Vivek Kamti

VK

Looking for a job

Vivek Kamti

@vivekkamti

Business Operations Specialist and SaaS sales professional driving revenue growth through KPI-driven workflow optimization.

What I'm looking for

I’m looking for a role where I can own business operations and SaaS sales execution—streamlining workflows, monitoring KPIs, and using CRM-driven strategies to accelerate pipelines, improve customer success, and drive measurable revenue growth.

I’m a results-driven Business Operations and SaaS Sales professional with 5+ years of experience across SaaS operations, financial advisory, and business process optimization. I streamline workflows, drive client acquisition, and deliver data-driven insights that support revenue growth and operational excellence.

In my most recent role as a Business Operations Specialist at Logixgrid Technologies, I managed end-to-end operations and vendor relationships, improving cross-departmental efficiency and reducing coordination delays. I implemented structured lead management processes, built KPI dashboards and executive presentations, and conducted SaaS product demonstrations to accelerate B2B sales pipelines.

Previously at Policybazaar.com (PB Fintech Ltd), I provided strategic financial advisory to 100+ clients, consistently meeting and exceeding monthly sales targets. I enhanced satisfaction and retention through personalized investment strategies, tax planning, and portfolio support—while staying known for strong stakeholder communication across sales, operations, and client-facing teams.

Experience

Work history, roles, and key accomplishments

LL

Business Operations Specialist

Logixgrid Technologies Pvt Ltd

Aug 2025 - Oct 2025 (2 months)

Managed end-to-end business operations and vendor relationships, streamlining communication to reduce coordination delays. Built KPI dashboards and delivered data-driven exec reports, and conducted B2B SaaS product demos to improve client engagement and conversion.

Business Operations Vendor Management Workflow Automation KPI Reporting Data Reporting Dashboarding Product Demos

PO

Senior Sales Associate

Policybazaar.com

Apr 2022 - Aug 2025 (3 years 4 months)

Provided strategic financial advisory to 100+ clients, customizing investment solutions and consistently meeting/exceeding monthly sales targets. Improved client retention and repeat referrals through personalized investment strategies, tax planning, and ongoing portfolio support.

Financial Advisory Investment Portfolio Management Client Acquisition Market Research SIPs (Systematic Investment Plans)Tax Planning Risk Assessment Stakeholder Management Customer Retention

IL

Administrative Executive

Integrated Personnel Services Limited

Sep 2015 - Jan 2017 (1 year 4 months)

Streamlined administrative workflows and document dispatch, reducing turnaround times while maintaining compliance with company procedures and audit standards. Managed vendor documentation accuracy and mandate verification, improving processing reliability and audit readiness.

Administrative Operations Compliance Management Vendor Management Audit Readiness Record keeping Corporate Regulations Research

Education

Degrees, certifications, and relevant coursework

VU

Vidyasagar University

Master of Business Administration (MBA), Marketing (Finance minor)

Completed an MBA with a major in Marketing and a minor in Finance from Vidyasagar University.

UM

University of Mumbai

Bachelor of Commerce (B.Com), Banking & Insurance

Completed a Bachelor of Commerce (B.Com) with a focus on Banking & Insurance from the University of Mumbai.

Tech stack

Software and tools used professionally

Gmail

HubSpot

Microsoft Excel

Enhance

Jan

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