Manish Parshuram Soni
Naigaon (East)
Summary
I would like to see myself grow with the Organization, through my efforts as a responsible associate of the company and I will do my best to bring out the best working qualities in me for the benefit of the organization.
Overview
9
9
years of professional experience
Work History
Sales Manager - Mortgages
Deutsche Bank
07.2024 - Current
- Responsible to achieve sales target for the products LAP, LCP, & Lease rental discounting through DSA Channels.
- Managing both internal & external channels for business expansion & development.
- Coordination with other departments like Credit, Operations for processing of loan till final disbursement and ensuring smooth servicing and operations.
- Evaluating the applicant’s credit worthiness, seeking approval and documentation of new loan transactions.
- Meeting new & existing clients to establish business relationships, understand in depth the business models, key principles and the requirements of funding.
- Reviewing and analyzing of ancillary reports such as property valuations and legal reports.
- Ensure cross sell of liability and asset products to existing customers and also cross sell of other products like assets, general insurance, credit cards fixed deposit etc.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Built relationships with customers and community to establish long-term business growth.
Deputy Manager
ICICI Bank Ltd
04.2022 - 10.2023
- Responsible to achieve sales target for the products Home Loan, LAP & LAP OD through allocated Wealth Channel.
- Cross selling of insurance.
- Managing both internal & external channels for business expansion & development.
- Coordination with other departments like Credit, Operations for processing of loan till final disbursement and ensuring smooth servicing and operations.
- Evaluating the applicant’s credit worthiness, seeking approval and documentation of new loan transactions.
- Meeting new & existing clients to establish business relationships, understand in depth the business models, key principles and the requirements of funding.
- Reviewing and analyzing of ancillary reports such as property valuations and legal reports.
- Ensure cross sell of liability and asset products to existing customers and also cross sell of other products like assets, general insurance, credit cards fixed deposit etc.
- Department : Mortgage
- Product – Home Loan + LAP (Mortgage Loan)
Sales executive – Sales
Kotak Mahindra Bank Ltd
06.2018 - 05.2019
- Responsible to achieve sales target for the products LAP & LAP OD through the allocated 5 branches.
- Cross selling of insurance.
- Managing both internal & external channels for business expansion & development.
- Coordination with other departments like Credit, Operations for processing of loan till final disbursement and ensuring smooth servicing and operations.
- Evaluating the applicant’s credit worthiness, seeking approval and documentation of new loan transactions.
- Meeting new & existing clients to establish business relationships, understand in depth the business models, key principles and the requirements of funding.
- Reviewing and analyzing of ancillary reports such as property valuations and legal reports.
- Ensure cross sell of liability and asset products to existing customers and also cross sell of other products like retail assets, general insurance, credit cards etc.
- Product - Loan Against Property (Mortgage Loan)
- Period: June-21-2018 to April-08-2022
Sales Executive
LOANMART FINANCIAL SOLUTION PVT LTD
08.2016 - 05.2018
- Meeting and acquiring new customer and existing customers by doing scoping in their Portfolio for generating leads for Home Loan / Loan against Property.
- Customer meeting for assessment of customer profile and eligibility.
- Interaction with the bank coordinator for credit related queries resolution for sanctioning Along With legal technical queries also disbursement process follow-up.
- Proper takeover of the portfolio from acquisition team and enhancement / top-up of the based-on customer requirement.
- Achieve the Disbursement targets (enhancements) allocated.
- Ensure cross sell of liability and asset products to existing customers and also cross sell of other products like retail assets, general insurance, credit cards etc.
- Customer profiling sheet and identifying cross sell / revenue increasing opportunity.
- Product - Home Loan / Loan Against Property (Mortgage Loan) - Aug-2016 to May 2018.
Education
B.Com. - undefined
J M Patel college Of commerce, arts and science
Mumbai03.2016
H.S.C. - undefined
K D Nagda Jr. College of Commerce, arts and science
Maharashtra02.2012
S.S.C. - undefined
Goregaon Municipal secondary school
Maharashtra03.2011
Skills
- MS Office (Word, Excel and Power Point
- Revenue optimization
- Continuous improvements
- Sales forecasting
- Sales team training
- Relationship building
- Financial records analysis
- Contact follow-up
- Process optimization
- Exceptional multi-tasker
LANGUAGES KNOWN:
English
Hindi
Marathi.
Hobbies and Interests
Playing Cricket, Reading Books.
Disclaimer
I hereby declare that the particulars furnished above are true to the best of my knowledge. Place : Mumbai Date : 2023-10-12 (MANISH P SONI)
Timeline
Sales Manager - Mortgages
Deutsche Bank
07.2024 - Current
Deputy Manager
ICICI Bank Ltd
04.2022 - 10.2023
Sales executive – Sales
Kotak Mahindra Bank Ltd
06.2018 - 05.2019
Sales Executive
LOANMART FINANCIAL SOLUTION PVT LTD
08.2016 - 05.2018
B.Com. - undefined
J M Patel college Of commerce, arts and science
H.S.C. - undefined
K D Nagda Jr. College of Commerce, arts and science
S.S.C. - undefined
Goregaon Municipal secondary school
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