Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Hi, I’m

POOJA KEESARI

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

2
years of professional experience

Work History

Man Investment Group

Finance Executive
05.2025 - Current

Job overview

  • 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.

Bhanix Finance & Limited

Operations Executive
07.2023 - 04.2024

Job overview

  • 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

WESTSIDE TATA TRENT

Sales Associate
09.2021 - 07.2022

Job overview

  • 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

Valia College of Commerce

Graduation

Malini Kishor Sanghvi College of Commerce

HSC

Kalyanji Kanji Raj Popat School

SSC

Skills

    • Sales experience

    • Clear verbal communication

    • Knowledge of Financial products / Investments

    • Financial Transaction Management

    • Leadership skills & Team Management

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

Valia College of Commerce

Graduation

Malini Kishor Sanghvi College of Commerce

HSC

Kalyanji Kanji Raj Popat School

SSC

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POOJA KEESARI