Aarav Soni
Noida
Summary
Dynamic Team Leader with a proven track record at Fincrif India Private Limited, excelling in conflict resolution and customer retention strategies. Expert in managing high-value loan portfolios, achieving exceptional client satisfaction. Proficient in Salesforce and team coordination, driving performance and fostering strong relationships to enhance overall productivity.
Overview
5
5
years of professional experience
Work History
Team Leader
Fincrif India Private Limited
Noida
01.2026 - Current
• Led 6-member team, driving daily productivity, tracking performance, and achieving targets.
• Managed end-to-end loan processing, coordinating login, documentation verification, and disbursement.
• Handled client and internal escalations, resolving issues quickly to maintain high customer satisfaction.
Subject Matter Expert
LOANSJAGAT.COM
Noida
01.2023 - 08.2024
- Managed high-value loan portfolios for premium clients, ensuring smooth processing and accurate documentation.
- Developed long-term relationships with elite clients, driving high satisfaction and retention rates.
- Assessed complex loan applications and verified documentation, coordinating with internal teams to meet stringent timelines.
Subject Matter Expert
RAAJ KHOSLA AND CO PRIVATE LIMITED
Delhi
09.2021 - 02.2023
- Guided clients on complex loan structures and tailored financial solutions to meet specific requirements.
- Educated clients on loan eligibility criteria, interest rates, and documentation requirements, improving first-time approval rates and reducing rework.
- Resolved customer inquiries, delivering prompt, accurate assistance to maintain high satisfaction levels.
Customer Relationship Officer
WISHFIN.COM
Noida
- Offered personalized advice to customers regarding products and services to meet their specific needs.
- Maintained strong customer relationships through regular follow-ups and effective communication.
- Trained and mentored new team members to improve product knowledge, process understanding, and sales skills.
Education
Bachelor of Commerce - Accounting, Finance, and Business Management
M. Vachaspati I.C.
Mathura09-2026
Skills
- Conflict Resolution
- Data Entry
- MS Office Proficiency
- Negotiation Skills
- Leadership
- Team Coordination
- Customer Retention Strategies
- Salesforce
- LeadSquared
- Zoho CRM
Detailed Skills Overview
- Conflict Resolution - Skilled in handling escalated client issues calmly and professionally, ensuring quick resolution and customer satisfaction.
- Data Entry & MS Office Proficiency - Accurate and efficient in data management with expert-level proficiency in Excel (VLOOKUP, Pivot Tables), Word, and PowerPoint.
- Negotiation Skills - Strong ability to negotiate loan terms and repayment options, ensuring win-win outcomes for clients and the organization.
- Leadership & Team Coordination - Proven track record of mentoring new team members and coordinating tasks to achieve collective targets under pressure.
- Customer Retention Strategies - Focused on building long-term client relationships through personalized service, follow-ups, and customer-first problem-solving.
Accomplishments
- Recognized as a top performer for independently processing over 400+ high-value loan applications with a documentation accuracy rate exceeding 98%, resulting in reduced rework and improved operational efficiency.
- Consistently surpassed monthly loan disbursal targets by 20-30% through client engagement and strategic follow-ups.
- Designed and implemented an Excel-based tracking system that reduced follow-up delays by 25%.
- Successfully trained and onboarded 6 new relationship officers, boosting team performance.
Languages
- English
- Hindi, Fluent
- English, Fluent
Technical Skills
- Salesforce, LeadSquared, Zoho CRM - Proficient in managing lead pipelines, client interactions, and tracking the full loan lifecycle.
- Certified proficiency in Excel (VLOOKUP, Pivot Tables), Word, and PowerPoint - Skilled in data handling, reporting, and presentation tasks essential for banking operations.
Additional Information
Successfully completed notice period and officially relieved from previous employer., Willing to relocate based on organizational requirements.
Timeline
Team Leader
Fincrif India Private Limited
01.2026 - Current
Subject Matter Expert
LOANSJAGAT.COM
01.2023 - 08.2024
Subject Matter Expert
RAAJ KHOSLA AND CO PRIVATE LIMITED
09.2021 - 02.2023
Customer Relationship Officer
WISHFIN.COM
Bachelor of Commerce - Accounting, Finance, and Business Management
M. Vachaspati I.C.