Moonmoon Mohanty
Rockford
Summary
Goal-oriented sales professional with expertise in lead generation and B2B/B2C sales. Strong communication skills and a track record of achieving targets. Eligible to work in the United States.
Overview
15
15
years of professional experience
1
1
Certification
Work History
BDR 2
Efinancial LLC
Rockford, Illinois, United States
03.2026 - Current
- Conducted outbound calls to warm leads, converting prospects into policyholders through tailored conversations.
- Overcame objections and built trust, resulting in increased conversion rates.
- Meeting daily KPIs and consistently achieving monthly sales targets.
- Selling life insurance products to qualified prospects through consultative, needs-based discussions.
- Maintained accurate CRM records while ensuring compliance with industry regulations to support operational integrity.
BDR
Efinancial LLC
Rockford, Illinois, United States
10.2025 - 02.2026
- Exceeded daily goals for outbound calls, qualified transfers, and scheduled appointments, contributing to team targets.
- Ranked among top performers for transfer rate, productivity, and overall metrics, highlighting commitment to excellence.
- Consistently met daily KPIs and call quality standards, ensuring high role performance.
Salesforce Consultant Trainee
DCI GmbH
Hamburg
08.2024 - 06.2025
- Executed sales process automation and lead management tasks, streamlining workflows
- Contributed to Sales and Service Cloud projects, enhancing client solutions
- Applied CRM tools to real-world business scenarios, supporting operational effectiveness
Team Leader
Fortrade Ltd
Belgrade
02.2020 - 12.2023
- Led team of 30+ managers, focusing on training, development, and administrative operations to ensure effective team performance.
- Coached account managers, providing strategic guidance that drove achievement of performance targets.
- Prospected and qualified high-volume leads, facilitating transition into sales team leadership role.
Account Manager for International Clients
Fortrade Ltd
07.2019 - 01.2020
- Prospected and qualified high-volume leads via cold calling, outreach campaigns, CRM tools to generate new business opportunities.
- Closed 300+ client accounts by selling cloud-based trading solutions, driving revenue growth.
- Managed client relationships and ensured satisfaction through regular communication.
- Developed tailored solutions to meet client financial trading needs effectively.
- Collaborated with cross-functional teams to enhance service delivery processes.
Corporate Relation Manager
Kalinga School of Management
Bhubaneswar
08.2016 - 06.2019
- Established partnerships by connecting with HR leaders and C-suite executives, enhancing collaboration opportunities.
- Increased placement conversions by implementing targeted campaigns, engaging in B2B outreach, and conducting proactive follow-ups.
- Boosted candidate placement rates through executing strategic campaigns, facilitating B2B visits, and performing cold calls.
Assistant Manager
HDFC Bank
Bhubaneswar
01.2015 - 07.2016
- Achieved top performer status in branch sales of credit and insurance products.
- Conducted financial needs analysis to identify cross-selling opportunities for loans and insurance, contributing to increased branch revenue.
- Processed and approved loans, ensuring compliance and timely disbursal to enhance customer satisfaction.
Acquisition Manager
Indusind Bank
Kolkata
01.2014 - 12.2014
- Developed acquisition strategies to enhance customer onboarding processes.
- Collaborated with cross-functional teams to streamline service delivery initiatives.
Assistant Professor
Rahul Institute of Engineering and Technology
Bhubaneswar
08.2011 - 11.2013
- Taught undergraduate courses and conducted workshops to enhance learning.
Education
Masters in Business Administration - Marketing And HR
Utkal University
Bhubaneswar, India, India04-2019
Bachelor of Engineering - Electrical, Electronics And Communications Engineering
Ajay Binay Institute of Engineering
Cuttack, India, India03-2011
Skills
- Lead generation
- Consultative selling
- Pipeline management
- CRM software
- Sales forecasting
- Market analysis
- Client engagement
- Relationship management
- Team leadership
- Decision-making
- Problem solving
- Effective communication
- Time management
- Relationship building
Certification
Salesforce Admin, AI certified
Life and Health Insurance Certified
Life and Health Insurance Certified
Languages
- English
- Hindi Native
- Oriya Native
- German A2
Linkedin Profile
https://www.linkedin.com/in/moon-moon-mohanty-83b5a3128/
Timeline
BDR 2
Efinancial LLC
03.2026 - Current
BDR
Efinancial LLC
10.2025 - 02.2026
Salesforce Consultant Trainee
DCI GmbH
08.2024 - 06.2025
Team Leader
Fortrade Ltd
02.2020 - 12.2023
Account Manager for International Clients
Fortrade Ltd
07.2019 - 01.2020
Corporate Relation Manager
Kalinga School of Management
08.2016 - 06.2019
Assistant Manager
HDFC Bank
01.2015 - 07.2016
Acquisition Manager
Indusind Bank
01.2014 - 12.2014
Assistant Professor
Rahul Institute of Engineering and Technology
08.2011 - 11.2013
Masters in Business Administration - Marketing And HR
Utkal University
Bachelor of Engineering - Electrical, Electronics And Communications Engineering
Ajay Binay Institute of Engineering