MOHAMMAD KASHIF
Relationship Manager
Jaipur,IN
Summary
Highly reliable and experienced professional with a proven track record of helping clients achieve significant improvements in bottom-line numbers. Specializes in providing tailored advice, expertise, and innovative solutions that drive success. Possesses a keen ability to quickly identify customer needs and excels in designing customized strategies that maximize company performance and profitability. Additionally, skilled in analyzing industry trends, competitor activities, and market conditions to make timely decisions that keep businesses ahead of the curve.
Overview
9
9
years of professional experience
6050
6050
years of post-secondary education
2
2
Languages
Work History
Freelancer
Self-employeed
Jaipur, India
01.2024 - Current
- Managing tax and gst consultancy of clients.
- Provide services of financial products like project funding, msme funding, and working capital funding.
- Book keeping and tax auditing.
- Enhanced client satisfaction by delivering high-quality work within deadlines.
- Strengthened client relationships with consistent communication and timely project updates.
- Increased revenue by upselling and recommending products.
Relationship Manager
Finway FSC Private Limited
Gurgaon, India, India
10.2023 - 12.2023
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Specialized in home loans, mortgage loans, and term loans
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Expertise in securing business loans and CGTMSE business loans
- Proactively manage customer relationships in the business banking segment
- Developed and maintained relationships with sourcing channels
Acquisition Manager
AU Small Finance Bank
Jaipur, India, India
05.2022 - 08.2023
- Successfully handle various aspects of business banking, including working capital, SME, CC, OD, BG, LC, and X-Sell
- Expertise in securing business loans and CGTMSE business loans
- Proactively manage customer relationships in the business banking segment
- Responsible for branch business banking operations and ensuring smooth processes
Sr. Relationship Officer
SBICAP Securities Ltd.
Jaipur, India
11.2020 - 04.2022
- Managed mortgage loans, home loans, home loan OD, and term loans
- Built and nurtured strong relationships with customers, as well as builders and developers
- Handled channel relationships with DSAs and CAs
- Consistently exceeded targets and achieved customer satisfaction
- Implemented effective sales strategies, resulting in consistently exceeding sales targets and revenue goals.
- Assisted clients in navigating challenging financial situations by offering expert guidance and support.
Relationship Officer
HDFC Sales Pvt. Ltd.
Jaipur, India
06.2019 - 11.2020
- Specialized in home loans, mortgage loans, and term loans
- Developed and maintained relationships with sourcing channels
- Managed relationships with DSAs, CAs, builders, and developers
- Conducted visits to new construction areas to source business
- Liaised with clients by phone, email and text messaging to meet client needs and define expectations.
Sales Officer
Finefforts
Jaipur, India
04.2016 - 05.2019
- Expertise in handling mortgage loans, home loans, working capital, business loans, personal loans, and project finance
- Built and maintained strong customer relationships
- Proficient in data management and portfolio management
- Boosted sales performance by identifying and targeting high-potential leads.
- Collaborated with marketing team to develop promotional materials to boost product visibility.
Education
MBA/PGDM - Marketing
Symbiosis Centre For Management And HRD
01-2026
B.Com - Commerce
University of Rajasthan
Jaipur, IndiaClass XII - Commerce
Rajasthan Board
Jaipur, IndiaClass X - Hindi
Faraday School, Jaipur
Jaipur, IndiaSkills
SME
Business Banking
Working Capital
Finance
Customer Relationship
Financial Analysis
Relationship Management
Retail Assets
Home Loans
Mortgage Loans
Program Management
Business Development
Channel Development
Courses & Certifications
- POSH
- Product Knowledge
- Diwali Contest
- DGM Contest
- Manson Bonanza
- General Insurance Contest
- Learning Modules In Syber Security
- E-Gurukul League
- Service With A Smile Award
- Contest Lunch With State Head.
- Effective Customer Service
- Effective Communication With Staff
- Time Management
- MS Office.
Personal Information
- Total Experience: 8 Years 0 Month
- Date of Birth: 05/03/99
- Gender: Male
- Marital Status: Single / Unmarried
Timeline
Freelancer
Self-employeed
01.2024 - Current
Relationship Manager
Finway FSC Private Limited
10.2023 - 12.2023
Acquisition Manager
AU Small Finance Bank
05.2022 - 08.2023
Sr. Relationship Officer
SBICAP Securities Ltd.
11.2020 - 04.2022
Relationship Officer
HDFC Sales Pvt. Ltd.
06.2019 - 11.2020
Sales Officer
Finefforts
04.2016 - 05.2019
MBA/PGDM - Marketing
Symbiosis Centre For Management And HRD
B.Com - Commerce
University of Rajasthan
Class XII - Commerce
Rajasthan Board
Class X - Hindi
Faraday School, Jaipur