Mitesh Shah
Northolt
Summary
Experienced finance professional offering strong foundation in financial analysis and strategic planning. Knowledgeable about budgeting, forecasting, and stakeholder communication. Possesses strong analytical and problem-solving skills, with ability to adapt quickly to new challenges. Excellent written and verbal communication skills, with the ability to explain complex issues to non‑technical clients and produce high‑quality outcomes. Ready to use and develop networking, decision-making, and financial modelling skills in desired role.
Overview
19
19
years of professional experience
Work history
Finance Business Manager
Cargiant Ltd
London
2012.08 - Current
- Managed daily operations to support efficient performance of finance department.
- Assisted customers with car finance applications through face-to-face interactions and phone communications.
- Gathered customer data, including IDs and income proofs, for lender processing while adhering to FCA and GDPR guidelines.
- Supported customers in building their financial understanding, confidence, and long-term wellbeing by assessing their budget and identifying any vulnerabilities.
- Consistently achieved monthly sales targets set by management.
- Facilitated generation and completion of 70–100 finance agreements per month, maintaining strict quality and compliance standards of Industry and regulators.
- Ensured all customer transactions were conducted in accordance with company policies, compliance and regulatory standards.
- Collaborated with lenders and underwriters to facilitate finance solutions.
- Worked alongside account managers and payout teams to meet client timelines and enhance satisfaction.
- Contributed to lead generation and repeat business initiatives to help achieve company financial targets.
- Managed relationships with key stakeholders to facilitate project completion.
- Implemented cost control measures to minimize unnecessary expenditure.
- Established partnerships with other companies for reciprocal growth.
- Established successful partnerships with other companies for mutual growth.
- Winner of all competitions for achieving highest number of 5-star Google reviews for outstanding customer service.
- Expert in using multiple policies, criteria, and financial portals from various stakeholders.
Home Energy Consultant
E.ON UK plc
Swindon, SWD
2011.09 - 2012.10
- Assisted in meeting daily, weekly, and monthly sales targets in competitive energy market through cold calling.
- Supported product knowledge for gas, electric, and other company offerings to enhance customer interactions.
- Engaged with customers directly to facilitate sales processes and build relationships.
- Direct Sales DOOR TO DOOR and managing more than 100 doors each day.
Area Sales Manager
SCOTTISH & SOUTHER ENERGY PLC, SDMS
London And Reading
2006.11 - 2011.07
- Assisted in direct sales through door-to-door cold calling.
- Built high-performing teams to achieve organizational objectives.
- Supported & Managed team of 12-15 members in achieving daily, weekly, and monthly targets.
- Reported progress to regional manager on daily basis.
- Provided training and mentoring to new team members in-house and on field.
- Handled complaints and offered feedback to team members on individual basis.
- Ensured compliance within team.
- Set targets and motivated team to achieve company goals for various products.
- Consistently delivered results under pressure to help team achieve sales targets.
Education
LIBF Level 3 - Certificate in Mortgage Advice and Practice (CeMAP®)
The London Institute of Banking & Finance
London2022-06
LIBF Level 3 - Certificate for Automotive Finance Specialists (CertAutoFS)
The London Institute of Banking & Finance
London2016-03
Bachelor (Honours) degree - Electronics and Communication
North Maharashtra University
JalgaonSkills
- Presentation: Developed ability to produce reports & presentation to professional standard
- Analysis & Evaluation: Proficient in assessing data & formulating solutions
- Organizational: Effective at time management & prioritizing tasks to achieve deadlines with KPIs monitoring
- Interpersonal/Communication: Teamwork, Leadership, Creativity, Problem solving ability and Good Communication Skills Ability to work independently
- Working collaboratively with stakeholders by organizing meetings, asking right questions, discussing existing & new strategies for closing outstanding actions to ensure effective service delivery
- SWOT analysis, Clients relations and clients service quality
- Customer relationship management in way that is fair, clear and not misleading
- Excellent documentation & report writing skills
- Recruiting and hiring Coaching, mentoring & Staff supervision
- Computer: Microsoft office software, Data backup, Installing OS, Assembling hardware
- Other Languages: Gujarati & Hindi
- Ready to accept new challenges with can do attitude and learn new skills for required job role
Timeline
Finance Business Manager
Cargiant Ltd
2012.08 - Current
Home Energy Consultant
E.ON UK plc
2011.09 - 2012.10
Area Sales Manager
SCOTTISH & SOUTHER ENERGY PLC, SDMS
2006.11 - 2011.07
LIBF Level 3 - Certificate in Mortgage Advice and Practice (CeMAP®)
The London Institute of Banking & Finance
LIBF Level 3 - Certificate for Automotive Finance Specialists (CertAutoFS)
The London Institute of Banking & Finance
Bachelor (Honours) degree - Electronics and Communication
North Maharashtra University