SIMRAN GUPTA
Realationship Manager
Mumbai
Summary
Self-motivated outside sales professional experienced in both technical and non-technical, fast-paced team environments. Relationship building and closing expert.
Overview
2025
2025
years of professional experience
2
2
years of post-secondary education
Work History
LOBBY SALES EXECUTIVE
HDFC SALES PVT. LTD
1 2023 - Current
- Customer Dealing
- Home Loan Disbursement
- HDFC BANK account Process
- Maintaining Bank Reconciliation On Monthly Basis
- Operational Works
- Selling Financial Products (Insurance, FOREX, NCD, Mutual Funds etc.)
- Streamlined sales process to improve efficiency, reduce cycle time, and close deals faster.
- Implemented CRM system for better customer tracking, leading to improved follow-up processes and higher conversion rates.
- Achieved significant sales targets by motivating team and setting realistic yet challenging goals.
- Maintaining Bank Reconciliation On Weekly & Monthly Basis
- Delivered exceptional customer service, resulting in a high percentage of repeat business and client referrals.
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
- Developed key partnerships, resulting in increased lead generation and cross-selling opportunities.
- Demonstrated expert product knowledge during client interactions, addressing questions/concerns confidently and offering solutions tailored specifically for them.
- Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
- Maintained current knowledge of evolving changes in marketplace.
BACK OFFICE
ICICI PRUDENTIAL LTD.
01.2022 - 01.2023
- Streamlined back office processes by implementing efficient document management systems and reducing manual tasks.
- Supported back office operations by accurately reporting trade details, promoting transparency and compliance with regulations.
- Spearheaded a comprehensive review of back office policies and procedures, resulting in updated guidelines that increased overall compliance rates.
- Analyzed performance metrics to identify trends and recommend strategies for continuous improvement within the back office function.
- Consistently met or exceeded performance targets by implementing innovative strategies and driving continuous improvement within the back office team.
- Coordinated with IT department to upgrade software systems, which led to more streamlined back office operations.
- Supported strategic planning activities by providing accurate back office data and insights, aiding in decision-making processes.
- Reduced error rates by establishing strict quality control measures for all back office tasks.
- Developed comprehensive reports for senior management, highlighting key performance indicators and areas for improvement in back office operations.
- Coordinated with other departments to ensure seamless integration of back office functions into overall business operations.
Education
GRADUATION IN TYB.A -
ABHINAV DEGREE COLLEGE
01.2021 - 01.2022
12TH STANDARD - undefined
ABHINAV DEGREE COLLEGE
Diploma - undefined
Software Technology
01.2018 - 01.2019
Diploma - undefined
Tally & Computer Typing
Digital Marketing Course - undefined
Swayam
Skills
Software Technology
Good Communication
Critical Situation Handling
Positive Attitude
Eager to Learn
Teamwork
Business development and planning
Lead prospecting
Sales funnel management
Disclaimer
I hereby declare that all the statements made above are true and correct to the best of my knowledge and belief. I assure you, if I'm given a chance to serve, I shall try my level best to come up to your expectations.
Timeline
BACK OFFICE
ICICI PRUDENTIAL LTD.
01.2022 - 01.2023
GRADUATION IN TYB.A -
ABHINAV DEGREE COLLEGE
01.2021 - 01.2022
Diploma - undefined
Software Technology
01.2018 - 01.2019
12TH STANDARD - undefined
ABHINAV DEGREE COLLEGE
Diploma - undefined
Tally & Computer Typing
Digital Marketing Course - undefined
Swayam
LOBBY SALES EXECUTIVE
HDFC SALES PVT. LTD
1 2023 - Current
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