Presentation
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
Portfolio
Offered services
Background
HDB Financial Services Limited | Jan 2025 – May 2026
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 transactions

Awarded a Certificate of Excellence by HDFC Bank leadership for outstanding contributions in the Wholesale POS NAM business.
Achieved top performer status through consistent sales excellence, customer relationship management, and business growth initiatives in Term Loan and Insurance portfolios.



