing sales within the sales cycle and intensely following up with the prospects
  • Corresponding with leads via channels such as email, calls, texts and priming the leads
  • Suggesting and implementing improvements in the sales administration process

Growth Tracking

  • Ascertaining that targets are achieved in a high-pressure performance driven competitive environment
  • Tracking metrics such as conversation factor, average revenue per lead, average revenue per sales
  • Contributing to team performance while assessing individual performance
  • Setting and tracking sales targets for my team
  • Building and managing all aspects of a sales department inclusive of leading management, account management, business management and channel development

BHARTI AIRTEL
CHENNAI

Teritory Sales Manager
08.2020 - 02.2021

Job overview

  • Overseeing the daily operations of sales representatives that are assigned to my particular area
  • Delivering effective training to the sales employees for developing effective sales strategies and boosting customer relationships
  • Ensuring the achievement of sales target for my assigned territory is met.

VA Tech Wabag
Chennai

Project Trainee | Human Resource Department
02.2020 - 04.2020

Job overview

  • Provided administrative support to the HR Manager
  • Played a key role in posting job advertisements, and scheduling interviews with candidates Procured pertinent payroll data and report it to our Senior Human Resource

Project: Cultural Diversity among employees and the HR Manager's Projection

  • Displayed the organization is strategically driven, well managed, and quality-focused to its employees, stockholders, and community irrespective of designation through the project INTERNSHIP/TRAINING

Times of India
Chennai

Marketing Intern (RMD Department)
05.2019 - 06.2019

Job overview

  • A research study performed in the department of sales and promotional offers of newspapers in Chennai towards Times Group
  • Served as an active member of the RMD department for performing sales activities in the Chennai & Pondicherry sector
  • Prioritized and categorized the targets list as per requirements

University of Rome, Tor Vergata
Tor Vergata

Foreign Internship
06.2019 - 06.2019

Job overview

  • A two-week Summer Internship Program on Digital Management, Key to Innovation and Performance
  • Program on Technology-driven Management Practices (TMP)
  • One day industrial visit to Maserati and Sanofi

Education

Vellore Institute of Technology
Chennai

MBA from Finance And Marketing
06.2018 - 06.2020

Vellore Institute of Technology
Vellore

Bachelor of Science from Computer Science
06.2015 - 06.2018

Certification

Soft Skills for Sales Professionals

Accomplishments

  • Directed an advertisement on Social Awareness as a part of academic project on Integrated Marketing Communication
  • Served as the Program Representative for VIT Business School
  • Projects

  • Perception of people towards waste management (Business Research Academic Project) using SPSS package as it's mainly used for the analysis of the data collected from various sources
  • Difficulties in handling a successful marathon event in Besant Nagar (Chennai)

Lean Six Sigma Green Belt Certification

The Lean Six Sigma training helped in validating professionals who are skilled in identifying risks, errors, or defects in a business process and removing them.  Businesses that adhere to Lean Six Sigma frameworks can expect to achieve increased profits, decreased costs, improved efficiency, and a reduction in wasteful practices

Timeline

Client Acquisition Group

YUBI (erstwhile CREDAVENUE)
03.2022 - Current

Inside Sales Specialist

Simplilearn
02.2021 - 05.2022

Teritory Sales Manager

BHARTI AIRTEL
08.2020 - 02.2021

Project Trainee | Human Resource Department

VA Tech Wabag
02.2020 - 04.2020

Foreign Internship

University of Rome, Tor Vergata
06.2019 - 06.2019

Marketing Intern (RMD Department)

Times of India
05.2019 - 06.2019

Vellore Institute of Technology

MBA from Finance And Marketing
06.2018 - 06.2020

Vellore Institute of Technology

Bachelor of Science from Computer Science
06.2015 - 06.2018
Sreenivas MouliClient Acquisition Group