Shubham Saklani
Team Lead Coordinator @Mahindra Finance
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WORK HISTORY
Team Lead Coordinator @Mahindra Finance
Dehradun, IN
Team CoordinatorMahindra FinanceFeb 2025 – Present | Dehradun, UttarakhandAs a Team Coordinator at Mahindra Finance, I support field executives and ensure smooth loan processing and customer service. My role focuses on operational accuracy, team management, and workflow efficiency.Key Responsibilities:Coordinating with field officers and monitoring their daily activities, updates, and targets.Checking and verifying loan files for accuracy, completeness, and compliance with company guidelines.Supporting the team in resolving customer queries and ensuring a smooth documentation process.Maintaining data and reports through Excel and internal systems for daily performance tracking.Ensuring timely escalation and follow-up on pending cases to meet branch productivity goals.Assisting in smooth coordination between customers, field staff, and branch operations.Skills Gained:Team Management • Customer Support • File Verification • Documentation • Reporting • Problem Solving • Communication
EDUCATION
Jigyasa University
Bachelor of Business Administration - BBA, Business Administration and Management, General
Jigyasa University
Bachelor of Business Administration - BBA, Business Administration and Management, General
ABOUT SHUBHAM SAKLANI
Team CoordinatorMahindra FinanceFeb 2025 – Present | Dehradun, UttarakhandAs a Team Coordinator at Mahindra Finance, I support field executives and ensure smooth loan processing and customer service. My role focuses on operational accuracy, team management, and workflow efficiency.Key Responsibilities:Coordinating with field officers and monitoring their daily activities, updates, and targets.Checking and verifying loan files for accuracy, completeness, and compliance with company guidelines.Supporting the team in resolving customer queries and ensuring a smooth documentation process.Maintaining data and reports through Excel and internal systems for daily performance tracking.Ensuring timely escalation and follow-up on pending cases to meet branch productivity goals.Assisting in smooth coordination between customers, field staff, and branch operations.Skills Gained:Team Management • Customer Support • File Verification • Documentation • Reporting • Problem Solving • Communication
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