Harpreet Singh
Jalandhar
Summary
Multi-talented Executive adept at operating in diverse capacities to achieve business goals. Proficient in a wide range of areas, including financial administration, revenue generation, and strategic planning. Hardworking and proactive leader with a disciplined execution.
Overview
1
1
year of professional experience
Work History
Executive Cashier
Bajaj finance ltd
Bhogpur
11.2024 - Current
- Accepted cash and credit card payments, ensuring accurate transactions and efficient service.
- Handled cash, credit, and debit transactions accurately.
- Followed company policies for handling returns and exchanges.
- Assisted customers with product inquiries, enhancing overall shopping experience.
Auto Sale Executive
SBI Securities
- Customer Acquisition: Identified potential customers in retail market and met monthly disbursement targets to drive sales growth.
- Relationship Management: Maintained professional relationships with automobile dealers and customers, fostering collaboration and strengthening sales pipeline.
- Customer Guidance: Explained loan options, interest rates, repayment schedules, and terms to customers, enhancing understanding and decision-making.
- Disbursal Follow-up: Coordinating with credit teams to ensure timely approval and disbursement of loans.Indeed +5
- Loan Processing: Collecting required documentation (KYC, income proof) and validating them against organizational norms.
- Documentation & KYC: Ensuring accurate data entry into systems and conducting KYC verification.
- Compliance: Ensuring adherence to bank policies, internal guidelines, and regulatory requirements.
Finance Executive
Toyota Financial Services Ltd
- Customer Acquisition: Identifying potential customers in the retail market and achieving monthly disbursement targets.
- Loan Processing: Collecting required documentation (KYC, income proof) and validating them against organizational norms.
- Customer Guidance: Explaining loan options, interest rates, repayment schedules, and terms to customers.
- Documentation & KYC: Ensuring accurate data entry into systems and conducting KYC verification.
- Compliance: Ensuring adherence to bank policies, internal guidelines, and regulatory requirements.
- Relationship Management: Maintaining professional relationships with automobile dealers and customers to build a robust pipeline.
- Disbursal Follow-up: Coordinating with credit teams to ensure timely approval and disbursement of loans.Indeed +5
Relationship Officer
Axis Bank
- Customer Acquisition: Identifying potential customers in the retail market and achieving monthly disbursement targets.
- Loan Processing: Collecting required documentation (KYC, income proof) and validating them against organizational norms.
- Customer Guidance: Explaining loan options, interest rates, repayment schedules, and terms to customers.
- Documentation & KYC: Ensuring accurate data entry into systems and conducting KYC verification.
- Compliance: Ensuring adherence to bank policies, internal guidelines, and regulatory requirements.
- Relationship Management: Maintaining professional relationships with automobile dealers and customers to build a robust pipeline.
- Disbursal Follow-up: Coordinating with credit teams to ensure timely approval and disbursement of loans.Indeed +5
Sales Executive
IDFC
- Sales and Client Acquisition: Actively target potential clients, promote loan products (Consumer Loan), and achieve monthly/quarterly sales targets.
- Application Processing & Analysis: Receive and analyze loan applications, verify employment, income, and debt-to-income ratios, and determine creditworthiness (underwriting).
- Customer Guidance & Service: Explain loan terms, interest rates, and options to clients, answering queries throughout the approval process.
- Risk Management & Compliance: Ensure all loan applications adhere to federal, state, and company regulations to mitigate risk.
- Closing & Documentation: Finalize loan documents, collect required paperwork, and collaborate with underwriters for final approval.
Sales Executive
home credit india
- Sales and Client Acquisition: Actively target potential clients, promote loan products (Consumer Laon), and achieve monthly/quarterly sales targets.
- Application Processing & Analysis: Receive and analyze loan applications, verify employment, income, and debt-to-income ratios, and determine creditworthiness (underwriting).
- Customer Guidance & Service: Explain loan terms, interest rates, and options to clients, answering queries throughout the approval process.
- Risk Management & Compliance: Ensure all loan applications adhere to federal, state, and company regulations to mitigate risk.
- Closing & Documentation: Finalize loan documents, collect required paperwork, and collaborate with underwriters for final approval.
Data Entry Operator
vodafone softage pvt ltd
- Completed day-to-day duties accurately and efficiently.
- Assisted with customer requests and answered questions to improve satisfaction.
Education
10th -
PSEB board
12th -
PSEB board
B.A -
Swami Vivekanand Subharti University
Skills
- Excellent Communication Skill
- Interpersonal Skill
- Learning new tasks quickly
- Adapting to different commercial environments
- Building good and lasting relationships
- Cash handling
- Time management
- Team collaboration
- Negotiations expert
- Staff motivation
Personal Information
- Date of Birth: 10/17/96
- Gender: Male
- Marital Status: Married
- Religion: Sikh
Disclaimer
I do hereby declare that the above mentioned particulars are true to the best of my knowledge and belief.
Languages
- Hindi
- Punjabi
- English
Personal Traits
Reading Books, Music, Performing in Challenging environment, Smart Working, Hard Work, Excellent Communication Skill & Interpersonal Skill, Learning new tasks quickly and adapting different commercial environments, Building good and lasting relationship
Timeline
Executive Cashier
Bajaj finance ltd
11.2024 - Current
Auto Sale Executive
SBI Securities
Finance Executive
Toyota Financial Services Ltd
Relationship Officer
Axis Bank
Sales Executive
IDFC
Sales Executive
home credit india
Data Entry Operator
vodafone softage pvt ltd
10th -
PSEB board
12th -
PSEB board
B.A -
Swami Vivekanand Subharti University