---
title: "Naveen Yadav - Executive Portfolio Management in Firozabad | Tal"
description: "Meet Naveen Yadav, Executive – Portfolio Management | Real Estate Sales | SAP CRM | B2B Client Relations based in Firozabad."
image: "https://tal.club/meet/naveen-16/share-image"
---

# Naveen Yadav on Tal

## 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 \(KV\)

[View the original profile](https://tal.club/meet/naveen-16)

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