Nisheeta Jain
Vasai
Summary
Hardworking relationship manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success several years of experience.
Overview
11
11
years of professional experience
Work History
Relationship Manager
SVAKARMA FINANCE PRIVATE LIMITED
Mumbai
10.2023 - Current
- Building and maintaining positive relationships with clients.
- Identifying opportunities for business growth.
- Providing investment advice and solutions.
- Resolving customer complaints.
- Collaborating with internal teams to meet client needs.
- Ensuring compliance and risk management.
- Handling a team of Sales Officers for the retail lending business loan at the Vasai location.
- Ensuring proper checking of files to ensure smooth logins, coordinating with the credit team to ensure requirements are raised and fulfilled for approvals for cases submitted, and ensuring approved files are disbursed within TAT by resolving queries from the operations team.
- Training the team to help them understand the process flow for ensuring qualified business is sourced to achieve the desired approval ratio against login files.
- Taking care of soft bucket collections to ensure branch delinquency remains under control.
Senior Sales Manager
HDB Financial Services
Mumbai
10.2022 - 05.2023
- Lead a sales team by providing guidance, training, and mentorship.
- Set sales quotas and goals.
- Create sales plans.
- Analyze the data.
- Assign sales territories.
- Build their team.
- Motivate their teams to generate leads, build client relationships, set targets to hit or exceed revenue forecasts, and ultimately meet customer needs.
- Hire and fire employees.
- Determine the need for training, and deliver it.
- Coach sales representatives.
- Handling a team of five Sales Officers for the retail lending business at the Mira Bhayander location.
- Responsible for Retail Business Loan, Mortgage Loan (LAP), Business Loan, Personal Loan, and Gold Loan via the direct sales team through open market sourcing.
- Ensuring proper checking of files to ensure smooth logins, coordinating with the credit team to ensure requirements are fully raised for approvals for cases submitted, and ensuring approved files are disbursed within TAT by resolving queries from the operations team.
- Training the DST team to help them understand the process flow for ensuring qualified business is sourced to achieve the desired approval ratio against login files.
- Taking care of soft bucket collections to ensure branch delinquency remains under control.
Assistant Sales Manager
SME Corner (Digikredit Finance Pvt Ltd)
Mumbai
09.2021 - 10.2022
- Identifying target markets and prospective clients
- Building client relationships
- Analyzing sales data
- Developing a sales and marketing plan
- Leading a sales team
- Promoting products and services to clients
- Negotiating contracts to maximize profits
- Managing sales representatives
- Meeting sales targets
- Generating leads
- Managing key accounts
- Monitoring competitors' sales activities
Senior Sales Executive (SSO)
HDB Financial Services
Mumbai
03.2021 - 09.2021
- Identifying target markets and prospective clients
- Building client relationships
- Analyzing sales data
- Developing a sales and marketing plan
- Leading a sales team
- Promoting products and services to clients
- Negotiating contracts to maximize profits
- Managing sales representatives
- Meeting sales targets
- Generating leads
- Managing key accounts
- Monitoring competitors' sales activities
Sales Executive
IDFC First Bank
Mumbai
02.2020 - 10.2020
- Setting sales goals and developing sales strategies.
- Generating leads and reaching out to prospects.
- Contacting potential and existing customers via phone, email, and in person.
- Handling customer inquiries and complaints.
- Preparing and sending quotes and proposals.
Sales Executive
Sky Enterprises
Mumbai
01.2019 - 01.2020
- Set and monitored sales targets for individual team members and the team as a whole.
- Created brochures and newsletters to promote products or services.
- Monitored market trends, competitor activities, and product developments to adjust sales strategies accordingly.
- Negotiated contracts and closed agreements to maximize profit.
- Recognized security risks to properly handle situations.
- Developed business cases for new products or services to present to senior management.
- Negotiated contracts with clients on behalf of the company.
Accountant
Milan Enterprises
Mumbai
12.2017 - 12.2018
- Developed and implemented internal controls to streamline processes and improve the accuracy of financial data.
- Provided guidance and training to staff on accounting procedures and best practices
- Performed reconciliations between the general ledger, bank accounts, and credit card accounts to ensure the accuracy of financial information.
- Negotiated vendor contracts and ensured compliance with government regulations.
- Developed a system to track and monitor expenses, resulting in improved cost savings.
Accountant
Wah Restaurant Pvt Ltd
Mumbai
10.2014 - 11.2017
- Developed and implemented internal controls to streamline processes and improve the accuracy of financial data.
- Provided guidance and training to staff on accounting procedures and best practices.
- Developed a system to track and monitor cash flows, resulting in improved budgeting and forecasting.
- Analyzed financial statements and created reports to present to stakeholders, resulting in improved decision-making.
Education
Bachelor of Commerce (B.COM) -
Prahladrai Dalmia Lions College of Commerce & Econ
Mumbai05-2018
Higher Secondary Certificate (HSC) -
Prahladrai Dalmia Lions College of Commerce & Econ
Maharashtra01-2013
Secondary School Certificate (SSC) -
Pancham Hindi High School
Maharashtra03-2011
Skills
- Dedication
- Sincerity
- Effort-taking abilities
- Team spirit
- Data analysis
- Salesforce software
- Sales strategy
- Lead generation
- Team leadership
- Employee training
- Sales coaching
- Self motivation
Languages
- English
- Hindi
- Marathi
- Marwari
Hobbies and Interests
- Playing Badminton
- Dance
- Listening Music
- Reading Books
Additional Qualification
Ms. Word, Ms Excel, Tally With GST, D.T.P,
Personal Information
- Place of Birth: Nalkhedra
- Date of Birth: 08/23/98
- Nationality: Indian
- Marital Status: Single
Languages
English
First Language
Marathi
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Gujarati
Beginner
A1
Timeline
Relationship Manager
SVAKARMA FINANCE PRIVATE LIMITED
10.2023 - Current
Senior Sales Manager
HDB Financial Services
10.2022 - 05.2023
Assistant Sales Manager
SME Corner (Digikredit Finance Pvt Ltd)
09.2021 - 10.2022
Senior Sales Executive (SSO)
HDB Financial Services
03.2021 - 09.2021
Sales Executive
IDFC First Bank
02.2020 - 10.2020
Sales Executive
Sky Enterprises
01.2019 - 01.2020
Accountant
Milan Enterprises
12.2017 - 12.2018
Accountant
Wah Restaurant Pvt Ltd
10.2014 - 11.2017
Bachelor of Commerce (B.COM) -
Prahladrai Dalmia Lions College of Commerce & Econ
Higher Secondary Certificate (HSC) -
Prahladrai Dalmia Lions College of Commerce & Econ
Secondary School Certificate (SSC) -
Pancham Hindi High School
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