CM Siyag Jodhpur

Recorded day-to-day financial transactions in Tally and oversaw store operations, inventory management, and procurement. Supervised a team of 12+ staff and supported attendance, payroll coordination, and performance management.

Developed and maintained client relationships to drive business growth in commodity broking. Planned sales activities, identified new business opportunities through market research and lead generation, and managed client portfolios.

Managed home loan and mortgage loan cases from sourcing through disbursal. Reviewed customer eligibility, income details, CIBIL scores, and handled KYC and property documentation, coordinating with banks and NBFCs.

Resolved customer queries and financial product-related complaints by phone and email. Maintained 95%+ customer satisfaction and documented interactions to support service improvements.

Managed key accounts and supported client retention and business development. Conducted product training sessions and prepared monthly sales and financial performance reports.

Completed a Bachelor of Arts degree from Jai Narayan Vyas University in 2022.

Earned the RSCIT certification in information technology.

Completed a basic and advanced computer course.

Completed a certificate course in computer basics and accounting.

Completed a course in cybersecurity.

Completed a course on personal finance and investment options.