VISHESH YADAV profile photo 1 on Tal

VISHESH YADAV

Investment | Finance | Equity Research | Real estate | Sales | IB | Business Analyst

Mumbai

2+ years of work experience

Housiey
Jan 20265 mosPresent

Working on a focused business project supporting deal evaluation, client profiling, and transaction-related coordination. Conducting financial and requirement analysis for real estate transactions to assist senior advisory teams. Managing and analyzing CRM and lead pipeline data to track deal stages, conversion metrics, and client readiness. Supporting investment decision-making through structured data reporting and pipeline monitoring. Coordinating with internal stakeholders on documentation, due diligence support, and transaction workflows. Preparing summary reports and MIS for ongoing projects and management review.
Square Yards
Jan 20251 yrDec 2025

Mumbai, Maharashtra, India

Managing end-to-end client interactions for high-value property investments across Mumbai. Closed 6+ major deals across top projects: Kalpataru, JP Mira Road, DLF Andheri West, Chandak 34 Parkestate, and Prestige Mira Road. Achieved 10% appraisal in August for consistent performance and client management. Collaborated with senior advisors to structure property investment portfolios and drive high-value sales growth. Consistently exceeded monthly revenue and conversion targets through data-driven sales strategies.
ICICI Lombard
Sep 20245 mosJan 2025

Mumbai, Maharashtra, India

Interacted with over 100+ clients each day, both current and prospective, to promote ICICI Lombard's vehicle insurance, resulting in a 20% increase in client conversions. Exceptional customer service resulted in a 15% increase in customer satisfaction. Consistently exceeded monthly sales targets by 10-15%, which contributed to team performance. Maintaining 100% accuracy in documenting sales activity and customer contacts in CRM systems improves operational effectiveness.
Growthalley Marketing Solutions
Mar 20232 mosApr 2023

Mumbai, Maharashtra, India

Developed expertise in Chat GPT, Google Ads, SEMrush, Microsoft Word, Microsoft Excel, and PowerPoint through hands-on experience in this organization - Acquired a strong understanding of various computer platforms and their functionalities - Demonstrated proficiency in utilizing these tools to drive impactful outcomes and achieve organizational goals.

Education

Thakur College of Science & Commerce

Bsc, Chemistry

Thakur College of Science & Commerce

20213 yrs2024

HSC 12th Grade

Durgadevi Saraf Junior College Malad

20182 yrs2020

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Headline

Investment | Finance | Equity Research | Real estate | Sales | IB | Business Analyst

About

I am a Chemistry graduate from Thakur College of Science & Commerce with experience across real estate investment advisory, insurance, manufacturing operations, and digital services. I have developed strong capabilities in data analysis, reporting, process execution, and stakeholder coordination. Currently, I work at Square Yards as an Investment Manager, supporting real estate investment advisory through client engagement, data tracking, follow-ups, and coordination with internal teams to ensure smooth execution of investment processes. Previously, I worked with ICICI Lombard General Insurance as a Tele Sales Officer, where I supported sales operations, handled policy documentation, and worked within a regulated financial environment. Earlier, I gained operational experience at Durga Electro Plating Works and an SEO & Digital Services firm, where I supported data analysis, reporting, documentation, and digital platforms including Excel, PowerPoint, ChatGPT, Google Ads, and SEMrush. I am detail-oriented, adaptable, and interested in roles involving operations, analytics, product support, and investment operations.

Location

Mumbai

Work experience

Sales Executive at Housiey, Jan 2026 - Present · 5 mos, Working on a focused business project supporting deal evaluation, client profiling, and transaction-related coordination. Conducting financial and requirement analysis for real estate transactions to assist senior advisory teams. Managing and analyzing CRM and lead pipeline data to track deal stages, conversion metrics, and client readiness. Supporting investment decision-making through structured data reporting and pipeline monitoring. Coordinating with internal stakeholders on documentation, due diligence support, and transaction workflows. Preparing summary reports and MIS for ongoing projects and management review.

Senior Investment Manager at Square Yards, Jan 2025 - Dec 2025 · 1 yr, Mumbai, Maharashtra, India, Managing end-to-end client interactions for high-value property investments across Mumbai. Closed 6+ major deals across top projects: Kalpataru, JP Mira Road, DLF Andheri West, Chandak 34 Parkestate, and Prestige Mira Road. Achieved 10% appraisal in August for consistent performance and client management. Collaborated with senior advisors to structure property investment portfolios and drive high-value sales growth. Consistently exceeded monthly revenue and conversion targets through data-driven sales strategies.

Telesales Agent at ICICI Lombard, Sep 2024 - Jan 2025 · 5 mos, Mumbai, Maharashtra, India, Interacted with over 100+ clients each day, both current and prospective, to promote ICICI Lombard's vehicle insurance, resulting in a 20% increase in client conversions. Exceptional customer service resulted in a 15% increase in customer satisfaction. Consistently exceeded monthly sales targets by 10-15%, which contributed to team performance. Maintaining 100% accuracy in documenting sales activity and customer contacts in CRM systems improves operational effectiveness.

Assistant at Growthalley Marketing Solutions, Mar 2023 - Apr 2023 · 2 mos, Mumbai, Maharashtra, India, Developed expertise in Chat GPT, Google Ads, SEMrush, Microsoft Word, Microsoft Excel, and PowerPoint through hands-on experience in this organization - Acquired a strong understanding of various computer platforms and their functionalities - Demonstrated proficiency in utilizing these tools to drive impactful outcomes and achieve organizational goals.

Education

Bsc, Chemistry, Thakur College of Science & Commerce

HSC 12th Grade, Durgadevi Saraf Junior College Malad