Results-driven account manager with 1.5 years of experience in B2B sales, financial services, and enterprise client relations. Proven track record of achieving monthly targets of ₹10 Lacs across POS systems, lending products, and insurance. Skilled in outbound prospecting, pipeline management, client relationship building, and cross-functional coordination. Recognized with Certificate of Excellence for top performance in Term Loan and Insurance sales.
Conducted outbound prospecting and cold calling to generate new business leads across merchant and enterprise segments
Managed pipeline generation and lead qualification for POS machines, Term Loans, and Insurance products
Achieved monthly sales targets of ₹10 Lacs consistently, meeting or exceeding goals throughout tenure
Built and maintained relationships with high-profile enterprise clients including Yashoda Hospitals, AIG Hospitals, and PMJ Jewellery
Facilitated end-to-end loan processing for home loans, motor loans, and personal loans, guiding customers from application to approval
Promoted and sold health and life insurance products, assessing customer needs and recommending appropriate coverage
Negotiated credit card terms and personal loan agreements to secure favorable outcomes for both clients and the organization
Managed current account and salary account operations, resolving customer inquiries efficiently
Maintained accurate CRM data management for all client interactions, follow-ups, and deal progress
Ensured compliance with banking policies and regulatory requirements across all transaction