Mumbai, Maharashtra, India
I help financial services and insurance businesses accelerate revenue growth, scale sales operations, and build customer-centric operating models. With 9+ years of experience leading revenue-focused initiatives, I specialize in driving sales performance, improving operational efficiency, and developing high-performing teams aligned with business objectives. Backed by a foundation in Computer Engineering, I bring a strong analytical mindset blended with commercial strategy to solve complex business challenges. My core strengths include end-to-end sales lifecycle management, business development, team leadership, client relationship management, and process optimization. I am passionate about identifying growth opportunities, strengthening execution, and building scalable frameworks that enhance productivity, customer experience, and long-term business value. Known for structured thinking, ownership, and a results-driven approach, I believe great leadership is about empowering people, fostering collaboration, and delivering sustainable outcomes. 📩 Open to leadership opportunities & strategic collaborations 📧 Contact: [email protected]
• Leading a high-performing advisory and sales team across Insurance Advisory and Education Loan & EMI solutions, driving sustainable business growth through strategic revenue expansion, operational efficiency, and superior customer experience. • Currently managing end-to-end sales operations, renewals, and client servicing while improving processes and team productivity. • Overseeing sales strategy execution, team leadership, and key client relationships to achieve consistent business growth. • Driving sales performance, optimizing workflows, and strengthening customer retention as part of ongoing leadership responsibilities. • Managing a structured sales team, ensuring performance excellence, strategic execution, and seamless customer lifecycle management.
• Led a team of associates to achieve monthly and quarterly sales targets. • Oversaw inbound & outbound sales, renewals, and after-sales client servicing. • Improved operational efficiency through streamlined sales processes and reporting. • Supported management in planning and implementing new sales strategies. • Maintained key client relationships, resolving complex queries effectively.
• Managed inbound and outbound client interactions to ensure smooth loan processing and renewals. • Handled sales operations, customer support, and financial documentation. • Coordinated with cross-functional teams to enhance client satisfaction and improve turnaround time. • Provided advisory support to customers for education financing and repayment options. • Built expertise in CRM tools, backend operations, and EdTech loan solutions.
• Provided personalized counseling to students and parents, guiding them through the school’s admission and enrollment process. • Achieved independent sales targets by converting inquiries into confirmed admissions through effective communication and relationship management. • Led and motivated a team to meet collective admission goals and ensure smooth operational coordination. • Conducted school visits, seminars, and tele-counseling sessions to promote academic programs and enhance brand visibility. • Handled additional responsibility of tracking business with financial partners to monitor and report daily revenue performance. • Collaborated with marketing and operations teams to optimize lead generation, admissions flow, and customer satisfaction.
• Managed sales operations and client coordination within the logistics sector, ensuring smooth insurance and service renewals. • Cross-checked and verified vehicle insurance and term life insurance details for clients to ensure timely renewal and compliance. • Advised clients on suitable insurance plans — including renewals, new term policies, and travel-based coverage — based on individual needs and business operations. • Maintained client databases and documentation for insurance tracking and premium monitoring. • Collaborated with partner insurance providers to ensure seamless policy issuance and claim support. • Consistently achieved monthly and quarterly sales and advisory targets through proactive client relationship management.
• Managed inbound and outbound customer interactions to promote and sell a range of insurance products, including health, term life, motor, property, and home insurance. • Consistently met and exceeded monthly sales and renewal targets through strategic cross-selling and upselling techniques. • Delivered personalized insurance advisory to customers, ensuring optimal coverage based on lifestyle, assets, and financial needs. • Maintained detailed policy records, premium tracking, and compliance with regulatory standards. • Collaborated with underwriting and claims teams to enhance customer satisfaction and retention.
• Represented IFB Home Appliances brand at Croma Mall, managing product display and customer engagement for washing machines, air conditioners, and other home electronics. • Provided detailed product demonstrations and comparisons to help customers make informed purchase decisions. • Cross-sold IFB products alongside other leading brands such as LG, Whirlpool, and Samsung, achieving strong conversion rates and sales growth. • Maintained excellent in-store presentation, assisted in promotional campaigns, and consistently met monthly sales targets. • Developed strong customer relations and enhanced overall brand visibility within the store