Motivated sales professional with expertise in lead generation, cold calling, and consultative B2B/B2C sales. Skilled in prospecting, pipeline management, and Salesforce CRM to drive client engagement. Salesforce Certified (Administrator, AI Associate, Associate).
• Drove financial sales by successfully selling insurance, mutual funds, opening bank account
• Oversaw daily branch operations, ensuring smooth functioning across customer service, cash management, and loan processing activities.
• Reviewed client documents (KYC, income proof, financial statements) to ensure compliance with regulatory requirements.
https://www.linkedin.com/in/moon-moon-mohanty-83b5a3128/