Vishal koli
New Delhi
Summary
Results-driven Data Analyst with experience at CRM Loan Money Services Pvt. Ltd., excelling in financial modeling and customer relationship management. Proven ability to enhance loan processing efficiency and resolve complex queries, demonstrating strong problem-solving skills. Coordinating with customers over the call. Adept at data visualization and statistical analysis, contributing to informed decision-making and improved client satisfaction.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Data Analyst
CRM Loan Monay Services Pvt. Ltd.
New Delhi
02.2025 - 04.2025
- Work with the mortgage team, providing loans to customers, such as home loans, business loans, and loans against property.
- Making a review sheet of every customer, in which I check the details of personal, property, and financial condition of the customer.
- Preparing a file of every customer and checking it by my senior manager.
- Checking the balance sheet of business employees, profit and loss, depreciation filing, goods and service tax returns, and other finance work like average bank balance (ABB), bank credits of the last financial year, and other regular debts.
- Directly calling customers for requiring documents and other legal documents for the loan process, and sometimes I have to visit customers' houses for taking documents.
Executive Assistant
Offbit Marketing Services
New Delhi
09.2021 - 12.2023
- Solving customers' queries over the phone.
- Handled project registrations and approved site management for Asian Paints, ensuring smooth execution.
- Maintained staff attendance records, employee documentation, and administrative processes.
- Resolved team queries, and ensured effective communication across departments.
- Coordinated promotional activities for various customers, enhancing brand awareness.
- Proficiently used Microsoft Word and Excel to manage data and create reports.
- Assisted in organizing cluster and shop meetings for Asian Paints, Ltd. Product launches, including venue selection and hotel bookings.
Education
BBA - Banking And Insurance
Maharaja Surajmal Institute
New Delhi, India08-2020
Skills
- Data visualization
- Statistical analysis
- Financial modeling
- Database management
- Loan processing
- Customer relationship management
- Microsoft Excel
- Problem solving
- Time management
Languages
Hindi
First Language
English
Advanced (C1)
C1
Certification
- Certificate of the Republic Day Parade
Affiliations
Strategic thinking and planning
Communication Skills
Time Management
Interpersonal Skills
Decision-Making
Leadership and team management
Problem solving
Critical thinking
Flexibility
Timeline
Data Analyst
CRM Loan Monay Services Pvt. Ltd.
02.2025 - 04.2025
Executive Assistant
Offbit Marketing Services
09.2021 - 12.2023
BBA - Banking And Insurance
Maharaja Surajmal Institute
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