Gauri Sharma
Operations & Sales Coordinator
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About
Detail-oriented Operations & Sales Coordinator with 3+ years of experience in financial services, including banking, stock broking, and NBFCs. Skilled in client servicing, documentation, compliance, and backend operations. Proven ability to support sales teams in achieving targets and ensuring regulatory adherence. Currently seeking to re-enter the workforce after a planned career brake, Bringing strong organizational skills, adaptability and dedication to excellence.
Experience
Operations Executive - Laxmi Shree Stock Broking Company - Varanasi
(2019-01)
- Processed and managed 100+ Demat accounts and KYC documentation monthly, ensuring full compliance with SEBI regulations.
- Supported daily operations and resolved client queries efficiently, improving customer satisfaction.
Sales Coordinator & Operations Executive - DHFL (Deewan Housing Finance Ltd.) - Varanasi
(2019-02 - 2021-01)
- Coordinated sales activities and provided backend support for fixed deposit operations and client documentation.
- Assisted the sales team with reporting and tracking, enabling faster turnaround times.
- Strengthened client relationships by ensuring smooth documentation and timely responses.
Sales Coordinator & Operations Executive - Utkarsh Small Finance Bank - Lucknow Zonal Office
(2021-02 - 2021-12)
- Supported the MSME Loan Department by preparing and verifying loan documentation, ensuring compliance and accuracy.
- Collaborated with zonal sales teams to streamline workflows, contributing to the achievement of 95% of quarterly loan disbursement targets.
- Enhance operational efficiency by maintaining accurate records and assisting in audits.
Personal Development - Career Break
(2022-01)
Took a planned break for maternity and childcare.
- Focused on personal development, strengthening MS Office and communication skills, and staying updated with financial sector practices.
Education
Master of Commerce - Commerce - M. G. Kashi Vidhyapith (2019)
Bachelor of Commerce - Commerce - M. G. Kashi Vidhyapith (2017)
12th Grade - UP Board (2014)
10th Grade - UP Board (2012)
