Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Pooja Mathilakkath

Leander,TX

Summary

Dynamic, customer‑focused sales professional with over six years of experience driving revenue growth, building strong client relationships, and leading high‑performing teams. Proven ability to exceed targets through strategic selling, effective communication, and a deep commitment to understanding customer needs. Skilled in cross‑selling, pipeline management, and creating solutions that enhance customer satisfaction and business results. Known for a results‑driven mindset, strong work ethic, and the ability to thrive in fast‑paced, competitive environments.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Relationship Manager

IBC Bank
Austin, Texas
07.2025 - Current
  • Owned full sales cycle for diverse portfolio of business and consumer clients, consistently exceeding revenue and loan targets each quarter.
  • Acted as trusted advisor to business owners and finance teams, diagnosing operational pain points and recommending solutions.
  • Sold digital banking, treasury, and fintech solutions through consultative discovery, platform demonstrations, and ROI-driven proposals to business clients.
  • Identified expansion opportunities within accounts, resulting in upsell and cross-sell growth in treasury services and lending products.
  • Exceeded quarterly quota by 15%
  • Conducted outbound prospecting to secure new business clients through tailored product demonstrations and financial solutions.
  • Maintained robust pipeline with CRM tools, tracking performance metrics daily to improve conversion rates and support strategic decision-making.
  • Led and developed high-performing sales team, promoting consultative sales approach and accountability for KPIs.
  • Collaborated with cross-functional partners to streamline processes and advocate for customer needs effectively.
  • Collected and analyzed customer feedback, providing actionable insights to leadership for refining product offerings and improving customer experience.

Key Accounts Executive/Senior Sales Manager

MakeMyTrip Pvt Ltd
Bangalore, India
11.2014 - 06.2017
  • Led international sales initiatives, increasing customer engagement by 30% and generating $500K+ revenue.
  • Trained and managed 80–150 sales agents across regions, achieving consistent sales target exceedance.
  • Enhanced customer journey and retention through targeted marketing, CRM tracking, and team enablement initiatives.
  • Streamlined customer service workflows, boosting satisfaction (CSAT) by 40% and decreasing support tickets by 25%.

Assistant Manager - Auto Loans

HDFC Bank
Chennai And Bangalore, India
03.2011 - 09.2013
  • Achieved 30% annual business growth through effective sales strategy and direct channel expansion.
  • Increased customer base by 15% and market share by 25% through new channel partner onboarding.
  • Cross-sold banking products, enhancing overall client portfolio value.
  • Managed HNI clients, providing personalized service to retain top-tier accounts.
  • Led KYC and documentation compliance across multiple teams, managing after-sales and operational coordination.
  • Supervised 40+ team members and coordinated a 12-member quality assurance team to maintain service standards.

Education

MBA - Marketing Management And Research

VIT Business School
Vellore
01-2011

Bachelors of Commerce - Computer Science

Sacred Heart College
Kochi
01-2009

Skills

  • Loan origination
  • Retail & Consumer Banking
  • Financial Services Expertise
  • Risk Assessment
  • Data-driven decision making
  • Sales Strategy & Revenue Growth
  • Product demonstrations
  • Team Leadership & Training
  • Customer Success Mindset

Certification

  • SQL for Data Science (Completed in August 2023)
  • Google Data Analytics Professional Certificate (Completed in September 2023)
  • Adobe Marketing Specialist Certification (Completed in June 2025)

Timeline

Relationship Manager

IBC Bank
07.2025 - Current

Key Accounts Executive/Senior Sales Manager

MakeMyTrip Pvt Ltd
11.2014 - 06.2017

Assistant Manager - Auto Loans

HDFC Bank
03.2011 - 09.2013

MBA - Marketing Management And Research

VIT Business School

Bachelors of Commerce - Computer Science

Sacred Heart College
Pooja Mathilakkath