Handled Salesforce operations and end-to-end sales-order processing for U.S. client Jornik, coordinating communications via Outlook and ensuring client-specific design and product requirements were delivered ahead of deadlines.
Managed daily sales orders, delivering all files before end-of-day to ensure designs progressed efficiently to manufacturing.
Telesales Executive
ICICI Prudential Life Insurance
05.2019 - 12.2021
Engaged with potential leads from the ICICI Prudential Life Insurance CRM, assessing their eligibility and initiating communication through inbound and outbound calls.
Maintained timely follow-ups to nurture prospects and converted qualified leads into sales.
Supported clients through the insurance process and provided ongoing assistance to ensure smooth policy management.
Junior Accountant
Shyamsundar Agarwal Corporate Consultant
05.2017 - 05.2019
Worked on-site at client offices, managing day-to-day trade entries including sales, purchases, and long/intraday trades using Tally ERP 9, while leveraging SAP Audit Management ERP for integrated auditing and process efficiency.
Engaged with clients for banking audits at branch sites, performing concurrent, internal, revenue, and forensic audits to ensure compliance, verify income accuracy, and detect potential fraud or misappropriation.
Sales Executive
Ratnakar Bank Ltd.
07.2016 - 05.2017
Employed CRM software to trace leads and administer accounts throughout sales cycle.
Education
Master's - International Business Administration & Management
MIU City University Miami
Miami, US
09.2025
Bachelor's - Accounting and Finance
Thakur College of Science And Commerce
India
04.2019
Skills
Technical Skills:
Productivity Tools: Microsoft Excel, Word, Office, Outlook
CRM & Platforms: Salesforce, CRM Tools
Accounting Software: Tally ERP 9
Personal Information
Timeline
Back Office Executive
Powerweave Software services Pvt. Ltd.
02.2022 - 01.2023
Telesales Executive
ICICI Prudential Life Insurance
05.2019 - 12.2021
Junior Accountant
Shyamsundar Agarwal Corporate Consultant
05.2017 - 05.2019
Sales Executive
Ratnakar Bank Ltd.
07.2016 - 05.2017
Bachelor's - Accounting and Finance
Thakur College of Science And Commerce
Master's - International Business Administration & Management