Sandeep Chauhan
New Delhi
Summary
Customer-focused Team Leader with expertise in high-value loan processing and client relationship management. Delivered exceptional results in managing loan portfolios, mentoring junior staff, and resolving escalations while consistently meeting disbursal targets. Committed to exceeding business goals through effective team coordination and strategic upselling of financial products.
Overview
4
4
years of professional experience
Work History
Team Leader
Finbros finance
Noida
09.2025 - 03.2026
• Led and managed a team of executives handling loan sales and customer service, ensuring achievement of daily and monthly targets.
• Monitored team performance, provided regular feedback, and conducted training sessions to improve productivity and quality.
• Handled escalations and complex customer issues, ensuring quick resolution and high customer satisfaction.
Team Leader
RupeeQ
Noida
03.2025 - 08.2025
- Motivated team members to enhance customer satisfaction and loyalty, supporting retention and growth.
- Led team meetings to align on project goals and deliverables.
- Developed training materials for new team members on finance processes.
Subject Matter Expert
Loansjagat.com
Noida
12.2023 - 01.2025
- Offered one-on-one support for team members and managers to drive continuous improvement.
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
- Assessed customer needs quickly to enhance service quality.
Assistant Team Leader
loans4wish financial services
Noida
05.2022 - 12.2023
- Facilitated team meetings to align on sales strategies, enhancing collaboration on operational goals.
- Created sales performance trend reports, aiding management in evaluations and decision-making.
- Evaluated staff performance, providing targeted feedback to drive improvement in key areas.
- Developed reports on sales performance trends to support management evaluations.
Sales Executive
Dhani loans and services limited
Noida
10.2021 - 04.2022
- Engaged customers by identifying financial needs and recommending tailored products to enhance satisfaction.
- Resolved customer inquiries and issues promptly, ensuring positive experiences and fostering loyalty.
- Generated leads through targeted outreach and client engagement strategies.
- Conducted product presentations to educate clients on loan services and benefits.
Education
Bachelor of Science -
Pursuing
CBSE -12TH - Science
CBSE
CBSE -10TH -
CBSE
Skills
- Client management
- Team leadership
- Team coordination
- Team Performance
- Customer Engagement
- Salesforce
- LeadSquared
- Zoho CRM
- Excel
- Word
- PowerPoint
- Conflict resolution
Accomplishments
- Recognized as a top performer for independently processing over 400+ high-value loan applications with a documentation accuracy rate exceeding 98%, resulting in reduced rework and improved operational efficiency.
- Consistently surpassed monthly loan disbursal targets by 20-30% through client engagement and strategic follow-ups.
- Designed and implemented an Excel-based tracking system that reduced follow-up delays by 25%.
- Successfully trained and onboarded 6 new relationship officers, boosting team performance.
Additional Information
Successfully completed notice period and officially relieved from previous employer., Willing to relocate based on organizational requirements.
Languages
- English Fluent
- Hindi, Fluent
- French
Certifications And Technical Skills
- Salesforce, LeadSquared, Zoho CRM - Proficient in managing lead pipelines, client interactions, and tracking the full loan lifecycle.
- Certified proficiency in Excel (VLOOKUP, Pivot Tables), Word, and PowerPoint - Skilled in data handling, reporting, and presentation tasks essential for banking operations.
Detailed Skills Overview
- Leadership & Team Handling - Managing team performance and achieving targets
- Client Relationship Management - Strong follow-up and retention strategies
- Leadership & Team Coordination - Proven track record of mentoring new team members and coordinating tasks to achieve collective targets under pressure.
- Customer Retention Strategies - Focused on building long-term client relationships through personalized service, follow-ups, and customer-first problem-solving.
Timeline
Team Leader
Finbros finance
09.2025 - 03.2026
Team Leader
RupeeQ
03.2025 - 08.2025
Subject Matter Expert
Loansjagat.com
12.2023 - 01.2025
Assistant Team Leader
loans4wish financial services
05.2022 - 12.2023
Sales Executive
Dhani loans and services limited
10.2021 - 04.2022
Bachelor of Science -
Pursuing
CBSE -12TH - Science
CBSE
CBSE -10TH -
CBSE