Amul Jaitapkar
Mum
Summary
Results-oriented Disbursement Executive adept at overseeing accurate and efficient disbursement processes. Proven track record in operations, collaborating cross-functionally to ensure compliance and streamline workflows. Strong analytical and communication skills.
Overview
10
10
years of professional experience
Work History
Winpro management pvt ltd.
02.2025 - Current
- Promoted and sold financial products (e.g., loans, credit cards, insurance) directly to customers through field visits and referrals.
- Built and maintained strong client relationships to ensure repeat business and customer satisfaction.
- Generated leads through cold calling, networking, and local marketing strategies.
- Achieved monthly sales targets consistently and contributed to the overall growth of the organization.
- Explained product features, benefits, and eligibility criteria to potential customers clearly and effectively.
- Collected and verified customer documents and coordinated with the back-office team for processing.
Senior Executive
Arthan Finance Pvt. Ltd
09.2021 - 02.2025
- Approving Loan creation of SME (Business Loan & Loan Against Property) and SCF Loans (Supply Chain Finance) in Encore.
- Disbursement of files within defined TAT of Business Loan, Loan Against Property & Supply Chain Finance.
- Validation of KYC through CKYC, Aadhar XML or VKYC of borrower.
- Verifying of all KYC Document as per RBI guideline before disbursement of loan.
- Ensuring fulfillment of all credit precondition such as Sanction conditions, Legal and Technical Report verification & property documents as per Legal report.
- Co-ordinate with all Stake Holders like sales, Credit, FCU on a regular basis for process & policy changes & daily work.
- Execution of Loan agreement in Digio before disbursement.
- Registration of charge with CERSAI (Security perfection).
- Checking customer availability on CKYC portal & entry of new entity on CKYC portal.
- Manages post disbursal document tracking.
- Updating and sending various MIS on daily basis as per requirement of Higher Management.
- Addressed customer inquiries & resolved complaints, ensuring prompt & accurate responses.
- Assisted clients with loan applications, EMI payments, & account-related issues.
- Followed up with clients to ensure timely loan repayment & resolved delinquencies professionally.
Junior Executive
Truebil Co. Pvt. Ltd
07.2019 - 03.2020
- Train new staff on day-to-day operations & specific job duties.
- Responsible for all aspects of service operations pertaining to sales & customers service.
- Maintain customer relations to ensure long growth in sales & profits & retain customers.
- Maintain daily & monthly MIS reports of customers satisfaction & analysis.
Jr. Executive
Shreya Enterprises
02.2016 - 01.2019
- Generate accurate bills according to compliance and medical billing guidelines.
- Analyze medical documents to select and assign the correct procedure, treatment & diagnosis.
- Implementing strategic planning to streamline daily tasks & enhance efficiency.
- Adapted quickly to new data entry systems and software.
Jr. Executive
Jankalyan Sahakari Bank
01.2015 - 01.2016
- Accurate data entry with high attention to detail.
- Maintained confidential while handling sensitive information.
- Created detailed logs and reports for reference and auditing purposes.
- Maintain MIS report by updating new, existing customer & account information.
Education
Bachelor - Commerce
Samyak college
01.2020
HSC -
Somaiya College
01.2014
SSC -
M.K.T Vidyalaya
01.2012
Skills
- Excellent interpersonal skills
- Manage customer complaints
- Multitask oriented
- Ability to work under pressure
Disclaimer
I hereby declare that all the information's given above are true and correct to best of my knowledge.
Languages
- English
- Hindi
- Marathi
Timeline
Winpro management pvt ltd.
02.2025 - Current
Senior Executive
Arthan Finance Pvt. Ltd
09.2021 - 02.2025
Junior Executive
Truebil Co. Pvt. Ltd
07.2019 - 03.2020
Jr. Executive
Shreya Enterprises
02.2016 - 01.2019
Jr. Executive
Jankalyan Sahakari Bank
01.2015 - 01.2016
Bachelor - Commerce
Samyak college
HSC -
Somaiya College
SSC -
M.K.T Vidyalaya
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