Sep 2021 – Dec 2022 · 1 yr 3 mos

• Communicate professionally and clearly to clients when explaining reverse mortgages
• Using leads developed by the Company, make outbound calls on prospective clients and introduce them to Byju's.
• Perform and send all paperwork as necessary and provide excellent customer service and follow-up.
• Partner with internal operations to consistently produce clean sales.
• Collect sufficient pertinent information from client to establish possible need, and qualify lead into an opportunity for Sales closure.
• Maintain timely and accurate records of all customer activity within SalesForce CRM
• Occasional morning/evening and weekend work required
• Maintain active communication with the processing team concerning client needs
• Attend all trainings, sales meetings, orientations as directed
• Increases public awareness of the Ed-tech industry by reading publications and the Internet
• Maintain a high level of accountability for results and metrics

Mar 2020 – Oct 2022 · 2 yrs 7 mos

• Generated INR 1.5 Cr+ revenue by converting 300+ clients through consultative selling and structured opportunity management, leveraging cold outreach, virtual demos, and direct interactions to identify client needs, position value-driven solutions, and drive measurable business outcomes. Led a 5-member sales team, driving pipeline management, sales execution, and client relationship management to improve customer retention.

Mar 2020 – Sep 2021 · 1 yr 6 mos

Oct 2019 – Feb 2020 · 4 mos

• Drove portfolio growth by offering structured asset solutions (LC, BG, OD, term loans) and cross-selling trade, CMS, and forex products to SMEs. Built strong enterprise relationships and ensured seamless credit processing and risk monitoring through effective collaboration with internal teams.

Jun 2019 – Mar 2020 · 9 mos

• Acquire new client relationships & maintain high
• quality, profitable and broad based relationships with
• the senior management of the existing client base for
• Asset Products (Primary) and cross sell of other
• products.
• Responsible for the growth of the portfolio, ensuring
• targets are met and there is availability of an increased
• revenue stream by focusing on non - fund asset
• products like LC, BG, and LCBD etc
• Bring fresh Trade business, both by new acquisition by
• focusing on non -fund asset products like LC, BG, PC
• and LCBD.
• Offering Services like Trade, CMS and Forex to
• existing portfolio clients.
• Handling existing portfolio and hence keep a check on
• the NPA accounts.
• Understanding the current requirement of the
• customer for working capital in respect of overdraft
• facility, Pre shipment credit, Post shipment credit,
• bank guarantee, letter of credit, bills discounting, term
• loan and offering client structured assets solutions
• with the combination of fund based and non fund
• based facilities.
• Working closely with Credit & Operations for
• Sanctioning & Disbursal of Lending Cases.
• Maintaining relationships with CFOs of various mid
• corporate clients.