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Omkar Yadav

Omkar Yadav

Banking Sales & Relationship Executive

Talent
AgraMember since September 1, 2026
Relationship ManagementCross-sellingLead GenerationCRMStudent CounselingCommunicationTally Prime
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Relationship ManagementCross-sellingLead GenerationCRMStudent Counseling

About

Results-driven banking sales professional with 2+ years of experience in loan sales, insurance cross-selling, customer relationship management, lead generation, CRM, teaching and student counseling. Strong track record of achieving sales targets, resolving customer queries, guiding students, and building long-term client relationships through effective communication and problem-solving.

Experience

Relationship Executive at Finbud Finance Services Pvt. Ltd. (2026-02 – Present)

  • Manage customer portfolio and achieve monthly sales targets.
  • Cross-sell banking products and coordinate loan processing.

Relationship Executive at RupeeQ (2024-10 – 2026-02)

  • Converted qualified leads into loan customers.
  • Maintained CRM records and exceeded sales targets.

Teacher at Young Scholars School (2023-02 – 2024-05)

  • Delivered classroom instruction and maintained a positive learning environment.
  • Prepared lesson plans, assessed student performance, and communicated effectively with parents.

Education

B.Ed – Dr. Bhimrao Ambedkar University, Agra (2023)

B.Sc – J.S. University, Shikohabad (2021)

Intermediate – Gyan Deep School, Shikohabad (2018)

Skills

Banking Sales & Relationship Executive

Reviews

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