Snehal Lad
Customer Relationship| Banking Operations | Sales and Business Development
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About
BE Computer Science and Engineering graduate with experience in customer relationship management, banking and loan processing, sales coordination, business development and HR recruitment, LinkedIn candidate sourcing. Skilled in CRM management, client handling, quotation preparation, loan documentation and cross-functional coordination. Experienced in the solar, insurance, and EdTech industries with a strong focus on customer satisfaction and operational efficiency.
Experience
Customer Executive - Solar Ghar
(2026-04)
- Maintained and updated customer records, lead sheets and daily work reports.
- Handled end-to-end customer interactions, queries and follow-ups.
- Managed the banking and loan applications process for solar installations.
- Handled and applied solar loan applications through the National Portal.
- Coordinated with banks and physically visited bank branches to submit documents and follow up on loan processing.
- Prepared and shared quotations with customers based on their solar installation requirements.
- Managed CRM activities, including lead updates, follow-ups and customer status tracking.
- Coordinated with the sales team to schedule customer visits and ensure smooth communication.
- Monitored loan application progress and coordinated with relevant teams to resolve process- related issues.
- Managed customer coordination throughout the solar installation and financing process.
- Maintained proper documentation and ensured timely updates regarding customer and loan status.
Business Development Team Leader - Ed-Tech
(2025-06 - 2026-02)
- Led a team of 15-20 members and coordinated daily activities.
- Used LinkedIn filters to search, identify, and shortlist suitable candidates based on job requirements.
- Managed candidate Sourcing, recruitment, and interview coordination.
- Handled HR recruitment (80%) and sales activities (20%).
Relationship Manager - Reliance Life Insurance
(2024-01 - 2025-04)
- Explained insurance plans, features, benefits, and policy details to prospective customers.
- Identified customers needs and recommended suitable insurance plans.
- Followed up with prospective clients and converted leads into successful sales.
- Assisted customers with policy applications and documentation.
Education
B.E - computer science and Engineering - Sanjay Ghodawat University, Kolhapur (2017 - 2020)
Computer Science and Engineering - Government Polytechnic, Miraj (2014 - 2017)
