Shubham Purbia
Kankroli
Summary
Results-oriented Sales and Finance Executive with a proven track record in client account management and tailored financing solutions. Achieved a 30% increase in annual sales revenue through targeted referral programs and enhanced client engagement. Acquired new clients at a rate of 25%. Expertise lies in streamlining processes and improving customer satisfaction, offering significant value through compliance adherence and team training initiatives to boost organizational performance. A systematic Financial Executive experienced in finance management, with training in financial project management, customer service, and investment advising. Collaborates closely with clients to optimize specialty financial plans and drive profitable outcomes. A dynamic individual with hands-on experience in sales and a talent for navigating challenges. Known for strong problem-solving skills and a proactive approach to new tasks. Adaptability, creativity, and a results-oriented mindset are key strengths. Committed to making meaningful contributions and advancing organizational goals.
Overview
7
7
years of professional experience
1
1
Certificate
Work History
Sales and Finance Executive
Paradise Electronics World
03.2021 - Current
- Managed a diverse portfolio of client accounts, providing tailored financing solutions while maintaining compliance with industry regulations and company policies
- Developed strong relationships with clients to understand their financial needs and objectives
- Increased annual sales revenue by 30% by implementing targeted referral programs and strengthening client engagement strategies, resulting in a new client acquisition rate of 25% in one fiscal year
- Streamlined the loan application process, reducing approval times by 40% through the integration of a digital workflow system, significantly enhancing customer satisfaction ratings
- Played a key role in training new sales staff, contributing to a 50% reduction in onboarding time and improving team performance metrics within the first quarter of their employment
Intern
Ridhi Sidhi Infrastructures Pvt Ltd
06.2018 - 07.2018
- Company Overview: Construction of Club House and Multi Storey Residential Apartments
- Construction of Club House and Multi Storey Residential Apartments
Education
MBA FINANCE MANAGEMENT -
MEWAR UNIVERSITY
12-2021
CIVIL ENGINEERING -
PACIFIC COLLEGE OF ENGINEERING
03.2019
SCIENCE - MATHS
LAKSHMIPAT SINGHANIA SCHOOL
03-2015
SCIENCE - 10TH
LAKSHMIPAT SINGHANIA SCHOOL
03-2013
Skills
- Financial Regulation
- Compliance
- Sales Strategy Development
- Client Account Management
- Loan Application Processing
- Digital Workflow Management
- Financial software proficiency
- Internal controls
- Cash flow management
- Working capital management
- Performance monitoring
- Budget management
- P&L management
- Portfolio management
Certification
- Building Survey
- Reinforcement Quantity Surveyors & Pvt Ltd
- Mr Fresher
- Pacific College of Engineering
- Film Making
- Pacific University
- PPT Presentation
- IOE, Udaipur
Languages
English
Hindi
Timeline
Sales and Finance Executive
Paradise Electronics World
03.2021 - Current
Intern
Ridhi Sidhi Infrastructures Pvt Ltd
06.2018 - 07.2018
MBA FINANCE MANAGEMENT -
MEWAR UNIVERSITY
CIVIL ENGINEERING -
PACIFIC COLLEGE OF ENGINEERING
SCIENCE - MATHS
LAKSHMIPAT SINGHANIA SCHOOL
SCIENCE - 10TH
LAKSHMIPAT SINGHANIA SCHOOL
Personal Information
- Date of Birth: 09/03/97
- Nationality: Indian
Hobbies and Interests
- Exploring distant lands
- Tech enthusiast
- Capturing moments
- Feeling the music
- Every kind of sport
- Management work
Personal Information
- Date of Birth: 09/03/97
- Nationality: Indian
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