Open to opportunities

Vartika Pandey

@vartikapandey

Message

Enterprise sales leader in fintech driving revenue through strategic relationships.

India

Message

What I'm looking for

I seek a customer-focused sales role in fintech or financial services where I can lead teams, drive revenue, and build strategic client relationships while leveraging CRM and data insights.

I am a dynamic, goal-oriented enterprise sales professional with extensive experience in fintech and payments, known for identifying opportunities, building strategic relationships, and delivering customized solutions that drive revenue growth. I have a strong record of meeting and exceeding sales and cross-sell targets through consultative selling and excellent customer retention.

My strengths include leadership and team management, advanced use of CRM and MIS tools (Salesforce, Advanced Excel), and data visualization with Power BI and Tableau. I bring a customer-centric approach, strong communication and negotiation skills, and a commitment to compliance and process excellence that helps teams scale and achieve business objectives.

Experience

Work history, roles, and key accomplishments

Current

Deputy Manager

Current

Kotak Mahindra Bank

Sep 2025 - Present (3 months)

Manage a portfolio of high-value customers via virtual relationship management, driving sales of CASA, deposits, insurance and investment products while ensuring KYC/AML compliance and achieving consistent monthly sales and cross-sell targets.

Relationship Management Cross Selling KYC Salesforce MIS Sales Reporting

Sales Support Associate

FISERV - ICICI Merchant Services

Oct 2022 - Sep 2025 (2 years 11 months)

Supported enterprise sales operations and onboarding for merchant clients, coordinated cross-functional teams, maintained high-value accounts, and produced sales performance reports to improve retention and operational efficiency.

Onboarding Account Management Salesforce Advanced Excel MIS Client Communication Sales Operations

Sales Executive - RM

HDFC Securities

Oct 2021 - Oct 2022 (1 year)

Acquired and retained clients by offering tailored financial solutions, consistently met sales targets through upselling and cross-selling, and managed CRM records to ensure smooth client onboarding and post-sale support.

Client Acquisition Relationship Management Upselling Cross Selling CRM Product Presentations Sales Target Achievement Customer Service

Sales Intern

Premiere Realty

Nov 2020 - Dec 2020 (1 month)

Conducted market research and supported targeted marketing campaigns to identify business opportunities and assist client acquisition, while managing customer inquiries to improve satisfaction.

Market Research Lead Generation Customer Service Sales Analysis Cross Functional Collaboration

Marketing Intern

Digi Streaks

Oct 2020 - Nov 2020 (1 month)

Assisted in social media content development, campaign performance analysis and customer surveys to inform marketing strategies and increase brand awareness.

Social Media Content Creation Campaign Analysis Market Research Survey

Education

Degrees, certifications, and relevant coursework

Narsee Monjee Institute of Management Studies

Master of Business Administration, Finance

2022 - 2024

Activities and societies: Recognized with over 100 certificates at national and international levels; Best Aspirant Of The Batch 2025-2027

Completed a Master of Business Administration (Finance) program with strong academic and extracurricular performance recognized by multiple certificates.