Sadika Bhatti
Sales & Marketing Expert
Mumbai
Summary
Dynamic sales and marketing professional with over three years of experience in business development, channel management, and financial planning, including expertise in secured and unsecured loans as well as education loans. Proven track record of driving customer engagement and achieving sales success through exceptional communication skills and a customer-focused approach. Highly adaptable with a strong ability to thrive in fast-paced environments while fostering positive client relationships. Eager to leverage extensive sales experience to contribute to and grow within a new professional setting, applying skills in investment planning and real estate expertise to achieve organizational goals.
Overview
4
4
years of professional experience
Work History
Sales and Marketing Expert
Voitekk Softsol Pvt.Ltd
07.2024 - 07.2025
- Engaged with customers to understand their financial challenges, goals, and requirements.
- Provided guidance on effective financial management strategies and solutions.
- Directed customers to financial planning experts for detailed advisory and long-term planning.
- Delivered end-to-end query resolution, ensuring client satisfaction and trust.
- Maintained accurate records of client interactions and follow-ups for smooth case closure.
- Connected with potential customers through calls, emails, and outreach programs.
- Understood customer requirements for residential and commercial properties.
- Scheduled and coordinated site/property visits to generate genuine walk-ins.
- Operated as the first point of contact to nurture leads and convert them into sales opportunities.
- Maintained a strong pipeline of prospects through effective lead management and follow-up.
Relationship Manager
HDFC Credila Financial Services Ltd.
05.2022 - 06.2024
- Driving and motivating the Consultant, Partner Key Partner along with their staff, for lead generation for the company.
- Co-ordination between internal/external customers for a Smooth education loan application Process from Sourcing to Sanction and Sanction to disbarment & ensuring that cross-functional should maintain the TAT for better customer experience from login to disbursement.
- Building relationships with the business partners USA and Abroad Consultant and DSA, ensuring that the targets are met effectively monthly, quarterly & yearly.
- Maintaining partner-wise MIS for weekly/ monthly review.
- Ensuring that customers are well informed about the product features & Processes sold by Me.
- Checking applications for completeness and accuracy for a Smooth Process.
- Resolving Queries related to Login, sanction and non-Disbarment Cases & Disburse cases.
- Acquired good clients for the Company and ensured high standards of service to all clients.
- Constantly staying in touch, and maintaining a cordial relationship with the clients, thus leading to getting more referrals from existing customers.
- Ensuring Cross Sell benefits inform to all new & existing customers.
SBI Cards
02.2021 - 04.2022
- Approach Customers on Call for SBI Card.
- Tapping the right database and ensure authentic documentation.
- Key focus on acquiring new Client & maintain Relationship with existing client.
- Ensuring that customers are well informed of the product features sold.
Education
M Com -
University of Mumbai
01.2021
BBI - undefined
University of Mumbai
01.2020
12th - undefined
Maharashtra Board
01.2016
10th - undefined
Maharashtra Board
01.2014
Skills
- Sales & Marketing
- Business Development
- Channel Management
- Loan Management
- Education Loan Expertise
- Cross Selling
- Up-selling strategies
- Complaint Management
- Pres-Sales & Lead Nurturing
- Effective Communication & Negotiation
- Client Engagement & Requirement Analysis
- Financial Problem-Soving & Guidance
Personal Information
- Notice Period: 1 Month (Negotiable)
- Date of Birth: 09/14/98
- Marital Status: Unmarried
Timeline
Sales and Marketing Expert
Voitekk Softsol Pvt.Ltd
07.2024 - 07.2025
Relationship Manager
HDFC Credila Financial Services Ltd.
05.2022 - 06.2024
SBI Cards
02.2021 - 04.2022
BBI - undefined
University of Mumbai
12th - undefined
Maharashtra Board
10th - undefined
Maharashtra Board
M Com -
University of Mumbai
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