Janki Soni

Customer-focused professional with 5 years of experience in banking operations, customer service, and B2B/B2C communication. Skilled in handling customer interactions via calls, email, and chat, resolving issues, and delivering high-quality service. Strong knowledge of CRM systems, compliance, and financial services.

Assistant Manager at Axis Bank (2024-05 – 2025-08)

• Handling inbound and outbound customer queries via calls and email.
• Providing clear information on banking products, services, and transactions.
• Resolving account and digital banking issues with a customer-first approach.
• Performed cross-selling of financial products based on customer needs.
• Maintained accurate records in CRM systems.
• Ensured compliance with banking regulations, KYC/AML guidelines.
• Managed escalations, fraud cases, and disputes for timely resolution.

Funding Expert at Infinity Funding Ltd (2022-10 – 2024-04)

• Managed client communication with UK-based business directors via phone and email for regular follow-ups and updates.
• Collected and verified required documentation for loan and funding applications, ensuring accuracy and compliance.
• Coordinated with brokers and lenders to track loan application status, approvals, and disbursements.
• Successfully closed funding deals by presenting approved loan offers and interest rates to clients.
• Handled B2B sales operations, maintaining strong relationships with corporate clients and driving repeat business.
• Collaborated with the collections team to monitor outstanding payments and ensure timely recovery.
• Shared client payment updates, escalations, and commitments with legal and finance teams to support smooth cash flow management.

Advisor at Tech Mahindra (2020-09 – 2022-09)

• Delivered end-to-end customer support and sales solutions, from initial consultation to successful deal closure.
• Assisted customers with new contract onboarding, ensuring clarity, accuracy, and seamless experience.
• Lead team briefings and knowledge-sharing sessions to improve performance and align with business goals.
• Contributed to revenue growth through effective sales techniques and customer engagement strategies.
• Ensured high levels of customer satisfaction by resolving queries efficiently and professionally.

Bachelor of Arts (2011)