Pratham Kashyap

• Experience using Salesforce and Power BI for reporting and account management.
• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Consistently exceeded monthly sales quotas by 20% while maintaining strong adherence to ethical standards and compliance requirements.
• Exceeded revenue objectives of $750k new capital per quarter.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.

• Delivered comprehensive product training sessions for new customers, ensuring successful onboarding experiences.
• Worked closely with the engineering team in prioritizing bug fixes based on user impact, ultimately improving overall system stability and performance.
• Provided mentorship to junior team members, sharing best practices and promoting professional development opportunities within the department.
• Improved CRM usage among team members for accurate tracking of leads, follow-ups, and deal progressions.
• Delivered both remote webinars and on-site presentations to demonstrate software solutions to prospective customers.
• Connected with an average of 25 new prospects per week consistently, resulting in 15% growth in revenue.

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• Handled 30+ incoming calls daily and increased customer satisfaction by providing personalized account management and addressing clients needs promptly.
• Collaborated with cross-functional teams to devise strategic plans for maximizing sales opportunities within assigned territory.
• Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
• Cultivated long-lasting partnerships with clients by consistently exceeding expectations and delivering exceptional service.