
Shreya Raoo
@shreyaraoo
B2B sales professional with finance experience, generating qualified leads and closing five protection policies at Wealthmax Financial Advisers Ltd.
What I'm looking for
At Wealthmax Financial Advisers Ltd, I handled protection cases from new business through renewals and alterations, working with providers to compare cover and negotiate outcomes. I personally closed five policies and generated referral leads through phone and email outreach.
At Credent Global Finance, I sourced and progressed opportunities with property developers and real estate businesses. I used CRM tracking and campaign data to qualify leads, and created client-facing pitch materials that supported deals worth £1000,000.
At Reiss, I analysed customer buying patterns and used those insights to inform product combinations and floor presentation, contributing to a £200K+ uplift in store profit compared with the prior financial year. I’m looking to build a long-term career in B2B SaaS sales.
Experience
Work history, roles, and key accomplishments
Associate
Analysed customer buying patterns and engaged directly with customers to inform product combinations and floor presentation, contributing to a £200K+ uplift in store profit.
Trainee Protection Adviser
Wealthmax Financial Advisers Ltd
May 2026 - Jul 2026 (2 months)
Managed end-to-end case handling for new business, renewals, and alterations, liaising with providers to compare cover and negotiate outcomes, personally closing 5 policies. Generated referral-based leads and maintained audit-ready records to FCA standard.
Founders Team
Aharik
Oct 2025 - Apr 2026 (6 months)
Helped build a growing startup from an early stage, negotiating with suppliers and stockists, managing cross-border shipping and duties compliance, and making decisions in a fast-moving, ambiguous environment.
Retail Operations & Reporting
Oysho
Sep 2024 - Apr 2026 (1 year 7 months)
Handled 100+ client conversations daily in a high-volume environment while compiling daily sales and stock reporting for management.
Business Development Associate
Credent Global Finance
Dec 2023 - Aug 2024 (8 months)
Sourced and progressed new client opportunities across property developers and real estate businesses, using CRM to track prospects and deal stages, and built client-facing pitch materials that supported deals worth £1,000,000.
Audit Assistant
Prasanna Shenoy and Co
May 2019 - Sep 2019 (4 months)
Reviewed client accounts against IFRS standards, reducing reporting errors by 10 percent and identifying £4,000 in annual cost inefficiencies.
Education
Degrees, certifications, and relevant coursework
Coventry University, London Campus
MSc, Global Finance
2023 - 2025
MSc in Global Finance from Coventry University, London Campus, completed between May 2023 and January 2025.
St Aloysius College
Bachelor, Commerce
2018 - 2021
Bachelor of Commerce from St Aloysius College, India, completed between May 2018 and August 2021.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
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