Akhil A P
SALES & CLIENT RELATIONSHIP PROFESSIONAL — FINANCIAL PRODUCTS
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About
Confident, target-driven sales professional with 2+ years converting client interest into closed business across commercial vehicle, home, and personal loan products. Skilled in building rapport quickly, active listening, and persuasive, needs-based negotiation with clients from first contact through to closing. Proven track record of consistently exceeding sales targets through upselling and cross-selling, combined with a fast-learning approach to mastering complex financial products.
Strong team collaborator seeking to bring proven sales and client-conversion skills to an insurance and financial-product sales role at PolicyBazaar.
Experience
Relationship Manager – Commercial Vehicle Loan - IDFC First Bharat - Thiruvananthapuram, Kerala
(2025-09)
- Drive new business sourcing through confident, persuasive client engagement with dealers, DSAs, OEMs, and direct customers, converting prospect interest into closed loan sales daily.
- Negotiate loan terms, interest rates, and margins directly with clients, tailoring proposals to client needs and objections in real time to close deals.
- Build and sustain trust-based client relationships through clear, consultative communication across the full sales cycle, from first contact to documentation and disbursal.
- Coordinate with credit teams on KYC, valuations, and field investigations to ensure a smooth, efficient path from client interest to sale completion.
- Proactively follow up with clients on payments and collections, independently resolving concerns to protect the relationship and prevent early default.
Business Executive – Commercial Vehicle Loan - Mahindra and Mahindra Financial Services - Thiruvananthapuram, Kerala
(2024-08 - 2025-09)
- Consistently exceeded assigned sales targets by identifying and converting new business opportunities through upselling and cross-selling.
- Built long-term client relationships through regular, persuasive communication, strengthening trust and repeat business.
- Applied market research and competitive analysis to sharpen sales pitches and stay ahead of industry trends in client conversations.
Home Loan Sales Officer - HDFC Sales Limited - Thiruvananthapuram, Kerala
(2024-04 - 2024-08)
- Generated and converted leads through cold calls, networking, and email campaigns, maintaining high-volume telephone contact with prospective clients.
- Built quick product mastery to confidently handle complex client queries and objections, strengthening trust with key accounts and closing sales.
- Expanded territory coverage and sales volume through proactive client engagement and targeted marketing initiatives.
- Reported weekly on sales performance, working independently and collaboratively within the regional sales team.
Education
Higher Secondary Education - HSC - Darsana Higher Secondary School (2017-03)
