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Shreya RaooSR
Open to opportunities

Shreya Raoo

@shreyaraoo

B2B sales professional with finance experience, generating qualified leads and closing five protection policies at Wealthmax Financial Advisers Ltd.

United Kingdom
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What I'm looking for

I’m looking to build a long-term career in B2B SaaS sales.

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

AH

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.

CF

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.

PC

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 logoCC

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.

SC

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

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