Neha Lohar

About Neha Lohar

I’m someone who enjoys turning conversations into long-term business relationships and that’s what led me to build my career at the intersection of finance, marketing, and sales.I’m an MBA graduate specializing in Finance and Marketing, with hands-on experience in relationship management, banking sales, and client portfolio handling at HDFC Bank. My professional journey has given me strong exposure to B2B-style consultative selling, understanding client needs, positioning the right financial solutions, and driving value through trust-based relationships.At HDFC Bank, I managed retail and HNI client portfolios, drove cross-selling of deposits, insurance, and investment products, and handled end-to-end loan processes from lead generation to disbursement. I worked extensively with CRM tools like CRM Next and Flexcube to track pipelines, improve conversion rates, and ensure timely follow-ups. My approach has always been data-driven, customer-focused, and aligned with revenue goals.Earlier, during my internship at Taj Hotels, I developed a strong commercial mindset by analyzing financial performance, identifying cost and revenue gaps, and collaborating with cross-functional teams experience that sharpened my ability to understand business operations beyond just numbers.I combine effective communication, strategic negotiation, and analytical problem-solving with the consistency required in target-driven settings. Leveraging financial and marketing acumen, CRM tools, and client-focused execution, I aim to support sustainable growth and high-impact business outcomes. Open to meaningful conversations, professional connections, and knowledge sharing opportunities, let’s connect.

Experience

1. Sales Development Representative

   Graphy Inc.

   Jan 2026 — Present · Bengaluru, IN

   Currently driving lead generation and qualification through inbound and outbound outreach across LinkedIn, email, and calls. Supporting pipeline growth by booking demos and collaborating with sales and marketing teams to improve conversions.

Education

• Mohanlal Sukhadia University

  Bachelor of Commerce - BCom, Commerce

• Central Academy

  Business/Commerce, General

• ICFAI Business School

  Master of Business Administration - MBA, Finance

• Central Academy

  X Matriculation

  2016 — 2017