Sarthak Sharma

Performance-driven Banking Sales Professional with hands-on experience in retail banking, customer acquisition, CASA sales, and cross-selling financial products. Proven track record of exceeding sales targets, achieving 280% monthly target completion and consistently maintaining 150% performance. Skilled in relationship management, lead generation, branch banking operations, and customer service.

Bank Officer at AU Small Finance Bank (2025-09 – 2026-06)

• Acquired and onboarded new Savings and Current Account customers while ensuring complete KYC and compliance adherence.
• Generated quality leads through referrals, customer visits and follow-up activities.
• Cross-sold banking products including insurance, credit cards, fixed deposits, and other financial solutions.
• Built strong customer relationships to improve customer retention and product penetration.
• Supported branch banking operations, documentation management, and customer service delivery.
• Contributed to branch revenue growth through consistent target achievement and customer acquisition initiatives.

Business Development Intern at Max Shipping & Forwarding Pvt. Ltd. (2025-05 – 2025-07)

• Pitched logistics services to 500+ prospective clients through cold calling, email campaigns, and direct outreach.
• Managed customized quotations and follow-ups for outstanding recoveries exceeding ₹1 Crore.
• Analyzed lead conversion data and customer response trends to improve business development efforts.
• Maintained CRM records and supported client engagement initiatives.

Masters in Business Administration – University of Technology (2024 – 2026)

Bachelor's in Commerce – Shree Mahaveer College, Rajasthan University (2021 – 2024)

Diploma in Financial Accounting – Elite institute (2023-06 – 2023-12)