Dmate Account Opening

Results-driven sales and relationship management professional with 8+ years of experience in financial services, consumer finance, personal loans, Loan Against Shares (LAS), Demat Accounts and insurance. Strong track record in lead generation, customer acquisition, relationship management, target achievement and cross-selling. Currently working as an on-roll Relationship Manager with Bajaj Finance Ltd., with Loan Against Shares as the primary product.

Relationship Manager – On-Roll at Bajaj Finance Ltd. (2025-11 – Present)

Promoted to on-roll with Bajaj Finance Ltd. in November 2025 based on strong performance.

• Primary product: Loan Against Shares (LAS).
• Also handle Demat Account and Insurance products.
• Generate leads, acquire customers and manage the complete sales process from lead generation to closure.
• Build and maintain strong customer relationships and provide suitable financial solutions.
• Drive business growth through cross-selling and upselling of financial products.

Sales Officer at Bajaj Finance Ltd. | Through INNOVSOURCE SERVICES LTD. (Third-Party Payroll) (2023-01 – 2025-10)

Worked with Bajaj Finance Ltd. through Innovsource Services Ltd. on a third-party payroll basis.

• Generated leads and converted them into active customers.
• Handled customer interactions, product presentations and sales closures.
• Managed customer queries and provided suitable financial solutions.
• Consistently achieved assigned monthly sales targets.

Sales Officer at Paisabazaar.com (2021-10 – 2022-02)

Primary product: Personal Loan.

• Managed the end-to-end sales cycle from lead generation to closure.
• Generated and followed up on customer leads and converted prospects into customers.
• Built long-term customer relationships and supported repeat business.

Senior Sales Executive at HDB Financial Services Ltd. (2017-01 – 2020-12)

Product: Consumer Loan – LED Finance and Mobile Finance.

• Promoted consumer finance products and acquired new customers.
• Generated leads and managed the sales process through customer acquisition and loan disbursement.
• Assisted customers in selecting suitable consumer finance solutions.
• Achieved and exceeded assigned sales targets regularly.

Bachelor of Arts in B.A. – SOL University

10+2 – CBSE Board