Assistant Manager - CRM (Home Loan) Banker - ARKADE DEVELOPERS LTD
(2026-02)
- Handling Home loans
- Meet with Loan applicants to identify their needs and collect information for loan applications.
- Handling Mortgage loans
- Interview applicants to define financial eligibility and established debt payment plans.
- Submit loan applications in a timely manner.
- Complete Loan contracts and teach clients on policies and regulations.
- Prepare complete loan proposal.
- Coordinate with loan processor
- Work with funding department to ensure timely disbursement.
- Focus on Renewals.
- Responsible to build the good relationship with chaneel partner and driving business.
- Handling customers and selling insurance products to the channel mortgage loan customers.
- Maintain Relationship with the
- Relationship & Motivation of Branch staff to help generate lead.Focus on Advisory and FC retention
- Focus on customer retention.
Assistant Manager - CRM (Home Loan) - LABDHI LIFESTYLE LTD
(2021-07 - 2026-01)
- Handling Home loans
- Meet with Loan applicants to identify their needs and collect information for loan applications.
- Handling Mortgage loans
- Interview applicants to define financial eligibility and established debt payment plans.
- Submit loan applications in a timely manner.
- Complete Loan contracts and teach clients on policies and regulations.
- Prepare complete loan proposal.
- Coordinate with loan processor
- Work with funding department to ensure timely disbursement.
- Focus on Renewals.
- Responsible to build the good relationship with chaneel partner and driving business.
- Handling customers and selling insurance products to the channel mortgage loan customers.
- Maintain Relationship with the
- Relationship & Motivation of Branch staff to help generate lead.Focus on Advisory and FC retention
- Focus on customer retention.
Home Loan Manager - ASHAR GROUP
(2020-02 - 2020-07)
- Handling Home loans
- Meet with Loan applicants to identify their needs and collect information for loan applications.
- Handling Mortgage loans
- Interview applicants to define financial eligibility and established debt payment plans.
- Submit loan applications in a timely manner.
- Complete Loan contracts and teach clients on policies and regulations.
- Prepare complete loan proposal.
- Coordinate with loan processor
- Work with funding department to ensure timely disbursement.
- Focus on Renewals.
- Responsible to build the good relationship with chaneel partner and driving business.
- Handling customers and selling insurance products to the channel mortgage loan customers.
- Maintain Relationship with the
- Relationship & Motivation of Branch staff to help generate lead.Focus on Advisory and FC retention
- Focus on customer retention.
Loan officer - JAY GAJANAN MDS (DSA)
(2016-09)
- Handling Home loans
- Meet with Loan applicants to identify their needs and collect information for loan applications.
- Handling Mortgage loans
- Interview applicants to define financial eligibility and established debt payment plans.
- Submit loan applications in a timely manner.
- Complete Loan contracts and teach clients on policies and regulations.
- Prepare complete loan proposal.
- Coordinate with loan processor
- Work with funding department to ensure timely disbursement.
- Focus on Renewals.
- Responsible to build the good relationship with chaneel partner and driving business.
- Handling customers and selling insurance products to the channel mortgage loan customers.
- Maintain Relationship with the
- Relationship & Motivation of Branch staff to help generate lead.Focus on Advisory and FC retention
- Focus on customer retention.
Assistant Manager (Kalyan) - Lokhit Bharti Credit cooperative society LTD Multy state - Kalyan
(2014-12 - 2016-08)
- Retaining the existing clients and adding new client base.
- Handling DSA Channel.
- Getting leads from DSA and close them.
- Responsible for establishing & strengthening relationship with customers in bank.
- Strong follow up on leads.
- Trying to achieve the set target, with good return value of the Company. Solving various back and customer queries and maintaining good relation with the clients.
- To Motivate the Field Associate members for doing business.
- Developing new and expanding existing High Net worth Customer relationships for
- Sources new bank customers through external individual efforts and acquisition channel.
- Cross sells bank products to existing set of Branch customers which are mapped, Informs customers of new products or product enhancements to further expand the banking relationship.
- Maintains complete relationship record for assigned customer accounts
Channel Partner - M.K.ASSOCIATE (DSA) HDFC IIFL RELIGARE
(2012-04-02 - 2014-11)
- Sourcing business from open market.
- Retaining the existing clients and adding new client base.
- Trying to achieve the set target, with good return value of the Company.
- Solving various back and customer queries and maintaining good relation with the clients.
- Apart from construction equipment finance selling various financial products like General Insurance, Current Accounts etc.
- Looking after recovery of Client.
- Managing the client's documentation till the stage of NOC issue.
Branch Banking Executive (Infrastructure Finance Group) - HDFC BANK LTD.
(2010-10-04 - 2012-01-09)
- Checking cibil of a customers.
- Retaining the existing clients and adding new client base.
- Solving various back and customer queries and maintaining good relation with the clients.
- Apart from construction equipment finance selling various financial products like General Insurance, Current Accounts etc.
- Looking after recovery of Client.
- Managing the client's documentation till the stage of NOC issue.
