Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Accomplishments
Timeline
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PREETI YOGESH KADAM

PREETI YOGESH KADAM

thane

Summary

Resourceful Lead CSR known for high productivity and efficient task completion. Skilled in customer relationship management, conflict resolution, and process improvement to ensure positive outcomes. Excel in communication, teamwork, and adaptability, using these soft skills to navigate challenges and foster productive work environments.

Overview

12
12
years of professional experience

Work History

Lead CSR Refinance

Millennium Toyota
thane
03.2023 - Current
  • Generated leads through targeted outreach and relationship building with potential clients.
  • Assisted clients in understanding loan products and financial options available.
  • Conducted thorough credit analysis to evaluate borrower eligibility and risk.
  • Collaborated with underwriters to facilitate timely loan processing and approvals.
  • Processed disbursement requests for various departments efficiently.
  • Verified documentation for accuracy and compliance with company policies.
  • Maintained records of transactions using financial software systems.

CSR pre sales Godrej properties

Platinum Business Solutions
thane
11.2022 - 02.2023
  • Generated leads through targeted marketing campaigns and social media outreach.
  • Coordinated property showings and communicated availability to potential buyers.
  • Maintained client databases and updated records for effective communication.

CSR : IDFC FIRST BANK PROCESS

Vertex
thane
07.2018 - 03.2019
  • Assisted customers with inquiries and resolved issues efficiently.
  • Processed orders and managed customer accounts using CRM software.
  • Managed multiple tasks simultaneously while providing excellent customer service experience.

CSR One Assist Process Retentions

Intelenet Global Services
thane
05.2016 - 05.2017
  • Assisted customers with inquiries and resolved issues promptly.
  • Handled escalated complaints with professionalism and empathy.
  • Managed multiple tasks simultaneously while providing excellent customer service experience.
  • Developed personalized follow-up plans for at-risk customers to ensure retention.

CSR Axis Bank Inbound Process

First Source Pvt. Ltd.
Airoli
07.2015 - 01.2016
  • Utilized CRM software to document interactions and track customer requests.

CSR Airtel Inbound Customer Care

Mphasis An HP Company
dombivali
04.2013 - 09.2014
  • Assisted customers with inquiries and resolved issues promptly.
  • Educated customers on product features and services effectively.

Education

B.com - Commerce

K M Agrawal Collage
Kalyan
03-2013

Skills

  • Lead generation
  • Credit analysis
  • Problem solving
  • Client engagement
  • Customer service
  • Inbound and outbound calling
  • CRM software
  • Follow-up skills
  • Loan processing
  • Financial software
  • Effective communication
  • Customer relationship management

Affiliations

Reading novels and crime stories
Participating in social and HR activities

Languages

Marathi
First Language
English
Beginner (A1)
A1
hindi
Beginner
A1

Accomplishments

Recognized for high-quality inbound customer service
Experience in lead generation, retention, and pre-sales

Timeline

Lead CSR Refinance

Millennium Toyota
03.2023 - Current

CSR pre sales Godrej properties

Platinum Business Solutions
11.2022 - 02.2023

CSR : IDFC FIRST BANK PROCESS

Vertex
07.2018 - 03.2019

CSR One Assist Process Retentions

Intelenet Global Services
05.2016 - 05.2017

CSR Axis Bank Inbound Process

First Source Pvt. Ltd.
07.2015 - 01.2016

CSR Airtel Inbound Customer Care

Mphasis An HP Company
04.2013 - 09.2014

B.com - Commerce

K M Agrawal Collage

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PREETI YOGESH KADAM