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Versha Jha

@vershajha

CRM Manager at Manikaran Analytics limited. resolving client queries and tracking cases through CRM systems.

At Manikaran Analytics limited., I handle client queries, coordinate with internal teams, and track cases using CRM systems. I follow up on pending issues and support customer retention.

At FinwizzFinancial Services Pvt. Ltd., I managed personal and business loan applications, assessed eligibility, and verified documentation. I coordinated with Banks, NBFCs, and DSAs to support suitable loan options and timely approvals.

Experience

Work history, roles, and key accomplishments

Current

CRM Manager

Current

Manikaran Analytics Limited

Jan 2026 - Present (8 months)

Handles client queries and maintains strong relationships to ensure high customer satisfaction. Coordinates with internal teams and tracks interactions using CRM systems.

CRM Customer Service Communication Skills Problem Solving Follow up

Relationship Manager

Finwizz Financial Services Pvt. Ltd.

Feb 2024 - Jan 2026 (1 year 11 months)

Managed end-to-end processing of personal and business loan applications, assessing eligibility and verifying documentation. Coordinated with banks and NBFCs to identify suitable loan options and maintained DSA relationships.

Loan Processing Eligibility Assessment Documentation Verification DSA Coordination Banking NBFC Follow up

Back Office Executive

Piramal Capital Housing and Financing Pvt. Ltd.

Jan 2023 - Feb 2024 (1 year 1 month)

Verified and validated loan application documents for accuracy and compliance. Conducted quality checks on loan files and maintained records using Excel.

Document Verification Quality Checking Excel Data Integrity Loan Processing