Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Disclaimer
Personal Information
Languages
Timeline
Generic
Bhagwat Shirsat
Open To Work
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Bhagwat Shirsat

Pune

Work Preference

Job Search Status

Open to work
Desired start date: Immediately

Desired Job Title

Relationship ManagerArea Sales ManagerAutomobile Sales RepresentativeBanking AssociateReal Estate Consultant

Work Type

Full Time

Location Preference

On-SiteHybrid
Location: Pune, MaharashtraPune, MH
Open to relocation: Yes

Important To Me

Career advancementWork-life balanceCompany CultureHealthcare benefitsTeam Building / Company Retreats

Summary

Dedicated Customer Service Professional demonstrating strong multitasking and time management capabilities. Delivered positive experiences for customers through organized practices and effective pressure management. Adapted to new challenges, enhancing organizational brand and meeting company needs.

Overview

3
3
Languages
1
1
Certification
11
11
years of professional experience

Work History

Founder partner

M S Organic
Pune
05.2025 - Current
  • Established organic farming practices to enhance product quality and sustainability.
  • Developed marketing strategies to promote organic products to target customers.
  • Oversaw marketing initiatives to increase brand visibility and consumer engagement.
  • Managed supply chain logistics for efficient procurement and distribution of goods.
  • Coordinated with local farmers to source high-quality organic materials.
  • Oversaw financial planning and budgeting for operational expenses and investments.
  • Cultivated relationships with customers to foster loyalty and repeat business.

Relationship Manager

Sellon Finserve Pvt Ltd
Pune
06.2024 - 03.2025
  • Managed client relationships to ensure satisfaction and retention.
  • Advised clients on financial products tailored to their needs.
  • Conducted regular follow-ups to maintain engagement with clients.
  • Resolved escalated customer issues efficiently and effectively within established timelines.
  • Developed presentations for client meetings to explain services clearly.
  • Coordinated loan processing and documentation for applicants effectively.
  • Home loan and mortgage loan sales for open market and in-house customer.

Relationship Manager,

HDFC BANK LTD.
Pune
01.2023 - 04.2024
  • Managed client relationships to enhance customer satisfaction and loyalty.
  • Coordination with all products sales team and third party products team.
  • Oversaw Branch profit management.
  • Handled escalated customer issues promptly and effectively within established timelines.
  • Evaluated customer feedback to identify areas of improvement in products or services offered.
  • Implemented CRM systems for tracking client interactions and improving service delivery.
  • Built positive and productive customer connections to drive consistent sales.
  • Conducted needs assessments to recommend appropriate banking products and services.
  • Resolved client inquiries and issues promptly to maintain positive relationships.
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
  • Ensured branch achieved financial targets and profitability.

Area Sales Manager

INDUSIND BANK LTD.
Pune
08.2022 - 01.2023
  • Onboarding channel partners.
  • Provided training sessions for channel partners and their staff to improve product knowledge.
  • Sourcing Home Loan Business from channel partners.
  • Collaborated with cross-functional teams to streamline sales processes and initiatives.
  • Conducted market research to identify trends and opportunities for growth.
  • Maintained relationships with existing clients to ensure their satisfaction with products and services offered.
  • On boarding channel partners.
  • Conducted field rides with sales personnel to provide in-the-field coaching and training.

Deputy Manager (Home Loan Expert)

ICICI BANK LTD.
Pune
11.2018 - 08.2022
  • Evaluated loan applications for accuracy and completeness before submission.
  • Onboarded customers and guided them through entire home loan process to ensure a smooth transaction.
  • Informed customers of loan application requirements and deadlines.
  • Collaborated with sales teams to promote home loan offerings effectively.
  • Coordinated communication between multiple parties involved in the home loan process.
  • Coordinated branch activities to streamline workflow and enhance operational efficiency.
  • Onboard customer and assist them through whole journey till the end of complete sale
  • Managed daily operations and ensured compliance with banking regulations.
  • Evaluated customer needs and suggested appropriate financial solutions.
  • Provided technical assistance and advice to subordinates.
  • Analyzed transaction reports for discrepancies and resolved issues promptly.
  • Coordinated with other departments to ensure smooth functioning of activities.
  • Maintained records of all operational activities for future reference.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Sourcing of all Assets and Liability Business from Branch walking and cold calling.

Customer Relation Executive

Tata Capital Housing Finance Ltd
Pune
05.2018 - 11.2018
  • Sourced home loan business from builders and connectors channel, enhancing client relationships.
  • Conducted cold calls and presented home loan products, generating interest and inquiries.
  • Visited customers' houses to present products, improving engagement and understanding of client needs.
  • Ensured accuracy and completeness of loan documentation and file preparation.
  • Entered files into the system to maintain organization to system and follow up for sanction.
  • Post sanction process involvement for disbursement.

Relationship Manager

HDFC Credila financial services Pvt Ltd
Pune
12.2016 - 02.2018
  • Sourced education loan business from partners and colleges through various channels to expand client base.
  • Engaged in cold calling to establish initial contact with prospects. and education loan product presentation.
  • Prepared and documented files for loan applications, ensuring compliance and accuracy for smoother processing.
  • Executed cold calls and presented education loan products to prospective clients, enhancing product visibility.
  • Customer house visit and product presentation.
  • Documentation and file preparation.
  • File login to system and follow up for sanction.
  • Post sanction process involvement for disbursement.

Loan Officer

Ujjivan Financial Services Ltd
Pune
07.2015 - 09.2016
  • Evaluated loan applications for eligibility and compliance with company policies.
  • Reviewed credit histories, income statements, and other financial information of loan applicants.
  • Financial analysis of customer household Incomes.
  • Organized loan documentation for approval meetings.
  • Executed disbursement process for approved loans to ensure timely funding.
  • Delinquency management and collection of delayed repayment.
  • Reported daily to program manager on loan processing status and branch performance.
  • Participated in training sessions to enhance product knowledge and improve client consultations.

Education

M.S.W. (URCD) -

CSRD & ISWR, Ahmednagar College (Pune University)
Ahmednagar

B.A. (Hindi) -

NewArts,Commerce&ScienceCollege, Ahmednagar (PuneUniversity)
Ahmednagar

H.S.C. -

Kalika Devi Mahavidhyalaya
ShirurKasar, Beed

S.S.C. -

RenukaVidhyalaya
ShirurKasar, Beed

Skills

  • Customer Relationship Management
  • Financial Product sales
  • Business development
  • Customer retention strategies
  • Compliance adherence
  • Operations management
  • Negotiations
  • Team collaboration
  • Problem solving
  • Effective communication and Leadership

Certification

  • MS- CIT
  • N.S.S & N.C.C.
  • Typing – Marathi, English (speed -30)

Disclaimer

I hereby declare that all the information furnished above is true to the best of my knowledge.

Personal Information

Date of Birth: 11/01/1983

Languages

Marathi
First Language
English
Upper Intermediate
B2
Hindi
Proficient
C2

Timeline

Founder partner

M S Organic
05.2025 - Current

Relationship Manager

Sellon Finserve Pvt Ltd
06.2024 - 03.2025

Relationship Manager,

HDFC BANK LTD.
01.2023 - 04.2024

Area Sales Manager

INDUSIND BANK LTD.
08.2022 - 01.2023

Deputy Manager (Home Loan Expert)

ICICI BANK LTD.
11.2018 - 08.2022

Customer Relation Executive

Tata Capital Housing Finance Ltd
05.2018 - 11.2018

Relationship Manager

HDFC Credila financial services Pvt Ltd
12.2016 - 02.2018

Loan Officer

Ujjivan Financial Services Ltd
07.2015 - 09.2016

M.S.W. (URCD) -

CSRD & ISWR, Ahmednagar College (Pune University)

B.A. (Hindi) -

NewArts,Commerce&ScienceCollege, Ahmednagar (PuneUniversity)

H.S.C. -

Kalika Devi Mahavidhyalaya

S.S.C. -

RenukaVidhyalaya

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