Pooja Rani
Financial advisor | Master of Business Administration | B.COM | Tally.ERP9
- Role
- Senior Financial Advisor at WISHFIN.COM
- Location
- Ambala, HR, IN
- LinkedIn followers
- 500 followers
About Pooja Rani
Results-driven Personal Loan Executive with one year of experience in managing end-to-end loan processing, customer relationship management, and credit assessment. Skilled in analyzing customer financial profiles, handling loan applications, and achieving sales targets while ensuring excellent customer service.
Experience
Senior Financial Advisor
Jan 2026 — Present · Noida, IN
Assisted customers with pre-approved personal loan offers and handled the complete loan lifecycle from lead generation to disbursement.Analyzed customer credit profiles, including CIBIL score, income details, and repayment capacity, to recommend suitable loan products.Generated and managed leads through outbound calls, follow-ups, and internal CRM systems.Explained loan features such as interest rates, EMI structure, tenure options, and eligibility criteria to customers.Coordinated with partner banks and NBFCs to ensure timely processing and approval of loan applications.Verified customer documents and ensured compliance with company policies and regulatory requirements.Maintained strong relationships with customers to enhance satisfaction and encourage repeat business.Achieved monthly sales targets and contributed to team performance goals.Handled customer queries, objections, and escalations professionally to ensure a smooth customer experience.Prepared daily reports, tracked application status, and updated management on pipeline progress.
Education
Gandhi Memorial National ( GMN ) College, Ambala Cantt.
Bachelor of Commerce - BCom, Human Resources Management/Personnel Administration, General
Maharishi Markandeshwar (Deemed to be University) Official
Master of Business Administration - MBA, Finance and HR
AIR FORCE SCHOOL AMBALA CANTT
10th
Kendriya Vidyalaya (KV)
12th , Business/Commerce, General
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