Mohit Chawla
Relationship Manager Education Loan
Pitam Pura Delhi
Summary
Relationship Manager in sales and education loans managing 5+ channel partner leads per week, branch visits, and customer follow-up from fresh file login through sanction and disbursement in SFDC. Supports loan conversion by combining customer calling with clear coordination across sales and operations steps. Uses MS Excel and Word to keep records organized and handoffs moving.
Overview
2
2
Languages
4
4
years of professional experience
Work History
Sales Executive Education Loan
I Process ICICI Bank
09.2026 - Current
- Built strong customer relationships through timely follow-up and service-oriented communication.
- Regularly planned channel and branch visits for new leads and follow-ups
- Complete login process by following up with customers
- Generated new business opportunities through field outreach and customer prospecting for banking products.
Customer Service Executive ( Sales )
TATA Capital Ltd
08.2024 - 07.2026
- Handle customer calls to support fresh leads, answer loan queries, and maintain prompt follow-up.
- Qualify fresh leads, strengthen conversion through sales follow-up, and maintain customer relationships throughout the process.
- Visit channel partners regularly to gather leads, align expectations, and keep referral activity moving.
- Log fresh files in SFDC, review education loan applications, and coordinate KYC and sanction steps.
Customer Executive
ICICI Bank
09.2022 - 08.2024
- Visit regular channels to support lead qualification, relationship management, and channel partner coordination.
- Support education loan form completion in iProcess while coordinating KYC verification and branch operations.
- Assist as a Customer Executive in iProcess by managing customer follow-up and maintaining accurate records in Excel.
Education
Bachelor - undefined
Bhartiya Vidya Peeth University
Paschim Vihar New Delhi, Delhi10+2 - undefined
Nav Bharti Public School
New Delhi, Delhi10 - undefined
Nav Bharti Public School
New Delhi, DelhiSkills
Customer calling
Lead qualification
Relationship management
Sales follow-up
Excel
Interests
Watching movies, listening music
Timeline
Sales Executive Education Loan
I Process ICICI Bank
09.2026 - Current
Customer Service Executive ( Sales )
TATA Capital Ltd
08.2024 - 07.2026
Customer Executive
ICICI Bank
09.2022 - 08.2024
Bachelor - undefined
Bhartiya Vidya Peeth University
10+2 - undefined
Nav Bharti Public School
10 - undefined
Nav Bharti Public School
Languages
Hindi
English
Personal Details
- Father’s Name: Mr. Vinod Kumar Chawla
- Birthday: 22April 1991
- Gender: Male
- Marital Status: Married
- Spouse Name : Yogita
Personal Information
- Date of Birth: 22April 1991
- Gender: Male
- Marital Status: Married
Declaration
I, Mohit Chawla, hereby declare that the information contained herein is true and correct to the best of my knowledge and belief.
Personal Details
- Father’s Name: Mr. Vinod Kumar Chawla
- Birthday: 22April 1991
- Gender: Male
- Marital Status: Married
- Spouse Name : Yogita
Personal Information
- Date of Birth: 22April 1991
- Gender: Male
- Marital Status: Married
Declaration
I, Mohit Chawla, hereby declare that the information contained herein is true and correct to the best of my knowledge and belief.
Personal Details
- Father’s Name: Mr. Vinod Kumar Chawla
- Birthday: 22April 1991
- Gender: Male
- Marital Status: Married
- Spouse Name : Yogita