Associate Relationship Manager - IDFC FIRST Bank Limited
(2026-05)
- Source Loan Against Property (LAP) cases across urban and rural markets using direct.
- Analyze and verify urban and rural property documents for Equitable Mortgage (EM) and Registered Mortgage (RM) compliance
- Analyze customer financial profiles and credit histories to align loan structures with internal bank risk parameters.
Assistant Manager - HDFC Bank Ltd.
(2025-08 - 2026-05)
- Managed Gram Samvad initiatives across multiple rural and village locations to boost community engagement.
- Debt collection/Recovery.
- Engaged with high-net-worth clients to pitch and source high-value Kisan Shakti and Kisan Samriddhi loans.
- Evaluated applicant credit history and financial health to streamline Kisan Credit Card (KCC) loan approvals.
- Managed customer portfolios and drove cross-selling initiatives for Fixed Deposits (FD), Life Insurance, and General Insurance.
Sales Officer - HDFC Bank Ltd.
(2023-09 - 2025-07)
- Generated high-quality leads for Kisan Credit Card (KCC) loans to meet monthly sales targets.
- Meet the Customer to taking a KCC loan get a Important Information about to old Credit history, analyze customer financial condition status.
- Portfolio Management Customer Relations Cross Sale
- Coordinated and secured necessary structural approvals,and interest rate approvals.
- Maintained and updated Management Information Systems (MIS) daily for accurate sales reporting
Rural sales executive - HDB Financial Services Ltd.
(2022-10 - 2023-09)
- Sourced and generated potential leads for Kisan Credit Card (KCC) loans in rural markets.
- Organized and executed Gram Samvad programs across multiple villages to build financial awareness.
- Collaborated effectively with team members and accurately maintained daily customer databases.
- Conducted client meetings to analyze credit histories and assess overall financial health for loan viability
