Open to opportunities

Shivangi Goswami

@shivangigoswami

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Sales professional delivering customer solutions and consistent revenue growth.

India

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What I'm looking for

I’m looking for a role where I can use my consultative sales approach and relationship-building to drive targets—while working in a structured process environment that values accuracy, customer outcomes, and continuous product/market learning.

I’m a sales professional with a proven track record in retail environments, focused on customer interaction, consultative guidance, and achieving monthly sales and revenue targets. In my current role as a Sales Associate at Policybazaar, I help customers choose suitable health insurance policies based on financial needs, family size, and medical requirements.

Previously, I worked as a Business Development Executive at Ambit Finvest Pvt Ltd, where I generated leads, explained loan products and eligibility, and coordinated with internal teams to drive approvals and disbursements. Earlier, as an Operations Assistant at Convergys, I handled credit operations work—accurately processing invoices, resolving billing discrepancies, and maintaining compliant records—so I’m comfortable balancing growth with accuracy.

Experience

Work history, roles, and key accomplishments

Current

Sales Associate

Current

Policybazaar

Jul 2024 - Present (1 year 11 months)

Assisted customers in selecting suitable health insurance policies by assessing financial needs, family size, and medical requirements while handling inbound and outbound sales calls. Achieved monthly sales targets, maintained accurate CRM records, and provided post-sales support including renewals and claim-related guidance.

Sales Calls Client Relationship Management CRM Systems Premium & Coverage Explanation Post sales Support

Business Development Executive

Ambit Finvest Pvt Ltd

Jul 2023 - Jun 2024 (11 months)

Identified and approached potential customers for business loans by explaining product features, interest rates, repayment structures, and eligibility criteria. Managed document collection and verification, coordinated with internal teams for approvals and disbursement, and met monthly sales and loan disbursement targets.

Business Loan Sales Lead Generation Client Relationship Management Document Verification Credit Assessment Support Field Networking Sales Targets

Operations Assistant

Convergys

May 2021 - Jun 2023 (2 years 1 month)

Generated and processed customer invoices with accuracy by verifying billing data, pricing details, and account information before creation. Resolved billing discrepancies with internal teams, maintained invoice records, and ensured timely processing in line with compliance guidelines.

Invoice Processing Credit Operations Account Reconciliation Documentation Management & Compliance Attention To Detail