Summary
Overview
Work History
Education
Skills
Websites
Awards
Notable Accolades
Timeline
Generic
VINAY GAGAT

VINAY GAGAT

Mumbai

Summary

Senior Sales Account Manager with a proven track record of driving results and achieving high productivity. Expertise in strategic account management, client relationship development, and accurate sales forecasting. Strong communication, negotiation, and leadership skills foster effective team collaboration and enhance customer satisfaction.

Overview

7
7
years of professional experience

Work History

Senior Manager - Loan Ops

Lorien Finance Pvt Ltd
Mumbai
02.2025 - Current
  • Established and scaled Loan Operations team in Mumbai by creating processes and performance frameworks from inception.
  • Recruited and trained loan counsellors to enhance lender relationships and ensure compliance with credit standards.
  • Spearheaded disbursement targets and operational efficiency, contributing to branch growth and profitability.
  • Implemented risk controls and audit readiness to safeguard portfolio quality and minimize operational gaps.
  • Drove process automation and reporting accuracy to improve turnaround times and customer experience across teams.

Manager - Educational Loans

HDFC Credila Financial Services Limited
Mumbai
09.2022 - 02.2025
  • Showcased education loan products at student expos and education fairs as brand representative for domestic and overseas studies.
  • Directed team of sales executives, elevating performance through consistent training, mentoring, and feedback sessions.
  • Handled complete loan lifecycle including compliance-focused application processing, documentation, credit evaluation, and disbursement.
  • Expanded market reach by collaborating with coach channels and educational consultants while offering product policy training.
  • Ensured high portfolio quality via rigorous borrower eligibility assessment aligned with KYC/AML standards.
  • Achieved exceptional sales results by designing customer-driven solutions and strengthening partnerships in new markets.
  • Reduced turnaround time significantly by streamlining operational processes, enhancing overall efficiency and customer experience.

Customer Success Manager

Whitehat Junior Education Technology Private Limited
Mumbai
05.2020 - 07.2022
  • Improved client experience as primary point of contact for high-profile clients, including celebrities and VVIPs.
  • Cultivated enduring relationships in role as Relationship Manager - Operations from May 2020 to September 2021.
  • Managed over 500 accounts while consistently meeting SLAs and enhancing client satisfaction levels.
  • Resolved escalations effectively, implementing strategies that improved customer loyalty and streamlined operations.
  • Identified needs of clients proactively, offering customized solutions that contributed to increased revenue.

Senior Business Development Executive

MeritNation
Mumbai
07.2019 - 05.2020
  • Proactively generated new business and long-term account opportunities via relationship management and cold calling.
  • Executed targeted marketing and sales strategies to retain clients while capturing additional revenue.
  • Met sales goals consistently by assessing customer needs and delivering customized solutions for growth.

Sales Executive- Modern Trade

Haldirams Food International Private Limited
Mumbai
01.2019 - 07.2019
  • Managed key modern trade accounts including D-Mart, Big Bazaar, and Star Bazaar, driving revenue growth in Western Mumbai zone.
  • Led a team of 5 sales officers and merchandisers to consistently meet sales targets.
  • Forecasted supply and demand to optimize inventory flow and ensure business continuity.

Summer Internship

Amul India
Mumbai
05.2018 - 06.2018
  • Executed project focused on market potential assessment and launch strategies for new range of Amul beverages, analyzing consumer trends and competitive positioning.

Education

Master Of Management Studies - Marketing

Atharva Institute of Management Studies
01.2019

Bachelor of Management Studies - Marketing

Bharatiya Vidya Bhavan
01.2016

Skills

  • Customer success management
  • Client relationship management
  • Customer retention strategies
  • Customer experience optimization
  • Customer satisfaction measurement
  • Onboarding and renewal management
  • Account management
  • Business development
  • Upselling and cross-selling techniques
  • Revenue growth strategies
  • Loan disbursement processes
  • Portfolio expansion initiatives
  • Team leadership
  • Escalation handling
  • SLA compliance monitoring
  • KPI tracking and reporting
  • Stakeholder communication skills
  • Training and coaching programs
  • Issue resolution expertise
  • Customer feedback analysis techniques
  • Process improvement methodologies
  • Market knowledge insights
  • Strategic planning capabilities

Websites

Awards

  • Top Sales Manager, HDFC Credila Financial Services Ltd., 2023-24, Honored for new channel empanelment through innovative business strategies.
  • Star Newcomer Award, Meritnation, 07/19, Recognized for exceptional performance and early success in business development.

Notable Accolades

  • 1st Runner-Up, PAN India, 12/19, Recognized for outstanding performance at Meritnation.
  • International Trip Qualifier to Phuket, 12/19, Achieved top-tier business performance benchmark at Meritnation.
  • Best Performer of the Month, 08/19 - 01/20, Awarded six consecutive times for consistently exceeding sales and business targets at Meritnation.

Timeline

Senior Manager - Loan Ops

Lorien Finance Pvt Ltd
02.2025 - Current

Manager - Educational Loans

HDFC Credila Financial Services Limited
09.2022 - 02.2025

Customer Success Manager

Whitehat Junior Education Technology Private Limited
05.2020 - 07.2022

Senior Business Development Executive

MeritNation
07.2019 - 05.2020

Sales Executive- Modern Trade

Haldirams Food International Private Limited
01.2019 - 07.2019

Summer Internship

Amul India
05.2018 - 06.2018

Master Of Management Studies - Marketing

Atharva Institute of Management Studies

Bachelor of Management Studies - Marketing

Bharatiya Vidya Bhavan

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VINAY GAGAT