Swaraj Jadhav
A 414 MANGALAM BREEZE , DUDULGAON , MOSHI ALANDI ROAD , PIMPRI CHINCHWAD , PUNE.
Summary
Analytical and dedicated finance executive with several years of experience in project management, banking, client relations, time management, risk-tolerance assessment, investment goal preparation and equity selection. Strong communicator and organizer creates and implements specialty financial planning projects from inception to completion to optimize client profit earning.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Finance Executive
GARVE CARS MANIA PVT LTD
PUNE
2024.06 - Current
- Conduct thorough needs assessments to understand clients' financial goals, preferences, and budgetary constraints.
- Guide clients through the loan application process, including gathering necessary documentation, completing paperwork, and facilitating loan approval and disbursement.
- Track sales activities and maintain detailed records of client interactions and progress using CRM software.
Loan Representative
HDB FINANCE SERVICE LTD
PUNE
2023.01 - 2023.06
- Prospect and generate leads for auto loan products through various channels, including cold calling, networking events, and referral programs.
- Conduct thorough needs assessments to understand clients' financial goals, preferences, and budgetary constraints.
- Educate clients on available auto loan options, terms, and rates, and provide personalized recommendations based on their individual needs.
- Guide clients through the loan application process, including gathering necessary documentation, completing paperwork, and facilitating loan approval and disbursement.
- Build and maintain strong relationships with clients, dealerships, and other key stakeholders in the automotive industry.
- Collaborate with underwriters and loan processors to ensure timely and accurate processing of loan applications and adherence to regulatory requirements.
- Track sales activities and maintain detailed records of client interactions and progress using CRM software.
- Continuously seek out opportunities for cross-selling additional products and services to enhance the value proposition for clients.
- Stay informed about market trends, competitor offerings, and industry regulations to effectively position our products and services in the marketplace.
Inside Sales Representative
MJ REALITY
PUNE
2022.05 - 2023.01
- Develop and nurture relationships with developers, brokers, and other key stakeholders to establish a strong network of sales channels.
- Collaborate with developers to understand project specifications, pricing, and sales strategies for residential and commercial properties.
- Provide expert guidance to clients throughout the sales process, including property selection, financing options, negotiations, and closing procedures.
- Maintain regular communication with clients, providing updates on market trends, property listings, and other relevant information.
Sales Representative
JS MOTORS
PIMPRI CHINCHWAD
2020.09 - 2022.03
- Conduct comprehensive vehicle inspections and appraisals to accurately assess condition, mileage, and market value.
- Engage with customers to understand their preferences, budgetary constraints, and desired features in a resale vehicle.
- Showcase vehicles to customers, highlighting key features, specifications, and benefits to meet their needs and preferences.
- Provide transparent pricing information, negotiate terms, and facilitate the sales process from initial contact to vehicle delivery.
- Collaborate with finance and insurance teams to offer financing options, warranties, and additional services to enhance the value proposition for customers.
- Maintain a thorough understanding of inventory levels, pricing trends, and market demand to effectively manage inventory and optimize sales opportunities.
- Follow up with customers after the sale to ensure satisfaction, address any concerns, and encourage referrals and repeat business.
Education
MBA - FINANCE
SOCIETY'S MODERN INSTITUTE OF BUSINESS STUDIESS
NIGDI2024-04
BBA(Finance) -
DR. D. Y. Patil ACS Pimpri, Pune
05.2021
HSC -
S.B.V.M Pabal, Pune
05.2018
SSC -
S.B.V.M Pabal, Pune
05.2016
Skills
- Documentation and Control
- Team Leadership
- Technical Support
- Project Management
- Strategic Planning
- Financial Controls
- Cash Flow Management
- P&L Management
- Cost Control
- Capital Raising
- Investor Relations
Hobbies and Interests
- Driving and Listening Music
- Exploring new places
ADDITIONAL DETAILS
- Place of Birth: Pune
- Date of Birth: 09/15/00
- Gender: Male
- Nationality: India
- Marital Status: Unmarried
Certification
- Tally ERP 9
- Financial Modeling and Valuation
Extracurricular Activities
Co-Venue Managment Leader 2019 DYGNUS, Pune
Member of Organizing Committee 2019 DPU MUN, Pune
Member of Organizing Committee 2018, DPU MUN, Pune
Languages
Marathi
First Language
Hindi
Advanced (C1)
C1
English
Intermediate (B1)
B1
Timeline
Finance Executive
GARVE CARS MANIA PVT LTD
2024.06 - Current
Loan Representative
HDB FINANCE SERVICE LTD
2023.01 - 2023.06
Inside Sales Representative
MJ REALITY
2022.05 - 2023.01
Sales Representative
JS MOTORS
2020.09 - 2022.03
MBA - FINANCE
SOCIETY'S MODERN INSTITUTE OF BUSINESS STUDIESS
BBA(Finance) -
DR. D. Y. Patil ACS Pimpri, Pune
HSC -
S.B.V.M Pabal, Pune
SSC -
S.B.V.M Pabal, Pune
- Tally ERP 9
- Financial Modeling and Valuation
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