Open to opportunities

gautam K

@gautamk

Message

Experienced finance professional with a strong background in customer relations.

India

Message

What I'm looking for

I am looking for a challenging role that allows me to leverage my finance expertise while fostering a collaborative and growth-oriented company culture.

I am a dedicated finance professional with over 7 years of experience in customer relationship management and sales. My career has been marked by a commitment to excellence and a passion for helping clients achieve their financial goals. I have successfully managed teams and handled large portfolios, ensuring compliance and driving performance to meet organizational objectives.

Throughout my career, I have developed strong interpersonal and communication skills, which have enabled me to build lasting relationships with clients and colleagues alike. My experience includes working in various roles, from Delivery Executive to Manager, where I have consistently demonstrated my ability to lead teams, analyze customer accounts, and implement effective sales strategies. I am eager to bring my expertise to a new challenge where I can contribute to the success of the organization.

Experience

Work history, roles, and key accomplishments

Manager

Paytm Merchant Loan

Jan 2021 - Present (4 years 5 months)

Managed 5 agencies and 5926 merchant business loan accounts, focusing on collection write-offs. Conducted daily stand-up meetings, monitored team performance, and set monthly collection goals.

Agency Collections Team Leadership Performance Monitoring Goal Setting

Assistant Customer Relationship Manager

Ujjivan Small Finance Bank

Jan 2019 - Present (6 years 5 months)

Managed a team of 14 associates, overseeing 6846 business and sales accounts. Conducted daily stand-up meetings, monitored performance, and set sales targets.

Team Management Sales Collections Performance Management Financial Compliance

CRM Customer Relationship Manager

Jana Small Finance Bank

Jan 2018 - Present (7 years 5 months)

Led a team of 16 members managing 1550 house and business loan accounts. Evaluated sales and collections procedures to ensure compliance and set monthly sales goals.

Team Leadership Sales Management Compliance Customer Service

Customer Relationship Manager

Jana Small Finance Bank

Jan 2015 - Present (10 years 5 months)

Managed 350 house and business loan accounts, achieving 100% collection for two years. Analyzed customer accounts to determine delinquency and prepared notifications for past due payments.

Sales Collections Customer Relationship Management Account Management Financial Analysis

Delivery & Sales Executive

City Honda

Jan 2013 - Present (12 years 5 months)

Managed daily stock checks and verified documents for vehicle sales. Successfully sold vehicles by assisting walk-in customers and cultivating accounts through telemarketing and sales calls.

Sales Customer Service Telemarketing Inventory Management

Education

Degrees, certifications, and relevant coursework

National Virtual University

B.Com, Commerce

Completed a Bachelor of Commerce degree, gaining foundational knowledge in business and finance. This program provided a comprehensive understanding of accounting principles and financial management.

Siddhartha Pre-University College

PUC, Commerce

Completed Pre-University Course in Commerce, building a strong base in commercial subjects. This coursework prepared for further studies in finance and accounting.