VISHAL MEHTA
Business Growth Specialist
Mumbai,MH
Summary
Strategic Sales & Marketing professional with 8+ years in technical and financial product sales across APAC, EMEA, and the USA. Expertise in client engagement, business development, and B2B product management. Experienced in leveraging CRM and marketing tools such as Salesforce and HubSpot to drive revenue growth and enhance customer experiences.
Overview
4
4
Languages
9
9
years of professional experience
Work History
Presales and Marketing Team Manager
ION Analytics (Mergermarket)
08.2021 - Current
- Established strategic partnerships with key service providers including Clay, Chili Piper, HubSpot, and others to enhance sales and marketing operations.
- Developed marketing campaigns to increase brand awareness and customer acquisition
- Maintained comprehensive pipeline of customers and contacts, facilitating targeted outreach campaigns and engagements.
- Liaised and coordinated between different departments to manage the distribution of the potential business according to the segments.
- Developed and maintained a comprehensive pipeline of customers and contacts to facilitate outreach campaigns and engagements.
- Lead-generation workflow, transitioning it from a fully manual process to an intelligent, logic-driven system—significantly reducing manual effort and improving efficiency.
- Collaborated with editorial and directors’ team to improve content marketing and cross-promotional initiatives
- Optimized training and leadership development programs, enhancing team capabilities and performance.
- Oversaw daily operations of over 150+ customer accounts of new business.
- Collaborated with team members to achieve target results.
- Optimized team training and leadership development programs.
- Developed a structured lead-generation workflow to enhance efficiency in capturing new business opportunities., transitioning it from a fully manual process to an intelligent, logic-driven system—significantly reducing manual effort and improving efficiency.
- Analyzed survey feedback, identifying and reporting trends to aid product development (Law Report, Mergermarket, Infralogic, Debtwire).
- Established strategic partnerships with key service providers, including Clay, Chili Piper, and HubSpot, to enhance sales and marketing operations.
BUSINESS DEVELOPMENT MANAGER
Square Yards
12.2020 - 04.2021
- Leveraged in-depth knowledge of sales strategies and relationship-building skills to enhance customer relationships and drive sales productivity.
- Managed complete client servicing process / independently managing the onboarding process, migration of client accounts to different entities, trade booking, etc.
- Drove client acquisition through targeted lead follow-up and consultative property sales conversations.
- Managed sales pipeline using CRM tools to track prospects, prioritize opportunities, and maintain accurate records.
- Built strong customer relationships by understanding requirements and matching suitable residential and investment properties.
RELATIONSHIP MANAGER
Eduvanz Financing PVT LTD
06.2019 - 11.2020
- Scheduled and attended meetings with customers to build trust and maintain long-lasting relationships. Developed sales and marketing strategies to expand customer base and drive sales, informed by forecasted trends and competitor activity.
- Researched and identified new sales opportunities and potential leads through institute Utilized exceptional communication skills to liaise with clients via phone, email, and face-to-face to provide expert advice and guidance.
- Researched and identified new sales opportunities and potential leads through institute Liaised with clients via phone, email, and in-person to provide expert advice and guidance.
- Identified and evaluated inefficiencies, providing recommendations for improved system functionality and behavior Helped improve risk operations by showing a clear connection between current policies and business results. Reviewed files, records, and other documents to obtain business information and key data to respond to development requests.
- Worked closely with all product development departments to create and maintain marketing materials for sales presentations and client meetings.
- Collaborated with product development departments to create and maintain effective marketing materials for sales presentations and client meetings.
Relationship Office (RO)
HDFC Bank Ltd
04.2018 - 04.2019
- Prepared routine letters requesting payment for overdue accounts, forwarding for legal action Developed and maintained relationships with local real estate agents.
- Drafted letters to request payment for overdue accounts and initiated legal action while developing and maintaining relationships with local real estate agents.
- Submitted credit and loan applications to Underwriters for verification and recommendations.
- Compiled databases of applicants' credit histories and corporate financial statements while addressing customer inquiries about credit standing, loan balances, and penalties.
- Prepared documents setting out conditions of credit and loans, rates of repayment, and loan periods, and provided information about customers' standing to financial and credit institutions.
- Led operations to ensure productivity, customized products to meet user specifications, and employed upselling techniques to enhance customer experience.
Education
PGDM - Digital Marketing
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Mumbai02-2021
Bachelors - Finance and Business Administration
University of Mumbai
Mumbai04-2018
Skills
Sales Strategy Development
Lead generation strategies
Search Engine Optimization
Data Visualization
Process Management
Process Development
Team Management
Customer Experience
Cross-Selling Techniques
Communication skills
Timeline
Presales and Marketing Team Manager
ION Analytics (Mergermarket)
08.2021 - Current
BUSINESS DEVELOPMENT MANAGER
Square Yards
12.2020 - 04.2021
RELATIONSHIP MANAGER
Eduvanz Financing PVT LTD
06.2019 - 11.2020
Relationship Office (RO)
HDFC Bank Ltd
04.2018 - 04.2019
Bachelors - Finance and Business Administration
University of Mumbai
PGDM - Digital Marketing
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