Swapnil Mehta
Finance and Sales Professional
About
Results-driven finance and sales professional with over 5 years of experience in banking, NBFCs, insurance, loan processing, credit assessment, sales coordination, and customer relationship management.
Experience
Credit Executive
L&T Financial Services
July 2022 – March 2023
Managed home loan and Loan Against Property credit processes; reviewed loan applications; evaluated financial profiles, credit scores, financial ratios, and eligibility; coordinated customer verification and documentation; maintained loan records; prepared financial spreadsheets to support credit decisions.
Sales Coordinator
IDFC FIRST Bank
November 2021 – June 2022
Coordinated the complete loan process from application login to disbursement, managed Loan Against Property cases, worked with DSAs on sourcing and processing, and coordinated between customers, sales teams, and operations.
Sales Coordinator – STUL Product
Aditya Birla Finance Limited (ABFL)
December 2019 – July 2020
Supported customer validation and documentation, managed onboarding activities, coordinated end-to-end loan processing from login to disbursement, and maintained communication with customers and internal departments.
Unit Manager
ICICI Prudential Life Insurance
November 2017 – December 2018
Led customer acquisition and relationship management, identified business opportunities through market analysis, managed customer onboarding and policy servicing, guided customers on financial products, and supported retention, revenue growth, and team performance.
Marketing Lead
Cosmos Educare Service Pvt. Ltd.
October 2015 – May 2017
Managed student recruitment and admissions, coordinated examinations and academic schedules, assisted with policy implementation and event planning, prepared reports, maintained institutional data, and organized committee and academic board meetings.
Education
Uttarakhand Technical University, Dehradun
Bachelor of Technology (B.Tech), Electronics & Communication Engineering
2011 – 2015
Percentage: 58%
Beverly Hills School, Dehradun
Class XII (CBSE)
2011
Percentage: 60%
Beverly Hills School, Dehradun
Class X (CBSE)
2009
Percentage: 58%