Headline

Executive – Portfolio Management | Real Estate Sales | SAP CRM | B2B Client Relations

About

A motivated and results-oriented B.Com graduate with hands-on experience in portfolio management, client acquisition, and B2B field sales. Currently working at MoneyTree Realty Services Ltd (Noida), where I manage end-to-end client outreach for residential real estate projects — from raw data filtering and lead qualification to site visit conversions and closures. I work with SAP CRM for pipeline tracking and lead updates, and use MS Excel for filtering and shortlisting high-potential leads from raw data. Prior to this, I worked in B2B field sales at Sawariya Oils Pvt. Ltd., where I handled distributor and retailer networks, pitch presentations, and monthly target achievement. 🔹 Key Strengths: • Client Relationship Management • Telecalling & Cold Calling • Objection Handling & Negotiation • SAP CRM – Lead & Pipeline Management • MS Excel – Raw Data Filtering & Lead Shortlisting • Pitch Framework Development 📍 Based in Noida | Open to opportunities in Delhi NCR 📩 nav7036@gmail.com | 6398718692

Location

Firozabad

Work experience

Executive Portfolio Management at MoneyTree Realty, Apr 2026 - Jun 2026 · 3 mos, Noida, Uttar Pradesh, India, • Manage end-to-end client outreach and portfolio servicing for active residential real estate projects in the Noida market • Conduct cold calls, qualify leads from raw data, and convert prospects into confirmed site visits and closures • Filter and shortlist high-potential leads from Excel data; update qualified leads and pipeline status in SAP CRM • Handle client objections and guide decision-making through structured, timely follow-ups • Develop and refine calling scripts and pitch frameworks tailored to diverse client profiles • Coordinate with internal teams to ensure smooth client journey from enquiry to closure

Sales & Marketing Executive at Sawariya Oils, Aug 2025 - Feb 2026 · 7 mos, Firozabad, Uttar Pradesh, India, Managed end-to-end B2B field sales operations for an FMCG oil brand across Firozabad and surrounding region. • Independently handled a multi-town sales territory spanning 10–12 towns — executing 20–50 structured client visits daily across retail outlets and distributor locations • Onboarded and managed 12+ channel distribution partners — overseeing order placement, negotiation, follow-ups, and fulfilment • Proactively expanded territory coverage beyond assigned scope — identified untapped markets and drove incremental revenue growth • Gathered on-ground competitive intelligence and market feedback — communicated actionable insights to support strategic planning • Consistently converted cold visits into confirmed purchase orders through persuasive product presentations and relationship-driven selling

Marketing Intern — Sales & Advertising at Shrisaya Capital Pvt. Ltd., Oct 2024 - Nov 2024 · 2 mos, Agra, Uttar Pradesh, India, 180-hour structured internship at a capital advisory firm · Letter No: SCPL/162/2024 • Supported client acquisition activities including lead generation, market research, and prospect qualification • Participated in client meetings and assisted senior advisors in presenting financial and business solutions • Gained practical exposure to professional sales processes, client relationship management, and business development workflows

Education

Bachelor of Commerce, Business/Commerce, General, Dr. Bhimrao Ambedkar University (DBRAU), Agra

Intermediate (12th Grade), Business/Commerce, General, Kendriya Vidyalaya (KV)