Relationship Officer - Credit Saison India Pvt Ltd
(2025-08 - 2025-12)
- Developed new business opportunities plans and attaining sales goals and generate revenues through the business.
- Visit Connectors, Customer Meetings with them regarding loan files.
Business Development Executive - Ugro Capital
(2024-08 - 2025-07)
- Developed new business opportunities plans and attaining sales goals and generate revenues through the business.
- Daily Visit on DSA and Connectors, Customer Meetings with them regarding loan files.
Sales Officer - Hinduja Housing Finance
(2023-11 - 2024-08)
- Developed new business opportunities plans and attaining sales goals and generate revenues through the business.
- Daily Visit on DSA and Connectors, Builders, Customer Meetings with them regarding loan files.
Recovery Manager - Vriddhi Finance (Mumbai)
(2021-12 - 2023-08)
- Daily Visit NPA Groups and customers, Meetings with them regarding loan recovery.
- Handling Daily Office Work.
Branch Manager - Svasti Microfinance Company Pvt Ltd. (Mumbai)
(2019-08 - 2020-07)
- Managing day to day Administration & operations in branch.
- Developing business plans and attaining sales goals and generate revenues trough the business.
- Team Handling
- Daily Collections & Meetings with Employee & Customer.
- Handling Daily Office Work, Customer Meetings.
Assistant Branch Manager - Svasti Microfinance Company Pvt Ltd. (Mumbai)
(2017-09 - 2019-07)
- Svasti serve Business Loan (Group Loan) products to customer.
- New Files Logins, Salvation all Quires in files.
- Daily Collections Issues Handling & Meetings with Customer.
- Handling Walk in Customers & given information about their need.
- Maintain Daily Office work records, All Registers Updating.
- Daily Cash Collection from CRM & Depositing in Bank.
- Evaluation of the loan eligibility of the customers, credit evaluation of the customers income, Legal Analysis & Preparation of the Case.
Customer Relationship Manager - Svasti Microfinance Company Pvt Ltd. (Mumbai)
(2015-05 - 2017-08)
- To make a relationship with old customer, searching new business loan through cold calling in the Given Area.
- Checking credit worthiness of all our customers and evaluation of financial condition of all our customers and Making New Group.
- Evaluation of the Loan Eligibility of the Customers. Credit Evaluation of the Customers income, Legal Analysis. & Preparation of the Case.
- After disbursement doing calling to customer and given information about their upcoming weekly collection installment.
- Cross Sales other financial products i.e. LAP ( loan again property ), Health Insurance, Life insurance, Mobile, EF.
Business Executive (Car Loan) - Axis Securities ( Mumbai )
(2013-12 - 2015-03)
- Meet sales target by securing new quality loans and the portfolio mix of products and customers.
- Maintain good business relationship with internal and external stakeholders.
- Ensure documents for loan application received from dealer / customer are in accordance to guidelines requirement.
- Constantly update dealers on the status of cases submitted on daily basis.
- Conducted site visits on customers office / residence for documents collections when required.
Sr. Sales Officer (Business Loan) - HDB Finance ( Nashik )
(2011-02 - 2013-05)
- Maintains relationships with clients by providing support, information, and guidance to customer.
- To make a relationship with new customer, searching new open market business through Cold calling.
Relationship Officer (Business Loan) - Fullerton India Credit Company ( Sangammer )
(2007-11 - 2010-03)
Fullerton India is a subsidiary organization of Temasek Holdings, whick is a investment arm of Singapore Government. Fullerton operates in India different segments of CMM (self Employed)
- CMM division serves diffferent products to customers like Small ticket PL, High Ticket PL, Home Loan, Home equity (Loan against property), Asset Based Funding (Commercial vehical).
- To make a relationship with old customer, searching new business through cold calling in the market.
- Checking credit worthiness of all our customers and evaluation of financial condition of all our customers and Collect the file.
- Evaluation of the Loan Eligibility of the Customers. Credit Evaluation of the Customers income. Bank Analysis, Legal Analysis. & Preparation of the Case.
- Cross selling of life insurance and General Insurance.