Headline

Open to Work-Switch | Customer Success • Operations • Tech Support • HR Coordination | CRM & Client Handling | 3+ Years in Finance & Sales | Sales Officer at HDFC Bank & Assitant Manager at Kotak Bank

About

I’m a client-focused professional with 2+ years of experience in sales, onboarding, and operations across banking and financial services. I’ve worked closely with customers, handled end-to-end documentation, and collaborated with backend teams to deliver smooth service experiences. Now, I’m excited to transition into new domains like tech, HR, customer support, marketing, or business operations — where I can apply my people skills, process understanding, and ability to manage workflows and tools like CRM, MS Office, and Google Workspace. I bring a positive attitude, a willingness to learn, and a track record of performance-driven work. I’m open to remote or on-site roles and ready to join immediately. Let’s connect if you’re hiring for Customer Success, Operations, HR Coordination, or entry-level tech/business roles — or if you'd like to refer someone open to learn and contribute!

Location

Hubli

Work experience

Sales Officer at HDFC Bank, Apr 2024 - Jun 2025 · 1 yr 3 mos, Hubli, Karnataka, India, Sales Officer HDFC Bank Ltd – Hubli, Karnataka Apr 2024 – Jun 2025 Managed a network of 20+ dealers and sub-dealers for new and used commercial vehicle loans Onboarded 15–20clients per month while ensuring 100% KYC compliance Improved onboarding workflow and reduced documentation time by 30% Conducted 150+ site visits for verification and compliance checks Created weekly sales performance reports for the regional management team

Sales Executive (Deputed to HDFC Bank) at HDB Financial Services Ltd., Mar 2023 - Mar 2024 · 1 yr 1 mo, Hubli, Karnataka, India, Worked on-site at HDFC Bank as an off-roll employee handling vehicle loan sales Achieved 90–100% of monthly sales targets and earned incentives for consistent closures Maintained strong relationships with 25+ dealers in the commercial vehicle segment Processed and verified 100+ loan applications with <5% documentation error rate Coordinated with backend and credit teams to reduce loan approval time by 20% Recognized by bank leadership for maintaining performance under tight timelines

Education

Bachelor of Business Administration, Karnatak University, Dharwad

The Board of Secondary Education, Andhra Pradesh (BSEAP)