Armaan Bhasin
Torrevieja
Summary
Client relationship and commercial professional with experience across account management, financial services, customer onboarding, sales and transaction support. Experienced in managing high-volume customer relationships, guiding clients through complex processes, resolving time-sensitive issues and identifying opportunities to grow commercial relationships.
Proven track record of delivering in target-driven environments, including contributing over £1M in gross revenue and being recognised as a Top Performer for three consecutive quarters. Combines strong customer communication and problem-solving skills with experience in trade finance, client origination and financial transactions, providing a strong understanding of both the commercial and operational sides of financial services.
Overview
2
2
Languages
7
7
years of professional experience
Work History
Business Analyst
AfII Capital
New Delhi
12.2025 - 08.2026
- Secured over US$25 million in trade finance mandates while facilitating lender outreach for financing term sheets.
- Engaged directly with business owners to assess financing requirements and identify suitable opportunities.
- Conducted regular outbound prospecting to generate business and funding opportunities with prospective clients.
- Managed ongoing communications and follow-ups with clients and lenders during transaction negotiations.
- Researched companies, lenders, and investors to develop targeted outreach pipelines.
Claim's Analyst – Resolution Department
Direct Line Group
Liverpool
10.2024 - 11.2025
- Resolved complex customer queries that other departments could not handle, liaising with solicitors, third-party insurers, and internal teams.
- Identified recurring pain points in customer journeys and proposed process improvements for enhanced customer outcomes.
- Specialized in the Motability division, assisting clients with tailored support to improve their understanding of insurance processes.
Sales Analyst
The Contact Company (EE & BT)
Liverpool
01.2024 - 10.2024
- Recognized as a top performer for three consecutive quarters, contributing over £1 million in gross revenue.
- Proactively engaged customers through high-volume inbound and outbound sales calls to identify needs.
- Conducted customer discovery to comprehend requirements and recommend suitable EE and BT solutions.
- Utilized outbound calling and follow-ups to uncover opportunities for product upgrades and additional services.
Business Consultant
MyGate
New Delhi
01.2022 - 08.2022
- Conducted high-volume B2B outbound prospecting with 80–100 daily calls, identifying key decision-makers to enhance lead generation.
- Researched prospective companies and territories, developing targeted lead pipelines to optimize sales opportunities.
- Initiated conversations with new B2B prospects to uncover business needs and recommend technology solutions.
Intern Broker
Geojit Financial Services
New Delhi
04.2019 - 07.2019
- Engaged with potential clients to explain brokerage services and expand the firm's client base.
- Conducted market analyses to identify trends and provide clients with up-to-date investment advice.
- Developed a deep understanding of financial products, including equities, bonds, commodities, and derivatives.
Education
Master of International Business -
University of Liverpool
Liverpool12-2023
Bachelor of Business Administration (Finance) - Finance
Narsee Monjee Institute of Management Studies
Bengaluru07-2021
Skills
Personal Information
- Work Permit: Full right to work in Spain
- Visa Status: No visa sponsorship required
Key Achievements
- Supported the origination of a US$25M+ trade finance mandate, contributing to lender engagement and securing financing term sheets.
- Contributed to multiple fundraising mandates across structured finance, trade finance and project finance.
- Provided specialist support to vulnerable and disabled customers within Direct Line's Motability division, managing complex cases with tailored communication and coordinating appropriate resolutions across internal and external stakeholders.
- Recognised as a Top Performer for three consecutive quarters, generating over ?1M in gross revenue at The Contact Company.
- Generated approximately ?15K in average daily sales revenue across EE & BT campaigns.
- Reduced lead conversion time by 15% and increased profitability by 20% through targeted business development initiatives at MyGate.
Languages
English
Native
Native
Spanish
Intermediate (B1)
B1
Timeline
Business Analyst
AfII Capital
12.2025 - 08.2026
Claim's Analyst – Resolution Department
Direct Line Group
10.2024 - 11.2025
Sales Analyst
The Contact Company (EE & BT)
01.2024 - 10.2024
Business Consultant
MyGate
01.2022 - 08.2022
Intern Broker
Geojit Financial Services
04.2019 - 07.2019
Master of International Business -
University of Liverpool
Bachelor of Business Administration (Finance) - Finance
Narsee Monjee Institute of Management Studies