Khushi Goel

Business Development Executive

South Delhi, Delhi, India4 yrs 8 mos experience

Key Highlights

Proven track record in exceeding sales targets
Strong expertise in customer relationship management
Experience in financial planning and investment solutions

Stackforce AI infers this person is a skilled professional in the Fintech sector with a strong focus on customer engagement and sales.

Contact

Skills

Core Skills

Customer Relationship Management (crm)FinanceSales

Other Skills

Business AdministrationC#CommunicationDigital MarketingElementary EducationEvent ManagementHuman Resources (HR)InterviewingJob PostingsManagementMarketing ManagementNegotiationOnline MarketingSales ManagementSocial Media Marketing

About

Strategic and client-focused Relationship Manager at ICICI Bank, adept at delivering personalized financial solutions and consistently surpassing performance benchmarks. With a robust background in banking, insurance, and customer engagement, I excel at cultivating long-term relationships that drive sustainable growth. Committed to impact—both within the financial sector and the wider community.

Experience

Icici bank

Relationship Manager

May 2025 – Present · 10 mos

Manage high-value customer portfolios and provide end-to-end financial planning solutions.
Promote and cross-sell banking and investment products including loan, investment plan, cards, Insurance, limits
Maintain strong rapport with clients, ensuring retention, satisfaction, and business expansion.

Customer Relationship Management (CRM)FinanceSales Management

Icicidirect

Sales Manager

Jan 2025 – May 2025 · 4 mos · Delhi, India · On-site

Spearheaded sales for trading and investment services, focusing on retail customers.
Onboarded new clients, explaining demat account benefits and equity market dynamics.
Delivered consistent monthly targets by educating clients and upselling financial tools.

SalesCustomer Relationship Management (CRM)

Hdfc ergo general insurance

2 roles

Associate

Promoted

Apr 2024 – Jul 2024 · 3 mos · Noida, Uttar Pradesh, India · On-site

Promoted from Junior Associate to Associate due to exceptional performance and contribution.
Communicated with customers to understand their health insurance needs and effectively persuaded them to purchase policies from the company.
Achieved and exceeded sales targets consistently, resulting in substantial salary increments and incentives, which more than doubled annual income.
Maintained a high standard of customer service, addressing queries and providing tailored insurance solutions to enhance customer satisfaction.

SalesCustomer Relationship Management (CRM)

Junior Associate

Apr 2022 – Mar 2024 · 1 yr 11 mos · Noida, Uttar Pradesh, India · On-site

Joined as Junior Associate and engaged with customers to promote health insurance products.
Developed strong sales skills, contributing to a significant increase in sales and earning incentives.
Met and often surpassed sales targets, laying the groundwork for future promotion.

Nav abhiyan

Teacher

Aug 2019 – Mar 2021 · 1 yr 7 mos

Dedicated time after college to assist underprivileged children with their studies.
Provided academic support and guidance to enhance their learning and development.
Developed and delivered educational materials to address the specific needs of each student.
Contributed to improving the educational outcomes and confidence of the children.