Deepak Prakash Pawar

• Organized daily case files to streamline operational processes for Business, Personal, and Professional Loans.
• Assigned daily cases to team members to enhance workflow efficiency.
• Updated MIS reports regularly to reflect accurate loan processing status.
• Maker activity (Personal Loan, Business Loan, and Professional Loan): Once the case comes into the post-approval stage, check or verify KYC and other parts as per norms and compliance policy, check other mandatory disbursal documents as per the checklist, and move to the case in the Author stage for disbursement.
• Initiate the agreement, and NACH the link to the customer.
• Collaborated with team members to address the case regarding queries and resolve issues.
• Resolved escalated case queries in a timely manner.
• Skillfully communicating with multiple departments, such as Sales, Credit, Banking Operations, and the Insurance team, on a daily basis to resolve case-related issues and payment-related issues.
• Mail raised for queries and get resolution on mail.
• Coordinated with cross-functional teams to ensure smooth operations.
• Ensured the whole case process within TAT.
• Supported management in training new employees on operational procedures.
• Participating in other activities in a team.

Application Expertise :-

1. Finn One (LMS, CAS)

2. LSQ

3. Sign Desk

4. Paynimo

Other Operation Activity :-

• PDC maker.
• Upload the scanned copy on the portal, and submit it for NACH registration.
• Physical agreements and stamp paper uploading after disbursements in Finn one.
• Preparing MIS for VKYC data.

• Coordinated sales activities and schedules for Asset Financial consultants to enhance efficiency.
• Processed loan applications to evaluate creditworthiness within specified limits.
• Interviewed applicants to assess financial eligibility for loan approvals.
• Communicated with clients to gather necessary information and provide updates on applications.
• Justified approval or rejection decisions and reported outcomes in compliance with regulations.
• Counseled clients on loan policies, restrictions, and options tailored to their needs.
• Operated in adherence to lending compliance guidelines to maintain operational integrity.

• Developed strong client relationships to enhance customer satisfaction and loyalty.
• Manage sales strategy, execution, and results.
• Develops and manages sales pipelines with prospective clients.
• Serve as client liaison to ensure a timely response to customer needs, cultivating solid relationships with major customers to ensure a continuous flow of sales revenue.
• Identifying promising prospects through cold calling, networking, and customer referrals.
• Ensuring that all sales administration and customer service activities run smoothly.
• Providing overall guidance to newly recruited Sales Representatives, assisting newly recruited or less experienced Sales Representatives in answering technical questions posed by customers.
• Managed sales pipeline by tracking leads and follow-ups in CRM system.