Yaan Bilal
Senior Business Executive
Kerala
Summary
Business executive driving verification of 10+ loan applications per week, recovering 50+ accounts per month, and new business generation in financial services. Coordinates 2+ marketing activities per month to improve productivity, supports marketing outreach, and maintains accurate loan documentation and customer communication. Brings sales, finance planning, and customer handling experience from retail and finance settings.
Overview
11
11
years of professional experience
Work History
Senior Business Executive
Shriram Finance Ltd.
07.2023 - 06.2026
- Recovered $35 in overdue payments through consistent collections follow-up and customer communication.
- Processed [number] loan applications weekly with accurate verification and supporting documentation.
- Created business opportunities by handling direct sales and lead generation with a customer-focused approach.
- Built customer relationships through clear communication and professional handling of inquiries and follow-ups.
- Coordinated team activities to improve productivity and keep branch operations moving on deadline.
- Supported loan verification and new loan documentation with accurate records and disciplined MS Office use.
- Conducted marketing activities to support customer retention and generate new loan interest.
Senior Sales Faculty
Thottathil Medicals
08.2015 - 12.2022
- Managed 90% stock accuracy across essential items to support smooth branch operations and availability.
- Tracked [number] daily sales transactions while maintaining accurate branch records and customer follow-up.
- Supervised daily sales activity, guided new joinees, and supported team management across branch operations.
- Handled customer inquiries with direct sales support and customer handling to strengthen retention and service quality.
- Planned financial operations, managed cash handling, and kept the day book current for routine review.
- Prepared business activity reports in MS Office for submission to authorized entities and internal tracking.
- Maintained day book entries and branch documentation to keep sales, stock, and reporting records aligned.
Education
Bachelor of Commerce - Finance
08-2022
Skills
Direct sales
Customer handling
Team management
Finance planning
Lead generation
MS Office
Loan documentation
Loan application processing
Collections follow-up
Branch operations
Cash handling
Customer retention
AWARDS
Best Performer Award, Shriram Finance, Dec '24
Timeline
Senior Business Executive - Shriram Finance Ltd.
07.2023 - 06.2026
Senior Sales Faculty - Thottathil Medicals
08.2015 - 12.2022
Bharathiar University - Bachelor of Commerce, Finance