Avinash Sahani
Financial marketing executive
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About
Results-driven Financial Marketing Expert with experience in financial services, client relationship management, debt consolidation support, and business development. Skilled in identifying customer financial needs, promoting suitable financial solutions, and maintaining long-term client relationships. Strong understanding of financial products, lead generation, sourcing, and administrative operations.
Adept at communication, negotiation, and delivering customer-focused service in fast-paced environments.
Experience
UK Debt Consolidator / AME Specialist at AME Expertise (2023-01 – 2024-01)
Provided debt consolidation support and financial advisory services to UK-based clients.
- Assisted UK-based clients in evaluating debt positions and identifying suitable debt consolidation solutions
- Explained financial repayment plans and consolidation options to improve customer financial stability
- Managed inbound and outbound customer interactions with a strong focus on conversion and retention
- Conducted financial profiling to understand client affordability and repayment capability
- Maintained accurate records of customer interactions and financial documentation
- Coordinated with internal teams to ensure timely processing of customer applications
- Delivered high-quality customer service while meeting performance and compliance standards
Assistant Accountant / Channel Partner / Sourcing Executive at Home Perfect Solutions
Supported accounting operations, client sourcing, and business development.
- Supported daily accounting operations and financial record maintenance
- Assisted in client sourcing and channel partner coordination
- Managed documentation and customer follow-up for financial transactions
- Helped identify new business opportunities through networking and referrals
- Prepared reports and maintained organized records for internal use
Education
Bachelor in Financial Marketing – Mumbai University, Affiliated by Guru Nanak Khalsa College of Arts, Science and Commerce, Matunga (2021-01 – 2022-12)
Higher Secondary Certificate (2016-06)
Secondary School Certificate (2014-06)
