Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Shubham Jaiswal

Bhilai

Summary

Result-driven finance and sales professional with proven experience in auto and gold loan processing, customer relationship management, and financial operations. Demonstrated success in meeting sales targets, streamlining loan documentation, and driving client satisfaction across top institutions like Bajaj Finserv, Axis Bank, ICICI Bank, and IIFL Finance. Certified Industrial Accountant (CIA) with hands-on expertise in Tally ERP 9, GST, TDS, payroll, and advanced MS Excel.

Overview

1
1
Certification
6
6
years of professional experience

Work History

Sales Executive – New Car Loan Finance

Bajaj Finserv
Raipur, Chhattisgarh
01.2025 - 12.2025
  • Processed and closed over 100+ new car loan applications, achieving 100% of monthly targets consistently for 8+ months.
  • Increased loan disbursal volume through effective lead conversion and relationship-building with car dealerships.
  • Conducted daily coordination with 10+ automobile dealers, resulting in rise in dealership-based loan referrals.
  • Improved loan approval turnaround time by streamlining document verification and customer onboarding process.

Field Officer Sales

QUESS CORP LIMITED(Bajaj Finserv)
Raipur
08.2024 - 01.2025

Processed and closed over 100+ new car loan applications, achieving 100% of monthly targets consistently for 8+ months.

•Increased loan disbursal volume through effective lead conversion and relationship-building with car dealerships.

•Conducted daily coordination with 10+ automobile dealers, resulting in rise in dealership-based loan referrals.

•Improved loan approval turnaround time by streamlining document verification and customer onboarding process.

Relationship Officer

QUESS CORP LIMITED(Axis Bank)
Bhilai, Chhattisgarh
11.2022 - 08.2024
  • Built strong ties with automobile dealers and served 50+ customers, streamlining loan processing and increasing dealer-based referrals.
  • Assisted with the preparation and submission of auto loan applications, ensuring accurate documentation and reducing processing delays.
  • Resolved an average of 10–12 customer queries per week by coordinating with internal teams, leading to improved client satisfaction.
  • Effectively promoted tailored auto loan solutions, contributing to increase in monthly lead conversion during the tenure.

Sales Executive

HDB FINANCIAL SERVICES LIMITED
Bhilai
06.2022 - 07.2022
  • Cultivated relationships with clients to enhance customer satisfaction and loyalty.
  • Developed tailored sales strategies to meet diverse client needs and preferences.
  • Conducted comprehensive market analysis to identify trends and opportunities for growth.
  • Delivered engaging product presentations, increasing client understanding of financial services offered.

Gold Appraiser

IIFL Finance
Bhilai, Chhattisgarh
09.2021 - 05.2022
  • Evaluated gold items for loan eligibility and market value.
  • Ensured accurate testing and documentation of pledged gold.
  • Assisted customers with loan processing and disbursals and Maintained secure handling and storage of gold assets.

JEWL Loan Counsellor

MODERN BUSINESS SOLUTION(ICICI BANK)
Bhilai
12.2020 - 08.2021
  • Guided customers through the jewel loan process and eligibility.
  • Verified gold quality and supported valuation procedures.
  • Handled loan documentation and ensured compliance.

Field Officer

ESAF SWASRAYA MULTI STATE AGRO CO-OPERATIVE
Raipur
08.2019 - 10.2019

Although selected for ESAF Swasraya, I could not officially join the organization due to unavoidable personal reasons. Hence, I was not involved in any work responsibilities or employment activities with the company. Therefore, any negative feedback, if received, should not be considered attributable to me

Education

MBA - Financial Management

Bhilai Institute of Technology Durg
Durg

Bachelor of Commerce - undefined

Dr. Khubchand Baghel University
Durg, Chhattisgarh, India
01-2021

Higher Secondary Schooling - undefined

B.S.P Senior Secondary School
Bhilai, Chhattisgarh
01-2018

Skills

Customer Relationship: CRM, communication, negotiation, loan counseling, customer query resolution

Sales & Business Development: Achieving sales targets, lead conversion, cross-selling financial products, dealer coordination, client retention

Loan & Banking Operations: Loan processing, gold and jewelry valuation, auto/gold/jewel loan knowledge, regulatory compliance, field operations

Technical & Soft Skills: Teamwork, attention to detail, time management, adaptability, MS Office

Certification

  • Tally ERP 9 and BCA (MS-Office 2016) 2016
  • TDS, GST, Payroll, VLOOKUP, HLOOKUP, IF & other logical functions, Pivot Tables & Charts, Data Validation, Conditional Formatting, Sorting & Filtering, Basic Dashboards, Data Cleaning & Analysis.
  • CIA (Certified Industrial Accountant ) Course The Institute of Computer Accountants ( ICA )
  • Completed practical training in business accounting, TDS, GST, payroll, Tally ERP 9, MS Excel, bank reconciliation, and financial documentation using industry-relevant tools
  • Power BI
  • Basic knowledge of Power BI and dashboard creation.
  • Skilled in data visualization, KPI reporting, and interactive dashboards using Power BI.
  • Familiar with Power BI tools, data analysis, and business reporting.

Timeline

Sales Executive – New Car Loan Finance

Bajaj Finserv
01.2025 - 12.2025

Field Officer Sales

QUESS CORP LIMITED(Bajaj Finserv)
08.2024 - 01.2025

Relationship Officer

QUESS CORP LIMITED(Axis Bank)
11.2022 - 08.2024

Sales Executive

HDB FINANCIAL SERVICES LIMITED
06.2022 - 07.2022

Gold Appraiser

IIFL Finance
09.2021 - 05.2022

JEWL Loan Counsellor

MODERN BUSINESS SOLUTION(ICICI BANK)
12.2020 - 08.2021

Field Officer

ESAF SWASRAYA MULTI STATE AGRO CO-OPERATIVE
08.2019 - 10.2019

Higher Secondary Schooling - undefined

B.S.P Senior Secondary School

Bachelor of Commerce - undefined

Dr. Khubchand Baghel University

MBA - Financial Management

Bhilai Institute of Technology Durg
Shubham Jaiswal