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Vikas Gupta

Relationship Manager | Loan Operations & Data Analytics | Excel • Power BI • SQL | Turning Financial Data into Decisions

Sultanpur

1+ year of work experience

MONEYBOXX FINANCE LIMITED
Jan 20263 mosMar 2026

Sultanpur

Drove sales by building client relationships, generating leads, and achieving targets. Managed loan processing, KYC compliance, and customer support to improve retention.
Cholamandalam Investment and Finance Company Limited
Aug 20253 mosOct 2025

Sultanpur

Achieved sales targets by promoting banking products and generating leads through strong client relationships. Ensured smooth onboarding with KYC compliance while supporting customers and driving cross-selling growth.
Aavas Financiers Ltd
Jun 20241 yrMay 2025

Ayodhya

Managed loan lifecycle data and generated MIS reports on disbursals, collections, and portfolio performance using Excel, ensuring data accuracy and supporting decision-making. Analyzed portfolio data to identify delinquency trends, reducing NPAs by ~15% through proactive monitoring. Performed financial reconciliation and data validation, reducing discrepancies by ~20% ensuring data integrity. Automated reporting using Excel (Pivot Tables, VLOOKUP), improving efficiency by ~30%.
Tata capital housing finance ltd
Sep 20239 mosMay 2024

Ayodhya

Handled customer queries and qualified housing loan leads, achieving ~40% conversion by data tracking. Supported loan processing by collecting and validating KYC, income, and property documents, coordinating with internal teams for due diligence. Maintained CRM and MIS data for pipeline and application tracking, reducing drop-offs and improving approval turnaround time.

Education

Dr. Ram Manohar Lohia Avadh University

Bachelor of Commerce - BCom

Dr. Ram Manohar Lohia Avadh University

20203 yrs2023

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Headline

Relationship Manager | Loan Operations & Data Analytics | Excel • Power BI • SQL | Turning Financial Data into Decisions

About

Results-driven professional with 2+ years of experience in loan operations and data management. I specialize in leveraging SQL, Excel, and Power BI to transform complex financial data into actionable business insights. My expertise includes financial reconciliation, reporting, and process automation to drive efficiency. I am passionate about optimizing workflows, improving data accuracy, and supporting strategic decision-making through analytics. Let’s connect to discuss data-driven growth!

Location

Sultanpur

Work experience

Relationship Manager at MONEYBOXX FINANCE LIMITED, Jan 2026 - Mar 2026 · 3 mos, Sultanpur, Drove sales by building client relationships, generating leads, and achieving targets. Managed loan processing, KYC compliance, and customer support to improve retention.

Sales Officer at Cholamandalam Investment and Finance Company Limited, Aug 2025 - Oct 2025 · 3 mos, Sultanpur, Achieved sales targets by promoting banking products and generating leads through strong client relationships. Ensured smooth onboarding with KYC compliance while supporting customers and driving cross-selling growth.

Relationship Officer at Aavas Financiers Ltd, Jun 2024 - May 2025 · 1 yr, Ayodhya, Managed loan lifecycle data and generated MIS reports on disbursals, collections, and portfolio performance using Excel, ensuring data accuracy and supporting decision-making. Analyzed portfolio data to identify delinquency trends, reducing NPAs by ~15% through proactive monitoring. Performed financial reconciliation and data validation, reducing discrepancies by ~20% ensuring data integrity. Automated reporting using Excel (Pivot Tables, VLOOKUP), improving efficiency by ~30%.

Customer Relationship Executive at Tata capital housing finance ltd, Sep 2023 - May 2024 · 9 mos, Ayodhya, Handled customer queries and qualified housing loan leads, achieving ~40% conversion by data tracking. Supported loan processing by collecting and validating KYC, income, and property documents, coordinating with internal teams for due diligence. Maintained CRM and MIS data for pipeline and application tracking, reducing drop-offs and improving approval turnaround time.

Education

Bachelor of Commerce - BCom, Dr. Ram Manohar Lohia Avadh University

Vikas Gupta - Relationship Manager in Sultanpur | Tal