Simone Saldanha
Broker Account Analyst with 2.5 years of experience
Talent
MumbaiMember since May 16, 2026
SalesforceMS OfficeGoogle WorkspaceBroker Account MangementLender/Partner OnboardingDocumentationClient RetentionAnalytical ThinkingProblem SolvingCollabrationInternational SalesCRM SoftwareStakeholder ComunicationMS-CITCiti - Investment Banking
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SalesforceMS OfficeGoogle WorkspaceBroker Account MangementLender/Partner Onboarding
About
Diligent and earnest individual with experience in business funding, lender relationship management, deal assessment, client servicing and retention. Skilled in communication, analytical thinking, and cross-functional coordination, with the ability to perform effectively in fast-paced environments.
Experience
Infinity Funding - Broker Account Analyst (Apr 25 - May 26)
- Analysed business finance applications to match clients with suitable lenders.
- Coordinated with underwriters and lenders for smooth progression of applications.
- Managed approvals, offers, payouts and commission tracking.
- Maintained operational efficiency and service quality.
Infinity Funding - Funding Expert (May 24 - Apr 25)
- Prepared and managed business finance applications for company directors in UK.
- Assessed financial documentation and funding solutions.
- Supported directors throughout the funding process aligned with business needs.
- Built strong client relationships.
Team Ultima (Aditya Birla Finance) - Customer Service Executive (Dec 23 - May 24)
- Maintained accurate customer records using CRM systems.
- Handled renewals, retention strategies and financing requirements.
- Promoted relevant business loan products through upselling and cross-selling.
- Resolved customer concerns professionally.
Education
St. Xavier's College — BSc Microbiology & Biochemistry | 2023
Bhavan's College- HSC Science | 2020
Divine Child High School and Junior College- SSC | 2018
