Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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POOJA KEESARI

Operations/ Finance Executive
mumbai

Summary

Dedicated and detail-oriented professional with a solid background in sales and financial services. Experienced in customer engagement, sales execution, and loan documentation assessment through roles at TATA Trent and Bhanix Finance. Recognized for adaptability, strong communication skills, and the ability to thrive in fast-paced environments. Committed to delivering exceptional service and consistently driving customer satisfaction and business results.

Overview

4
4
years of professional experience
5
5
years of post-secondary education

Work History

Finance Executive

Man Investment Group
05.2025 - Current
  • Coordinated end-to-end financing transactions by liaising with internal teams, lenders, and clients to ensure timely execution and compliance.
  • Verified all transaction-related documents, including agreements and disbursement letters, for accuracy and completeness.
  • Updated the status of each transaction stage on the company’s website to ensure real-time visibility for stakeholders.
  • Generated transaction advice and financial reports for management and client reference.
  • Sent repayment reminders to clients to prevent overdue payments and maintain smooth cash flow.
  • Maintained and updated MIS reports with accurate transaction data to support analysis and decision-making.
  • Provided assistance to senior management through regular updates, insights, and documentation support.

Operations Executive

Bhanix Finance & Limited
07.2023 - 04.2024
  • Company Overview: Financial services company focused on personal loans
  • Reviewed and verified customer documents, including CIBIL reports, KYC, and salary slips, to assess loan eligibility
  • Approved loan amounts based on financial evaluation and company guidelines
  • Ensured accuracy and compliance before forwarding documents to the higher team for disbursement
  • Maintained customer satisfaction by providing clear communication and support throughout the loan process
  • Financial services company focused on personal loans

Sales Associate

WESTSIDE TATA TRENT
09.2021 - 07.2022
  • Company Overview: Retail chain specializing in fashion apparel and accessories
  • Assisted customers with product selection and provided excellent service
  • Managed inventory, restocked products, and ensured availability
  • Handled billing and processed transactions efficiently
  • Met sales targets and contributed to festive campaigns, including Diwali donation drives
  • Retail chain specializing in fashion apparel and accessories

Education

Graduation -

Valia College of Commerce
06.2019 - 04.2022

HSC - undefined

Malini Kishor Sanghvi College of Commerce
06.2017 - 05.2019

SSC - undefined

Kalyanji Kanji Raj Popat School

Skills

Sales experience

Accomplishments

  • Sales Target Achievement, Delivered strong sales results through consistent performance at TATA Trent.
  • Loan Approval Efficiency, Boosted loan approval rates by streamlining document verification, enhancing efficiency and accuracy.
  • Account Management Success, Effectively managed a portfolio of customer accounts, resulting in improved client satisfaction and stronger customer relationships.
  • Charity Campaign Success, Contributed to the success of a Diwali fundraising campaign by driving customer engagement and supporting promotional activities for a charitable cause.

Timeline

Finance Executive

Man Investment Group
05.2025 - Current

Operations Executive

Bhanix Finance & Limited
07.2023 - 04.2024

Sales Associate

WESTSIDE TATA TRENT
09.2021 - 07.2022

Graduation -

Valia College of Commerce
06.2019 - 04.2022

HSC - undefined

Malini Kishor Sanghvi College of Commerce
06.2017 - 05.2019

SSC - undefined

Kalyanji Kanji Raj Popat School
POOJA KEESARIOperations/ Finance Executive