Pooja Ramteke
Senior Relationship Manager - Home Loan
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About
Experienced and client-focused professional with over 4 years in banking, finance, real estate and home loan relationship management, seeking a dynamic role in Banking/ CRM / Post-Sales / Client Servicing / Real Estate Sales. Proven expertise in managing customer portfolios, coordinating with sales & finance teams, and driving collections and satisfaction metrics. Skilled in Excel and Salesforce CRM, with a strong grasp of post-booking procedures and home finance processes.
Experience
Senior Relationship Manager – Home Loan - Proptiger Realty Pvt. Ltd.
(2020-01 - 2020-12)
- Managed home loan services for real estate clients, acting as a bridge between customers, builders, and banking partners.
- Guided buyers through documentation, eligibility, disbursement, and sanctioning processes.
- Coordinated closely with internal CRM and legal teams to align payment schedules and loan releases.
- Maintained strong post-sales relationships, ensuring smooth transition from booking to possession.
- Worked actively on Salesforce CRM for lead tracking, follow-ups, and loan status updates.
- Supported achievement of financial closures on high-value property transactions.
Senior Relationship Manager - Home loan - Indiabulls Housing finance Ltd
(2018-04 - 2020-01)
Personal Banker sales - HDB financial Services
(2016-08 - 2017-12)
Education
Bachelor of Engineering - Computer Science - Nagpur University (2014)
