SALMAN
FARIDABAD
Summary
Seasoned Financial Services Representative with relevant experience in providing clients with tailored financial solutions and investment advice. Strengths include strong analytical skills, client relationship management, and knowledge of banking products and services. Previous work resulted in improved client satisfaction and increased portfolio growth through personalized service delivery.
Overview
10
10
years of professional experience
Work History
Financial Services Representative
CARS24 FINANCIAL SERVICES PRIVATE LIMITED
GURUGRAM
09.2019 - Current
- Processed financial aid documents and completed basic verification of information.
- Key Responsibilities: 📞 Conducting customer calls to facilitate the loan process
📝 Handling various tasks related to loan operations, such as:
✅ KYC (Video KYC) verification
✍ Digital agreement signing
💳 NACH registration
🏠 Digital verification of customer's residence and office
👥 Reference verification - Risk control unit - Check complete file point to point before disbursement.
Sales Associate
QUIKR.COM
Delhi
11.2016 - 06.2019
- Provided accurate information about products, prices and services.
- Processed transactions using a point-of-sale system.
- Helped customers find specific products, answered questions and offered product advice.
- Sell our product to customers and build a strong relationship for package renewal.
Sales Associate
BHARAT MATRIMONY
Delhi
03.2015 - 11.2016
- Provided accurate information about products, prices and services.
- Processed transactions using a point-of-sale system.
- Built relationships with customers to encourage repeat business.
Education
Bachelor of Arts - Delhi University (Regular)
PGDAV COLLEGE
DELHI01-2013
12 Senior Sec School - Accounting And Business Management
Haryana Board School Education
Faridabad Haryana01-2010
10th High School Board -
Haryana Board School Education
Faridabad Haryana 01-2008
Skills
- Sales & Marketing
- Customer services
- Backend & Operations
- Financial services
- Risk Management
- Credit analysis
- KYC & Auto loan application
- Customer Relationship Building
Languages
English
First Language
Hindi
Intermediate (B1)
B1
Timeline
Financial Services Representative
CARS24 FINANCIAL SERVICES PRIVATE LIMITED
09.2019 - Current
Sales Associate
QUIKR.COM
11.2016 - 06.2019
Sales Associate
BHARAT MATRIMONY
03.2015 - 11.2016
Bachelor of Arts - Delhi University (Regular)
PGDAV COLLEGE
12 Senior Sec School - Accounting And Business Management
Haryana Board School Education
10th High School Board -
Haryana Board School Education
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