Summary
Overview
Work History
Education
Skills
Timeline
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Priya Yadav

Mumbai

Summary

Dynamic professional with a proven track record at ICICI Bank, excelling in market research and client relationship management. Adept at analyzing trends and providing strategic investment recommendations, I leverage strong negotiation skills to enhance client satisfaction and retention. Committed to delivering exceptional results in fast-paced environments.

Overview

1
1
year of professional experience

Work History

Personal Loan Consultant

Urban Money
Mumbai
04.2025 - Current
  • Assisted clients in understanding personal loan options and eligibility requirements.
  • Guided clients through the loan application process and documentation requirements.
  • Collaborated with underwriting team to facilitate timely loan approvals.
  • Maintained accurate records of client interactions and loan applications.
  • Provided exceptional customer service to enhance client satisfaction and retention.
  • Reviewed customer credit history to determine eligibility for loans; referred customers to credit counseling or other services when needed.

Real Estate Sales Associate

Balaji Solitaire
Mumbai
03.2025 - 04.2025
  • Assisted clients in finding properties that meet their needs and preferences.
  • Conducted property tours, highlighting features and benefits to potential buyers.
  • Managed client databases, ensuring accurate and up-to-date information on prospects.
  • Attended open houses to showcase properties and engage with prospective buyers.
  • Maintained knowledge of local market trends to provide informed advice to clients.

Stock Market

ICICI Bank
Mumbai
03.2024 - 10.2024
  • Analyzed market trends to provide informed investment recommendations.
  • Assisted clients in understanding stock options and risks involved.
  • Executed trades on behalf of clients using trading platforms.
  • Monitored portfolio performance and adjusted strategies accordingly.
  • Prepared detailed reports on market conditions for client meetings.
  • Developed strong relationships with clients to enhance trust and communication.
  • Educated clients on financial products and market developments.
  • Conducted market research to remain up-to-date on laws, regulations and margins.

Education

Bachelor of Arts (BA) -

SNDT College
Mumbai
01.2020

Higher Secondary School -

Pancham junior College
Mumbai
01.2020

Secondary School -

Pancham Hindi School
Mumbai
01.2017

Skills

  • Operating — Proficient
  • Windows, Excel, Advance Excel, Microsoft Office, Power Points
  • Loan processing
  • Credit analysis
  • Market research
  • Customer relationship management
  • Sales negotiation
  • Time management

Timeline

Personal Loan Consultant

Urban Money
04.2025 - Current

Real Estate Sales Associate

Balaji Solitaire
03.2025 - 04.2025

Stock Market

ICICI Bank
03.2024 - 10.2024

Bachelor of Arts (BA) -

SNDT College

Higher Secondary School -

Pancham junior College

Secondary School -

Pancham Hindi School

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Priya Yadav