SUJAL RAGHUVANSHI
INDORE
Summary
Results-driven Team Leader with 3 years of experience in a financial institution, specializing in sales of Overdraft (OD) and Home Loan products. Proven track record of exceeding sales targets and leading high-performing teams. Adept at developing and executing strategic sales plans, fostering team collaboration, and ensuring personalized solutions for clients. Demonstrated expertise in aligning sales efforts with market trends and driving continuous growth in product adoption. Eager to contribute leadership and sales skills to achieve organizational objectives in a dynamic financial sales environment.
Overview
5
5
years of professional experience
Work History
Team Leader
TRUEWAY FINANCIAL SERVICES PRIVATE LIMITED
INDORE
06.2022 - Current
- Successfully met and exceeded sales targets through effective prospecting and closing strategies.
- Cultivated and maintained strong relationships with clients, ensuring high levels of customer satisfaction. -
- Collaborated with cross-functional teams to coordinate and implement sales initiatives. -
- Collaborated with product development teams to provide insights and feedback based on customer interactions. -
- Conducted comprehensive market research to identify potential cross-selling opportunities and competitor offerings. -
- Trained and mentored sales teams on effective cross-selling techniques and product knowledge. -
- Established and maintained strong relationships with clients to understand their financial needs and provide personalized cross-selling solutions.
- Achieved and exceeded monthly sales targets through a proactive and customer-centric approach.
- Develop and implement strategic financial plans to optimize efficiency and ensure compliance. -
- Provide guidance and support to team members, fostering a collaborative and high-performance work environment. -
- Conduct regular performance reviews, set goals, and facilitate professional development opportunities. -
- Collaborate with cross-functional teams to streamline processes and enhance overall organizational effectiveness. -
- Monitor financial transactions, ensuring accuracy and adherence to regulatory standards. -
- Generate comprehensive reports for senior management, highlighting key financial metrics and trends.
- Successfully led a dynamic sales team focused on Overdraft and Home Loan products, achieving a [mention percentage] increase in sales revenue.
- Developed and executed strategic sales plans to promote financial products from various institutions and banks. -
- Established and maintained strong relationships with key stakeholders, including financial institutions, banks, and clients. -
- Conducted regular training sessions to enhance the team's knowledge of Overdraft and Home Loan products. -
- Analyzed market trends and competitor offerings to identify opportunities for business expansion. -
- Collaborated with marketing teams to create targeted campaigns and promotional materials.
EXCUTIVE
SHREE SAMARTH MEDICAL AGENCY
UJJAIN
06.2019 - 03.2022
- Established and maintained relationships with medical professionals, hospitals, and clinics to drive sales of medical supplies.
- Conducted product presentations, training sessions, and demonstrations to educate clients on the features and benefits of various medical products. -
- Achieved and exceeded sales targets through strategic planning and effective relationship management. -
- Collaborated with the marketing team to develop promotional materials and campaigns to boost product visibility.
- Inventory Management
- Sales and Marketing -
- Product Knowledge (Medical Supplies) -
- Negotiation Skills -
- Regulatory Compliance -
- Team Collaboration
Education
BBA - Finance
VIKRAM UNIVERSITY
UJJAIN,INDIA05-2022
12TH - COMMERCE
SCHOOL FOR EXCELLENCE
UJJAIN, INDIA05-2019
10TH -
ST. LEELA SHAH CONVENT HIGHER SECONDARY SCHOOL
UJJAIN,INDIA06-2017
Skills
- Sales Leadership
- Strategic Planning - Relationship Building
- Product Knowledge (Overdraft and Home Loans)
- Market Research - Team Development and Training -
- Client Relationship Management
- Work Planning
- Team Motivation
- Goal Setting
- Excellent Communication and Presentation Skills
PERSONAL DETAILS
- Name - Sujal Raghuvanshi
- Father’sName - Vijay Raghuvanshi
- DateofBirth - 13/07/2001
- MaritalStatus - Unmarried
- Nationality - Indian
- Permanent Address - 77, Hari Nagar,Piplinaka,Ujjain(M.P.)
- Contact No. - 8305046162
- Gmail - sujuraghu1317@gmail.com
Custom
I hereby declare that all the above-mentioned details are true to the best of my knowledge
and belief.
Place: - Indore SUJAL RAGHUVANSHI
Date:-
Timeline
Team Leader
TRUEWAY FINANCIAL SERVICES PRIVATE LIMITED
06.2022 - Current
EXCUTIVE
SHREE SAMARTH MEDICAL AGENCY
06.2019 - 03.2022
BBA - Finance
VIKRAM UNIVERSITY
12TH - COMMERCE
SCHOOL FOR EXCELLENCE
10TH -
ST. LEELA SHAH CONVENT HIGHER SECONDARY SCHOOL