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Amit Kumar

Branch Operations | CASA | HL, BL, PL & LAP Sales | NBFC Operations

Talent
New DelhiMember since June 27, 2026
CASA Sales & AcquisitionHome Loan (HL) SalesBusiness Loan (BL) SalesPersonal Loan (PL) SalesLoan Against Property (LAP)Credit Card SalesBranch Operations ManagementLoan Processing & DocumentationCustomer Relationship ManagementFunding & DisbursementCross-Selling Financial ProductsTeam Handling & LeadershipMIS Reporting & ComplianceField Operations & VerificationCRM & Banking SoftwareMS ExcelCRM SoftwareLoan Processing SystemsMIS Reporting
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CASA Sales & AcquisitionHome Loan (HL) SalesBusiness Loan (BL) SalesPersonal Loan (PL) SalesLoan Against Property (LAP)

About

Dynamic Banking & NBFC professional with 9+ years of experience in CASA Sales, Home Loans (HL), Business Loans (BL), Personal Loans (PL), Loan Against Property (LAP), Credit Card Sales, Branch Operations, Loan Processing, Customer Relationship Management, and Team Handling. Experienced in sourcing new customers, managing end-to-end loan processing, cross-selling banking products, handling funding/disbursement coordination, and maintaining operational compliance. Strong ability to achieve sales targets, lead teams, and build long-term customer relationships.

Experience

Team Leader – Sales - Raghavi Finance Limited

(2025-09 - 2026-01)

  • Managed sales portfolio of ₹15–21 Crore and achieved business targets.
  • Led and supervised a team of 30–45 sales executives and field staff.
  • Handled customer acquisition, relationship management, and sales conversion.
  • Prepared MIS reports and monitored team performance.

Team Supervisor – Operations & Sales - Future Solutions

(2023-07 - 2025-08)

  • Handled CASA acquisition along with sales of HL, BL, PL, LAP, and Credit Card products.
  • Managed end-to-end loan processing, customer onboarding, and documentation verification.
  • Coordinated with banks/NBFCs for approvals, sanction, and disbursement.
  • Achieved sales targets through customer relationship management and lead conversion.

Team Supervisor – Banking Operations - Future Solutions

(2019-03 - 2021-04)

  • Handled banking operations, customer onboarding, and account opening processes.
  • Supported loan processing and sales operations for multiple banking products.
  • Maintained customer records, documentation, and compliance processes.

Team Supervisor – Field Operations - Konexions

(2015-04 - 2019-03)

  • Managed field verification, documentation, and operational support activities.
  • Handled customer interaction and ensured timely completion of verification processes.
  • Maintained operational accuracy and reporting standards.

Education

BA - Dr. Bhim Rao Ambedkar University

MBA - Finance - IGNOU

Skills

Branch OperationsCASAPL & LAP SalesNBFC Operations

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