SP

Open to opportunities

Sonu Pandey

@sonupandey

Customer Service & Sales professional focused on retention and revenue growth.

What I'm looking for

I’m looking for a customer-facing role where I can balance client satisfaction with business targets—driving retention and sales growth, resolving customer needs quickly, and using market insight and compliance awareness to deliver measurable results.

I’m a dedicated customer-facing professional with 6 years of overall experience, combining customer service problem-solving with sales-driven relationship building. I’ve built a strong track record through roles as a Customer Service Executive and Sales Executive across insurance and loan/finance advisory.

In my customer service experience, I managed and nurtured client relationships for diverse segments to support high retention and satisfaction. I resolved complex customer inquiries, helped minimize service turnaround time (TAT), and focused on delivering against KPIs through targeted sales initiatives and improved customer experience.

In sales and advisory roles, I drove business development by selling financial products and services and consistently meeting or exceeding monthly and quarterly targets. I identified potential clients, recommended customized solutions, maintained post-sales relationships for repeat business or referrals, and supported market research while following company guidelines and financial compliance protocols.

Experience

Work history, roles, and key accomplishments

CL

Insurance Advisor

Concentrix Daksh Private Limited

Apr 2018 - Aug 2021 (3 years 4 months)

Managed and nurtured client relationships to support retention and satisfaction while resolving complex customer inquiries. Contributed to KPI delivery by meeting performance targets, reducing service turnaround time, and coordinating with internal teams to escalate and resolve critical issues.

Client Relationship Management Client Retention Customer Service Problem Solving Client Inquiries Service Turnaround Time (TAT)KPIs Sales Initiatives Cross Functional Collaboration Customer Escalation

PL

Loan and Finance Advisor

Poonawalla Fincorp Private Limited

Drove sales of financial products and services by identifying potential clients, recommending customized solutions, and maintaining post-sales relationship for repeat business or referrals. Conducted market research and followed company guidelines and financial compliance protocols during client onboarding.

Business Development Financial Products Sales Client Acquisition Client Retention Relationship Management Lead Generation Market Research & Compliance Financial Compliance Client Onboarding

Education

Degrees, certifications, and relevant coursework

KC

K.S.G.M College

Bachelor of Arts, Arts

2013 - 2016

Grade: 62%

Completed a Bachelor of Arts (B.A.) from 2013 to 2016 with a 62% score.

KC

K.S.G.M Intermediate College

Intermediate (I.S.C.), Science (I.S.C.)

Grade: 50%

Completed Intermediate (I.S.C.) in 2013 with a 50% score.

JS

JKRR High School

Matriculation, Secondary Education

Grade: 58%

Completed Matriculation in 2010 with a 58% score.

Tech stack

Software and tools used professionally

Gmail

Objective

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