Neha Yadav

Energizer
DISC Type : I

Customer experience officer at Respo Financial Capital Pvt. Ltd.

Mumbai, Maharashtra, India

Overview

Neha Yadav is a customer-focused professional at Zype with a background in financial services, customer experience, and credit collections. She is skilled in resolving client issues, managing financial files, and supporting team members to ensure customer satisfaction. She holds a Bachelor of banking and insurance from Sankar Narayan college.

Her career consistently demonstrates a hands-on approach to front-line customer interaction and problem-solving within the financial industry.

Personality Overview

Big Picture Person

Enthusiastic

Imaginative

They are people oriented, friendly and like creating new connections.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Customer Experience
Her career progression includes roles like "Customer experience officer" and "Customer sales experience officer, " focusing on handling client queries and resolving issues.
Financial Services
Her entire career, including roles at HDB Financial Services and Respo Financial Capital, and her banking and insurance degree are rooted in this industry.
Credit & Collections
She has direct experience as a "Collection Agent" and "Credit Collections Specialist, " managing consumer inquiries and collecting payments.

Media Appearances

Neha has no verified media appearances

Work History

6-2025
Customer experience officer at Respo Financial Capital Pvt. Ltd.
11-2023 - 6-2025
Customer sales experience officer at TNT Business Services Pvt. Ltd.
4-2023 - 11-2023
Collection Agent at Quess Corp Limited
2-2021 - 12-2022
Credit Collections Specialist at HDB Financial Services Ltd.
5-2018 - 5-2019
Administrative Clerk at R.H.Mehta company

Education

7-2017 - 10-2020
Sankar Narayan college Bachelor of banking and insurance from Trinity English school

More Information

Social Presence :

Prographics :

Exp : 5 Location : Mumbai, Maharashtra, India Job Level : N/A Designation : Customer experience officer at Respo Financial Capital Pvt. Ltd.
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Insights For Selling To Neha

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Invite them for a lunch or a drink/coffee
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Avoid overloading them with too much detail
  • Avoid cutting into their flow
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Neha is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Neha

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Neha move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Neha take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Neha

Personality Compatibility


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