Relationship Manager-Tractor Loan at IDFC First Bank Ltd (2023-04 – Present)
- Oversee tractor loan sourcing activities, including lead generation, customer coordination, CPV, documentation and loan application filing, ensuring adherence to bank guidelines across Tohana, Narwana, Uchana, Barwala and Uklana markets
- Lead and mentor a team of 5 executives, driving business generation, sales productivity and daily performance.
- Consistently achieving approx. 200% of monthly business targets through effective market development, dealer engagement and customer relationship management.
- Maintain an exceptional 99.96 collection performance consistently for the last three years.
- Build and strengthen relationships with tractor dealers, customers and local market stakeholders to drive sustainable business growth.
Assistant Manager (M1 Grade) at Kotak Mahindra Bank (2021-03 – 2023-04)
- Developed repeat business by providing exceptional customer service and consistently following up with clients and leads, resulting in customer satisfaction of 99%
- Maximized conversion rate by developing strong interpersonal relationships and communicating proactively with the operations staff and customers
- Ensured accuracy and completeness of each loan application and system information.
- Coordinated with customers and senior management to address requirements, track performance and identify area of improvement
Senior Sales Officer at HDB Financial Services (2019-02 – 2021-03)
- Consistently achieved 100% assigned quarterly targets.
- Ensured 100% loan application completion by developing a tracking checklist and consistently following up with the operations team and customers
- Managed collection and preparation of loan, credit and appraisal documents required for complete loan files.
- Maintained accurate loan records and Monitored market and competitor trends to support business decision
Salesman at Escort Agency (2016-10 – 2018-12)
- Built a strong client network for agricultural product sales through in-person and telephonic communications
- Consistently achieved assigned sales targets through effective customer engagement and product recommendations.
- Generated leads and developed strong customer relation within the assigned territory.
- Followed up with customers after sales to gather feedback and improve customer satisfaction.