Vishal Gupta

Business Development Executive

Uttar Pradesh, India5 yrs 11 mos experience

Highly Stable

Key Highlights

Proven track record in team management and sales.
Strong relationships with dealers and customers.
Expertise in loan product sales and customer service.

Stackforce AI infers this person is a Sales Manager in the Fintech industry with strong expertise in loan products and customer relationship management.

Contact

Skills

Core Skills

Team ManagementSalesSales ManagementCustomer Relationship Management

Other Skills

Lead GenerationDealer Relationship ManagementCustomer InteractionLoan Eligibility AssessmentDocument CollectionApplication ProcessingCoordination with Credit TeamLoan Approval & DisbursementCross-SellingTarget AchievementCustomer ServiceReportingSales StrategyLoan Product KnowledgeTarget Achievement and Reporting

About

Experience

5 yrs 11 mos

Total Experience

1 yr 9 mos

Average Tenure

1 yr 2 mos

Current Experience

Bajaj finserv

Branch Sales Manager

Apr 2025 – Present · 1 yr 2 mos · Uttra khand · On-site

.#hiring team and traner
1. Lead Generation
Identify potential customers through dealers, digital platforms, or walk-ins.
2. Dealer Relationship Management
Build strong relationships with two-wheeler dealers for referrals and walk-in leads.
3. Customer Interaction
Understand customer requirements and explain loan products clearly.
4. Loan Eligibility Assessment
Check income, CIBIL score, and documents to assess eligibility.
5. Document Collection
Collect KYC, income proof, bank statements, etc.
6. Application Processing
Submit the loan application in the system or forward it to credit team.
7. Coordination with Credit Team
Follow up for approvals, queries, or clarifications.
8. Loan Approval & Disbursement
Ensure quick approval and timely disbursement to the dealer.
9. Cross-Selling
Offer insurance, extended warranty, or other financial products.
10. Target Achievement
Work towards monthly sales and disbursement targets.
11. Customer Service
Provide post-sale support and resolve any issues.
12. Reporting
Maintain and submit daily/weekly reports to seniors.

Team ManagementLead GenerationDealer Relationship ManagementCustomer InteractionLoan Eligibility AssessmentDocument Collection+8

Drivio (ड्राइवियो)

Sales Manager

Aug 2024 – Apr 2025 · 8 mos · Sitapur, Uttar Pradesh, India

Team Management
Recruit, train, and manage the sales team.
Monitor and improve team performance.
Set daily, weekly, and monthly sales targets and help the team
achieve them.
2. Sales Strategy
Develop effective strategies to drive loan product sales.
Analyze market trends and competition.
Plan and implement strategies to attract new customers and
retain existing ones.
3. Customer Relationship Management
Build strong relationships with key customers.
Address customer issues and ensure their satisfaction.
Expand the customer base through referrals and networking.
4. Loan Product KnowledgeExplain loan processes and documentation requirements to
customers.
5. Target Achievement and Reporting
Work with the team to meet monthly and annual sales goals.
Prepare and present sales reports to senior management.
6. Provide recommendations for improvements based on sales
performance.
7. Sales and Marketing Coordination
Collaborate with the marketing team to create promotional
campaigns.
8. Participate in marketing activities to enhance brand visibility.
9. Align sales efforts with marketing strategies to maximize
impact.
10. Operational Responsibilities
Identify new business opportunities and channels for growth.
Ensure timely collection of payments from customers.
Ensure compliance with legal and regulatory requirement

Team ManagementSales StrategyCustomer Relationship ManagementLoan Product KnowledgeTarget Achievement and ReportingSales and Marketing Coordination+2

Hdb financial services ltd.

Relationship Manager

Apr 2021 – Aug 2024 · 3 yrs 4 mos · Lakhimpur, Uttar Pradesh, India · On-site

Financial services representatives match financial products to their customers’ needs and provide them with appropriate financial advice to help them meet their goals.
If customers have a particular concern about their financial status, financial services representatives discuss these problems with them and evaluate how changes in finances can affect the client’s situation.
The representative also examines the client’s current investments and debts to make recommendations on how to reduce payments or interest.

Marc laboratories ltd.

Assistant Manager

Jul 2020 – Nov 2021 · 1 yr 4 mos · Lucknow, Uttar Pradesh, India · On-site

Purchases pharmacy supplies; supervises the taking of inventories; prepares a variety of reports on warehouse receiving activities, individual patient prescriptions dispensed and bulk chemical preparation; maintains narcotic inventory.