Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Payal Shah

Mumbai

Summary

Resourceful Loan Advisor with comprehensive knowledge in financial counseling, loan origination and processing. Demonstrated strengths include keen ability to assess client needs, develop responsive solutions, and close deals effectively. Previous roles underscored commitment to customer satisfaction and driving sales growth.

Overview

19
19
years of professional experience

Work History

Financial Advisor

Freelance
Mumbai
11.2012 - Current
  • Provided guidance and advice on loan options to customers.
  • Developed customized financial plans for clients based on their individual needs.
  • Negotiated terms of loans with customers to ensure a fair agreement was reached between both parties.

Sales Manager

Calance Marketing
Mumbai
04.2010 - 06.2012
  • Managed daily operations of sales department, including supervision of staff members.
  • Trained, coached, and mentored junior sales personnel to ensure success in their roles.
  • Conducted regular meetings with staff members to review goals and objectives for the quarter and year.

Telesales Executive

Calance Marketing Pvt Ltd
Mumbai
03.2008 - 04.2010
  • Developed strong relationships with potential customers through consistent follow-up contact.
  • Maintained a database of prospects and current clients for tracking purposes.

Sales Associate

Bajaj Finance
Mumbai
03.2006 - 01.2008
  • Sold various insurance products by explaining unique features and educating customers on proper application or usage.
  • Built relationships with customers to encourage repeat business.

Education

Master of Commerce -

Mumbai University
Maharashtra
05-2008

Bachelor of Commerce -

Mithibai College of Arts & Commerce
Mumbai
03-2006

Skills

  • Loan Feasibility Assessment
  • Negotiation abilities
  • Loan Processing Coordination
  • Customer Relations
  • Business Development
  • Eligibility Determination
  • Relationship Management

Languages

Gujarati
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2

Timeline

Financial Advisor

Freelance
11.2012 - Current

Sales Manager

Calance Marketing
04.2010 - 06.2012

Telesales Executive

Calance Marketing Pvt Ltd
03.2008 - 04.2010

Sales Associate

Bajaj Finance
03.2006 - 01.2008

Master of Commerce -

Mumbai University

Bachelor of Commerce -

Mithibai College of Arts & Commerce

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Payal Shah