Sales Officer - HDFC Bank Ltd
(2024-08 - 2025-10)
- Monitor closely the Loan data and cross sell insurance (HDFC Life and Non – Life), fixed deposits and other products as introduced by the company to home loan customers of HDFC Sales
- Relationship building with the Loan Executives to which he is mapped and to ensure joint calls with the LE to ensure maximum attachments of the files being disbursed
- Build a relationship with the customer so that he/ she is able to cross sell other product offering basis the need of the customer, thereby managing the entire account of customer. FSA to ensure to source customer's family details, other general insurance details, other loan details etc
- Source open market business too and achieve the targets assigned
- Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and insurance options
- Plan on weekly basis with an aim to achieve the set business generation target from management
Sales Internship - The Smart MBA Academy
(2024-10 - 2024-11)
- Got an opportunity to learn about functions performed in Remote Sales
- Managed the data of sales of Training program offered and performed analysis for futuristic planning
- Interacted with clients and franchisee holders on accounting of business performance
Business Development / Client Servicing Role - IndiaMART InterMESH Ltd.
(2025-10 - 2026-04)
- Conducted regular client visits and generated business leads through field sales activities
- Managed client relationships and handled renewal discussions
- Identified customer requirements and provided suitable B2B solutions
- Achieved site visits and indexing targets while maintaining CRM data
- Worked closely on lead conversion and client engagement strategies
Project Sales Executive (PSE) - Asian Paints Ltd.
(2026-04 - 2026-09)
- Handled project sales for construction sites including waterproofing and paint solutions
- Conducted site visits, contractor meetings, and product presentations
- Generated and tracked project leads through site indexing and follow-ups
- Coordinated with dealers, applicators, and internal teams for order execution
- Developed understanding of surface preparation, product application, and BOQ-based selling
