Anand Trivedi
Dob : 04/10/1993
Surat
Summary
Respectful Loan Officer with 8+ years of hands-on experience evaluating and authorizing housing loans. Dependable professional polished in assembling loan packages, initiating loan applications and analyzing loan programs to match borrower's profile. Communicative team player with in-depth knowledge of banking products and associated services.
Overview
8
8
years of professional experience
Work History
PNB Housing Finance
Area Sales Manager (ASM 1)
Surat
01.2024 - Current
- Loan complete process from take the client onboard to pass the loan to disbursement.
- Maintain team channel and DMA channel.
- Created and updated operational and attested requirement documents of loan and keep it in the database records.
- DMA channel putting relationship with key resources business partner.
HDFC Sales Pvt Ltd.
Assistant Manager I Nov,2016-2017 - Operations I Jan,2018-Dec,2023 - Sales and Business Develoment
Surat
03.2016 - 12.2023
- Loan complete process from take the client onboard to pass the loan to disbursement.
- Proactively identified and solved complex problems impacting process for the approval of loan.
- Created and updated operational and attested requirement documents of loan and keep it in the database records.
- Communicated with departmental leaders to identify and solve daily issues and further communicate the same with junior executives.
- Reviewed monthly disbursement performance reports to drive improvements.
- Monitored external and internal service providers.
- Drove alignment of team members, technology, systems and processes with strategic goals.
- Boosted company profits by optimizing performance strategies and increasing efficiency.
- Set clear goals for myself and junior executives then implement the systems for work and measuring results as well.
Education
MBA - Finance
SMU
Surat05.2016
Bachelor of Commerce - Financial Accounting, Business Economics, Business
DRB
Surat01.2014
License -
IRDAI
SuratHDFC Pan India Contest - Six Time Winner in A Row
Achievements
Skills
- Great technical and operational skills
- well versed to use windows of any series with MS OFFICE efficiency
- Focused in Customer Service and Client Relations
- well versed with Debt and Credit Management
- Excellent Time Management
- well versed with the Knowledge of housing Loan Process and regulatory Compliance
Objective
To utilize my interpersonal skills to the best extent possible, while working individually or in a team and thereby contribute to the organization’s goals. I would welcome a rewarding and challenging job that not only involves my current skills, but will hopefully help me acquire some new ones.
Languages
English
Advanced
C1
Hindi
Proficient
C2
Gujarati
Proficient
C2
Timeline
PNB Housing Finance
Area Sales Manager (ASM 1)
01.2024 - Current
HDFC Sales Pvt Ltd.
Assistant Manager I Nov,2016-2017 - Operations I Jan,2018-Dec,2023 - Sales and Business Develoment
03.2016 - 12.2023
MBA - Finance
SMU
Bachelor of Commerce - Financial Accounting, Business Economics, Business
DRB
License -
IRDAI
HDFC Pan India Contest - Six Time Winner in A Row
Achievements
Similar Profiles
Jagjyot SinghJagjyot Singh
Care Health Insurance at Area Sales Manager, Online Aided - Strategic PartnershipsCare Health Insurance at Area Sales Manager, Online Aided - Strategic Partnerships
MAHESH RMAHESH R
Centrum Housing Finance at Area Sales ManagerCentrum Housing Finance at Area Sales Manager
REVANT EKUNKARREVANT EKUNKAR
Phoenix NeoTech media at Area Sales ManagerPhoenix NeoTech media at Area Sales Manager