Mangesh Shukla

Directed team of sales managers to ensure optimal territory coverage.

• Refined sales strategies through comprehensive analysis of performance data.
• Provided training and mentorship to enhance team's sales practices.
• Identified business opportunities via Builder and DSA within designated area.
• Developed effective solutions leading to significant cost savings.
• Created in-depth reports analyzing sales volume, revenue trends, and competition.
• Oversaw tracking of team performance with targeted training initiatives.
• Assessed client financial profiles for loan eligibility and risk management.

• Developed strategies to enhance sales of Home Loan products through in-house Real Estate team.
• Generated and supported Home Loan cases from Mandate and Square Yards teams as sales support.
• Built and led a motivated team of Sales Managers and frontline sales professionals.
• Managed budgeting process for division, achieving P&L targets.
• Cultivated strong relationships with in-house Square Yards managers for new business opportunities.
• Evaluated team performance, creating individualized development plans for each member.
• Monitored login, sanction, and disbursement processes through partner Bank NBFC.

• Managed home loan business for empaneled developers in Pune location.
• Led team to provide consultative loan solutions for property purchases.
• Evaluated customer finances to recommend appropriate schemes and solutions.
• Monitored team performance and conducted quality analysis of structural cases.
• Assisted team in identifying suitable banks for loan processing.
• Oversaw operations with banks and NBFCs from login to sanction and disbursement.
• Conducted quality analysis of structural cases for mass and micro markets.

• Managed home loan business for Easiloan, focusing on Pune developers.
• Monitored team performance and conducted quality analysis of structural cases.
• Facilitated bank identification to support team efforts in case processing.
• Oversaw operations with banks and NBFCs for login, sanction, and disbursement tasks.
• Conducted regular meetings with developers, sales, and CRM teams for case reviews.
• Performed quality analysis of structural cases for mass and micro markets.
• Structured cases per customer requirements to optimize loan eligibility.
• Delivered insights on GTN and collection strategies to enhance operations.

• Streamlined onboarding of new banks and NBFCs for APF, boosting disbursements.
• Monitored team performance and conducted quality analysis of structural cases.
• Facilitated bank identification to support team objectives.
• Cultivated strong relationships with bankers to ensure seamless transactions.
• Collected requisite documents for home loans and project approvals.
• Managed review of sanctioned banking files, ensuring thorough completion of log in, KYC, sanction, documentation, and disbursement processes.
• Ensured compliance with documentation processes to prevent complications and mitigate fraud risks.
• Adhered to banking and real estate sector guidelines throughout operations.

• Managed home loan and commercial purchase loan operations for booked customers.
• Analyzed customer requirements to fulfill loan applications through banks and NBFCs.
• Conducted quality analysis of structural cases for mass and micro markets.
• Structured cases to enhance loan eligibility based on customer needs.
• Collaborated with associate banks and NBFCs to develop new products and offerings.
• Oversaw operational processes for case login and disbursement with banks and NBFCs.
• Maintained strong customer relationships to ensure exceptional service.
• Generated revenue by selecting optimal banking solutions for customers.

• Managed Mortgages Business for ICICI Direct Premier Clients, driving substantial asset acquisition.
• Generated leads for Home Loans, Business Loans, and Loans against Property.
• Analyzed customer requirements and facilitated solutions through banking services.
• Structured cases based on eligibility criteria to maximize loan disbursement efficiency.
• Ensured timely disbursement of loans per established timelines.
• Created competitive benchmarks and conducted thorough product analysis.
• Oversaw operations with banks and NBFCs to resolve case queries effectively.
• Cultivated strong customer relationships, delivering exceptional service to clients.

• Oversaw loan operations for Navi Mumbai location, ensuring efficient service delivery.
• Acquired new asset business through partnerships with channel partners, builders, and professionals.
• Maintained relationships with existing channel partners while expanding network.
• Organized campaigns and activities to enhance business awareness in local communities.
• Generated leads for home loans, business loans, and loans against property.
• Coordinated with banks and NBFCs for case query resolution and operational support.

• Acquired quality current accounts for YFB Business, enhancing bank's client portfolio.
• Secured business banking asset clients and trade customers to drive revenue generation.
• Sourced new customers through effective cross-selling of financial products.
• Introduced innovative YFB product/program to CASA customer segments in targeted areas.
• Organized Yes Community events to engage potential clients and generate referrals.
• Facilitated initial customer onboarding and ensured successful M+1 activation.
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• Oversaw sales and marketing operations as FPR for branch.
• Sourced current accounts in privilege category.
• Processed and scrutinized all CASA AOT requests.
• Acquired new corporate, TRCA, Trade Roaming, Club Elite, and IVY current accounts.
• Maintained client relationships for salary accounts and trade transactions to increase dipping float.
• Provided information about bank products to customers, generating business opportunities.
• Cultivated strong customer relationships to enhance service quality for CMS business banking inquiries.

• Managed CASA sales and marketing initiatives to drive customer engagement.
• Conducted business activities in shops and community gardens to enhance visibility.
• Provided customers with detailed information on banking products and services.
• Generated daily business for the bank through proactive outreach efforts.
• Facilitated NRI account openings, expanding client base.
• Cultivated strong customer relationships through exceptional service delivery.
• Cross-sold life insurance and mutual funds to enhance product penetration.