Urvashi Jambuliya
Mumbai
Summary
Results-driven Operations Manager with extensive expertise in sales operations and CRM optimization. Recognized for developing effective sales strategies that enhance client engagement and drive substantial business growth. Proven ability in sales automation, account management, and team leadership, successfully improving sales efficiency and conversion rates through comprehensive training programs. Committed to fostering innovation and continuous improvement in sales operations.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Sr. Business Development Manager
Violet Infosystems Pvt. Ltd
Mumbai
02.2024 - 11.2024
- Developed sales strategies to expand market presence, and increase client engagement.
- Connected with CHROs of corporations to drive business growth and enhance client relationships.
- Spearheaded partnership acquisition, onboarding key partners, and strengthening business relationships.
- Organized events and seminars through partners to enhance business opportunities.
- Implemented CRM systems to track leads, manage accounts, and generate reports.
- Led team training to improve sales efficiency and conversion rates.
Sales Operations Manager
Pesto Tech
Mumbai
04.2022 - 12.2023
- Implemented sales automation and CRM strategies to streamline operations.
- Negotiated contracts and vendor agreements for operational efficiency.
- Cross-Team Collaboration: Facilitated coordination between departments to drive business growth and improve operational alignment.
- Training and Development: Designed and implemented training programs to enhance sales team capabilities and performance.
- Standard Operating Procedures (SOPs): Developed SOPs to streamline business processes, and ensure operational efficiency.
- Lead Generation Strategy: Created structured roadmaps to optimize lead generation and improve conversion rates.
- Onboarding Optimization: Refined onboarding processes to enhance the new hire experience and reduce ramp-up time.
- Supervised operations staff to ensure compliance with company policies.
Assistant Manager - Sales Operations
upGrad
Mumbai
11.2018 - 03.2022
- Optimized sales operations by streamlining workflows, enhancing team productivity, and driving process efficiencies.
- Leveraged data analytics to provide actionable insights, supporting strategic decision-making and revenue growth.
- Transitioned into an Associate Product Manager role, leading product development initiatives and contributing to go-to-market strategies.
- Developed and executed product launch plans and marketing campaigns, ensuring successful introductions of new products and features.
- Designed and implemented performance-tracking dashboards and reports, enabling real-time monitoring of product usage and key metrics.
- Managed end-to-end admissions processes, collaborating with university faculties, coordinating candidate interviews, organizing recruitment events, and maintaining accurate applicant data.
- Conducted data-driven analysis to assess admissions trends, optimize selection strategies, and enhance enrollment outcomes.
- Led an 8-month admissions project (May 2020 – Dec 2020), overseeing candidate management, event coordination, and stakeholder communication to improve operational efficiency.
Assistant Manager
Emkay Global Financial Services Ltd
Mumbai
10.2017 - 05.2018
- Managed customer onboarding and registration during workshops
- Provided sales support, assisting teams in lead generation and customer engagement
MIS Analyst
Motilal Oswal Financial Services Ltd
Mumbai
01.2014 - 08.2017
- Conducted data analysis to identify trends and improve sales strategies.
- Assisted Sales Managers in pipeline tracking and revenue monitoring.
- Tracked changes in industry regulations that may impact existing MIS reporting processes or procedures.
- Generated ad hoc reports based on user requests and needs.
- Developed and maintained executive-level MIS reports for senior management.
Education
BCom -
Mumbai University
MumbaiSkills
- Operations & Process Optimization
- Strategic Planning & Execution
- Client On-boarding & Engagement
- CRM & Sales Automation (Salesforce, Zoho, HubSpot)*
- Business Strategy & Sales Automation
- Vendor management
- Presentations and public speaking
Volunteer Experience
MOTILAL OSWAL FOUNDATION, 01/01/16, 07/01/17
Certification
- NISM - VA
Mutual Fund Distributors Certification Examination
Languages
Gujarati
First Language
Hindi
Advanced (C1)
C1
Marathi
Advanced (C1)
C1
English
Advanced (C1)
C1
Affiliations
- Volunteer Experience at Motilal Oswal Financial Services Ltd
Jan 2016 - Jul 2017
Timeline
Sr. Business Development Manager
Violet Infosystems Pvt. Ltd
02.2024 - 11.2024
Sales Operations Manager
Pesto Tech
04.2022 - 12.2023
Assistant Manager - Sales Operations
upGrad
11.2018 - 03.2022
Assistant Manager
Emkay Global Financial Services Ltd
10.2017 - 05.2018
MIS Analyst
Motilal Oswal Financial Services Ltd
01.2014 - 08.2017
- NISM - VA
Mutual Fund Distributors Certification Examination
BCom -
Mumbai University
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