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ATIT PARE
NAVIMUMBAI,Maharashtra
Summary
Dynamic Business Head with extensive experience at Konkan Financial Capital, excelling in retail asset sourcing and customer portfolio management. Proven track record in training teams and enhancing sales productivity. Adept at leveraging loan product knowledge to drive growth and foster strong client relationships, achieving significant portfolio expansion.
Overview
20
20
years of professional experience
Work History
Business Head
Konkan Financial Capital (Fincap) Ltd.
04.2024 - 03.2024
- Sourced retail asset products such as Loan against Property.
- Ensured resourcing and training of BM/RM/SM in collaboration with product sales team to support sales efforts.
- Monitored and reviewed daily activities of team members to ensure compliance with company standards. BM/RM/SM activities daily, maintain sales reports & ensure BDR productivity.
Financial Consultant
04.2017 - 01.2023
- To interview the prospective clients, to determine the needs of the consumer and to get details about the information pertinent to the loan application.
- To request all the information that may be necessary for the evaluation of the loan application like the credit reports.
- To gather the financial details of the client and to suggest him/her the accurate loan product that suits his/her requirements.
- To provide knowledge to the clients regarding how the credit quality can be improved in case a loan needs to be approved in the near future by the lender.
- Informed clients of credit decisions and outlined necessary steps and conditions to successfully close loans.
- Educated clients on improving credit quality to enhance chances of loan approval in the future.
- To ensure data integrity in the system by entering accurate data into the system and making sure that the loan agreements are complete and accurate.
LAP-SALES MANAGER
AXIS BANK Ltd
06.2016 - 02.2017
- Sourced retail asset products in the branch and nearby catchment.
- Conducted RO resourcing and training with the product sales team.
- Achieved managed portfolio penetration through collaboration with PB and RM.
- Monitored and reviewed RO activities daily, maintained sales reports, and ensured BDR productivity.
RELATIONSHIP MANAGER
HDFC BANK Ltd
01.2015 - 05.2016
- Sourced Current a/c, SB a/c, FD/RD, and portfolio managers while achieving monthly income targets.
- And also ensure increasing portfolio size with Current a/c saving a/c and FD.
- My portfolio size was 29 Cr when I took over and now it is 42 Cr in Jan 2015.
ASSET DESK MANAGER
HDFC BANK Ltd
01.2012 - 01.2015
- Sourced retail asset products for branch and nearby catchment area.
- Achieved managed portfolio penetration through collaboration with PB and RM.
- Work closely with product sales team & act as 1 point contact for branch & product team.
- Facilitated BDR resourcing and training in collaboration with the product sales team.
- Ensure branch is updated on all offers / policy / interest rates etc.
- Maintained customer intelligence on profiles and competitive offerings.
- Facilitated various loan options including home loans, education loans, and personal loans to meet customer needs.
Relationship Manager
Aditya Birla Money Ltd
05.2011 - 12.2011
- Sold De-mat accounts, life insurance, general insurance, equity market derivatives, commodities, mutual funds, real estate, FD& LAS, and LAP ESOP funding A/C.
- Cultivated strong client relationships through regular follow-up and personalized service.
- Managed client portfolios to ensure satisfaction and loyalty with banking products.
- Conducted financial consultations to identify clients' needs and recommend solutions.
DEVELOPMENT MANAGER
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD
04.2010 - 03.2011
- Recruit insurance advisors through targeted outreach and networking efforts., Training, motivating & managing the advisors.
- Led project management initiatives for new insurance product development.
- Collaborated with cross-functional teams to enhance customer service processes.
- Managed stakeholder communications to ensure alignment on strategic goals.
SALES DEVELOPMENT MANAGER
HDFC STANDARD LIFE INSURANCE COMPANY LTD
03.2009 - 03.2010
- Achievement of monthly Sales Target.
- Set and reviewed targets for advisors, consistently increasing goals to drive sales growth.
- Achieved monthly sales targets by implementing effective sales strategies.
- Conducted review meetings with advisors to assess performance and set goals.
Relationship Manager
ICICI SECURITIES LTD
02.2008 - 03.2009
- Sold De-mat accounts, life insurance, general insurance, equity market derivatives, commodities, and mutual funds, contributing to revenue growth.
- Generated business through existing client referrals, cold calls, and company-provided leads.
- Cultivated strong client relationships to enhance customer loyalty and satisfaction.
- Managed client portfolios to ensure alignment with financial goals and objectives.
- Provided expert advice on banking products and services to meet client needs.
Associate
IL&FS INVESTMART SECURITIES LTD
09.2004 - 12.2007
- Sold de-mat and online trading accounts to clients through personalized consultations.
- Marketed a range of financial products to attract new clients and increase brand awareness.
- Created awareness campaigns for financial products to inform clients about available options.
Education
P.G. diploma in investment And portfolio Management (MBA) -
I.B.M.S. Mumbai
Mumbai01-2011
P.G.Diploma - International Trade. & Import-export management
Bhartiya Vidya Bhavans
NAGPUR MAHARASHTRA01-2006
B.Com -
G.S. College Nagpur University
Nagpur01-2002
Skills
- Loan product knowledge
- Retail asset sourcing
- Customer portfolio management
- Portfolio management
- Retail finance expertise
- Sales reporting
- Team training
Languages
- English
- Hindi
Personal Information
- Father's Name: Shree Manoharlal Ji Pare
- Date of Birth: 09/11/81
- Nationality: Indian
Extracurricular Activities
Participated in N.S.S.
Timeline
Business Head
Konkan Financial Capital (Fincap) Ltd.
04.2024 - 03.2024
Financial Consultant
04.2017 - 01.2023
LAP-SALES MANAGER
AXIS BANK Ltd
06.2016 - 02.2017
RELATIONSHIP MANAGER
HDFC BANK Ltd
01.2015 - 05.2016
ASSET DESK MANAGER
HDFC BANK Ltd
01.2012 - 01.2015
Relationship Manager
Aditya Birla Money Ltd
05.2011 - 12.2011
DEVELOPMENT MANAGER
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD
04.2010 - 03.2011
SALES DEVELOPMENT MANAGER
HDFC STANDARD LIFE INSURANCE COMPANY LTD
03.2009 - 03.2010
Relationship Manager
ICICI SECURITIES LTD
02.2008 - 03.2009
Associate
IL&FS INVESTMART SECURITIES LTD
09.2004 - 12.2007
P.G. diploma in investment And portfolio Management (MBA) -
I.B.M.S. Mumbai
P.G.Diploma - International Trade. & Import-export management
Bhartiya Vidya Bhavans
B.Com -
G.S. College Nagpur University