Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic
Puneet Chauhan

Puneet Chauhan

Delhi

Summary

Results-driven Senior Relationship Executive with over 3.9 years of experience in the NBFC sector, specializing in customer relationship management, loan processing, and cross-selling of financial products. Skilled in managing a large portfolio of clients, ensuring high customer satisfaction, and driving business growth through upselling and retention strategies. Proven track record in handling gold loans, personal loans, and insurance products with a strong focus on compliance and risk assessment. Excellent interpersonal and communication skills with a client-centric approach and a deep understanding of financial services operations.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Senior Relationship Executive

Muthoot Finance Limited
Noida
04.2025 - Current
  • Generated reports from customer feedback data for management analysis.
  • Guided clients in navigating complex company products and services.
  • Identified cross-selling opportunities to enhance revenue with existing clients.
  • Promoted company products and services at conferences, trade shows, and networking events.
  • Ensured compliance with industry regulations while upholding service quality standards.
  • Cultivated client loyalty through exceptional service and proactive engagement.
  • Established long-term relationships with key clients using effective communication skills.

Junior Relationship Executive

Muthoot Finance Limited
Ghaziabad
09.2021 - 03.2025
  • Managed client inquiries and provided information on financial products.
  • Coordinated documentation for loan applications and financial services to ensure accuracy.
  • Processed customer transactions efficiently to enhance overall service delivery.
  • Built and maintained strong client relationships through effective communication.
  • Supported marketing initiatives promoting financial services offered by the organization.
  • Implemented customer feedback to refine service delivery processes.
  • Collaborated with team members to resolve client issues in a timely manner.
  • Maintained knowledge of financial regulations and compliance standards to ensure adherence.

Education

Master of Commerce -

IGNOU
New Delhi
06-2022

Bachelor of Commerce - Commerce

Satyawati College
Ashok Vihar , New Delhi
06-2019

High School Diploma -

GSBV
Krishna Nagar , New Delhi
05-2016

Skills

  • Client relationship management
  • Documentation coordination
  • Transaction processing
  • Problem solving
  • CRM proficiency
  • Client engagement
  • Account management
  • Report generation
  • MS Excel Proficiency
  • Bank reconciliation

Certification

Post Graduation Diploma in International Business (PGDIB)

Course on Computer Certificates (CCC)

Financial markets

Customer relationship management

Transaction tax consulting job simulation

Data analyst

Languages

Hindi
Native
Native
English
Intermediate (B1)
B1

Timeline

Senior Relationship Executive

Muthoot Finance Limited
04.2025 - Current

Junior Relationship Executive

Muthoot Finance Limited
09.2021 - 03.2025

Master of Commerce -

IGNOU

Bachelor of Commerce - Commerce

Satyawati College

High School Diploma -

GSBV

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Puneet Chauhan