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I am a detail-oriented sales executive with experience supporting credit card, personal loan, and insurance sales operations. I specialize in managing customer leads, screening applications, verifying KYC documentation, assessing eligibility, and coordinating with underwriting, operations, and customer service teams. I am skilled in CRM systems, sales reporting, customer follow-up, documentation management, and Microsoft Office tools. I enjoy supporting sales teams, maintaining accurate records, resolving customer inquiries, and contributing to efficient end-to-end sales processes.…I am a detail-oriented sales executive with experience supporting credit card, personal loan, and insurance sales operations. I specialize in managing customer leads, screening applications, verifying KYC documentation, assessing eligibility, and coordinating with underwriting, operations, and customer service teams. I am skilled in CRM systems, sales reporting, customer follow-up, documentation management, and Microsoft Office tools. I enjoy supporting sales teams, maintaining accurate records, resolving customer inquiries, and contributing to efficient end-to-end sales processes.

Arya Ramesh S

Marketer, Project Manager, Product Marketer

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I am a detail-oriented sales executive with experience supporting credit card, personal loan, and insurance sales operations. I specialize in managing customer leads, screening applications, verifying KYC documentation, assessing eligibility, and coordinating with underwriting, operations, and customer service teams. I am skilled in CRM systems, sales reporting, customer follow-up, documentation management, and Microsoft Office tools. I enjoy supporting sales teams, maintaining accurate records, resolving customer inquiries, and contributing to efficient end-to-end sales processes.…I am a detail-oriented sales executive with experience supporting credit card, personal loan, and insurance sales operations. I specialize in managing customer leads, screening applications, verifying KYC documentation, assessing eligibility, and coordinating with underwriting, operations, and customer service teams. I am skilled in CRM systems, sales reporting, customer follow-up, documentation management, and Microsoft Office tools. I enjoy supporting sales teams, maintaining accurate records, resolving customer inquiries, and contributing to efficient end-to-end sales processes.

Available to hire

I am a detail-oriented sales executive with experience supporting credit card, personal loan, and insurance sales operations. I specialize in managing customer leads, screening applications, verifying KYC documentation, assessing eligibility, and coordinating with underwriting, operations, and customer service teams.

I am skilled in CRM systems, sales reporting, customer follow-up, documentation management, and Microsoft Office tools. I enjoy supporting sales teams, maintaining accurate records, resolving customer inquiries, and contributing to efficient end-to-end sales processes.

Skills

Experience Level

Expert

Expert

Expert

Intermediate

Language

English

Advanced

Hindi

Beginner

Malayalam

Fluent

Tamil

Intermediate

Work Experience

Sales Executive (Back Office Sales Representative) at HDB Financial Services

August 1, 2025 - Present

Supported sales of credit cards, personal loans, and insurance products by managing customer leads, explaining product features and eligibility requirements, screening application files, and verifying KYC documentation. Coordinated with underwriting, operations, and customer service teams throughout the loan process from documentation to approval and disbursement. Prepared quotations, application forms, and sales documentation, performed credit checks and eligibility assessments, followed up on pending applications, and assisted with target tracking. Responded to customer inquiries by phone and email and prepared daily and monthly reports covering approvals, pending applications, and target achievement.