Karthik Sai

Target-driven Sales Professional with ~2 years of experience in banking and financial services, now seeking to transition into a high-performance sales role with a global recruitment and consulting firm. Proven ability to exceed revenue targets, convert leads into clients, and build long-term relationships through consultative selling. Skilled in client acquisition, pipeline management, and delivering value-driven solutions in competitive markets.

Virtual Relationship Manager (Sales & Portfolio Management) - HDFC Bank - Pune, Maharashtra

(2023-12 - 2025-09)

• Managed a portfolio of 300+ clients, consistently achieving 120%+ sales targets through upselling and cross-selling.
• Generated revenue by promoting financial products including mutual funds, insurance, and banking solutions.
• Applied consultative selling techniques to understand client needs and recommend tailored solutions.
• Led and supported a team of junior associates, guiding them on sales strategies and improving overall team productivity.
• Tracked sales pipeline, monitored conversions, and ensured consistent follow-ups to maximize closures.
• Strengthened customer retention through proactive relationship management and issue resolution.
• Maintained CRM data and reporting using Oracle Flexcube.

Assistant Sales Manager - U GRO Capital - Pune, Maharashtra

(2023-04 - 2023-07)

• Closed ₹2.5 Cr+ in SME machinery loan deals, contributing significantly to branch revenue.
• Identified and converted high-potential leads through strategic prospecting and client engagement.
• Delivered customized financial solutions, improving client trust and deal success rate.
• Collaborated with internal stakeholders (credit & operations) to accelerate deal closures.

Associate Consultant – Accounts Payable - Wipro Technologies - Pune, Maharashtra

(2019-12 - 2020-12)

• Resolved 100+ vendor queries weekly, demonstrating strong communication and problem-solving skills.
• Maintained professional relationships with vendors, ensuring smooth financial operations.

MBA - Marketing & Business Management - Balaji Institute of International Business

BBA - Marketing - International School of Business & Media