AKASH SANGWAN
GOHANA
Summary
Adaptable professional with experience in loan processing, screening inquiries, and supporting marketing campaigns in financial services. Known for strong communication, customer relationship management, and cross-selling. Ready to support business growth through accurate lead handling and customer-focused sales support.
Overview
1
1
year of professional experience
Work History
Relationship Executive
Shriram Finance Limited
Delhi
06.2023 - 06.2024
- Generated customer leads for Shriram Finance Limited through targeted outbound calling, contributing to an expanded client base.
- Followed up with interested prospects on personal and vehicle loan products, enhancing engagement and conversion opportunities.
- Explained finance products, repayment options, and basic application steps
- Analyzed customer needs and recommended appropriate products and services.
- Screened loan inquiries against company eligibility and product criteria.
- Maintained call discipline and handled customer objections professionally
- Applied lead generating methods in a high number of cold calls per day.
- Assisted with marketing campaigns that supported lead generation initiatives, aligning promotional efforts with customer interests.
- Created and maintained a database of leads for follow-up by sales team.
- Collaborated with other departments to ensure successful execution of projects.
- Cross-sold additional products and services to purchasing customers.
Education
Bachelor of Hotel Management & Catering Technology - Tourism And Hotel Management
Maharishi Markandeshwar University
Mullana (Ambala)05-2017
High School Diploma -
Govt Sr Sec School Raipur Rani
Panchkula03-2012
GED -
The Sanskriti School
Rohtak ,Haryana05-2009
Skills
- Lead generation
- Loan screening
- Loan processing
- Credit assessment
- Lead database
- Product pitching
- Upselling
- Customer relationship
- Effective communication
Qualities
- Communication: The ability to clearly share ideas and listen to others through writing and speaking.
- Teamwork: Working well with diverse coworkers to reach shared goals.
- Adaptability: Adjusting quickly to new tools, changes, and unexpected challenges.
- Problem-Solving: Using critical thinking to find creative solutions to workplace obstacles.
- Reliability: Showing up on time, being consistent, and finishing tasks by deadlines.
Timeline
Relationship Executive
Shriram Finance Limited
06.2023 - 06.2024
Bachelor of Hotel Management & Catering Technology - Tourism And Hotel Management
Maharishi Markandeshwar University
High School Diploma -
Govt Sr Sec School Raipur Rani
GED -
The Sanskriti School