Mr. Milan Parmar
Rajkot
Summary
Seasoned Financial Management professional with proven expertise in accounting processes, systems oversight and compliance reporting. Seeking an opportunity in the area of marketing where I can develop my skills and knowledge with a growth oriented organization. Talented team builder and supervisor with expertise to develop and maintain consistent, accurate, and legal accounting structures.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Manager
Fincare Small Finanace Bank
Rajkot
06.2022 - Current
- PAN India 10 DRM in mortgages business at JFM 2023
- Assisted in the preparation of closing documents for home loans.
- Collaborated with company teams and credit team to expedite loan approval processes.
- Ensured that all paperwork was properly completed prior to submitting a loan application.
- Approved or denied loan applications and explained reasoning behind decisions.
Relationship Officer - Home Loan And Mortgage Loan
ICICI Bank LTD
Rajkot
02.2020 - 02.2022
- Performed periodic quality control reviews on completed files prior to funding.
- Processed new loan applications in accordance with established guidelines.
- Developed relationships with real estate agents, connector, corporate Dsa, builders and other referral sources in order to generate business leads.
- Informed customers of application deadlines, approvals and denials.
Loan Officer
AU Small Finance Bank
Rajkot
07.2019 - 01.2020
- Developed marketing strategies to attract new customers to the bank.
- Reviewed financial statements and other records to assess customers' ability to repay loans.
- Tracked and managed new leads and followed up on referral business.
- Developed loan documents and gathered necessary information from clients.
- Developed and maintained knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
- Participated in roadshows, property fairs and sales launches to advance proficiency, improve compliance management, enhance key business processes and learn best practices.
- Resolved customer complaints in a professional manner.
Education
MBA - 8.4 SPI In Marketing
Noble University
Junagadh04-2019
B.com - 70%
Shri Junagadh Keravni Mandal College
Junagadh04-2017
HSC 12th - 70.28%
Sanskruti Uchatar Madhyamik Vidhyalay School
Rajula, Amreli03-2014
SSC 10th - 57.04%
Shree Bala Hanuman Madyamik Shool
Kutiyana, Porbandar03-2012
Skills
- Wealth management portfolios
- Referral Screening
- Qualifying Customers
- Client acquisition
- Quick Learner
- Public speaking skills
- Good in building & maintaining relationship Team Leadership skills
- Problem solving ability
- Motivational Speaker&Self Motivated
- Positive Thinking capacity
Accomplishments
- Momento And Many Certificates of Schools competitions
- Adventure Day Out at sasan gir - Got 3rd Rank
- Anchor of numerous competitions, Wrokshops and Seminars in college
Affiliations
- Summer Internship In MBA
Company Name : Divya Bhaskar Pvt Ltd
Project Title : 4P's Of Marketing Mix
Experience : 45 Days with 25 to 30 Days in market survey
- Multi-Disciplinary Action Project In MBA
Company Name : Vishal Lords Inn, Malanka (GIR)
Project Title : Promotion and Marketing of Hotel - 'Vishal lords inn' in the local regions
Experience : 7 weeks with Promoted the company in local regions through various CSR and Marketing activities and learn the necessity's of HR activities.
Certification
- Motivational seminar by Sanjay Raval Sir
- A National Level Techno-management Feast Noble Endeavor at Noble University
- Seminar on Social Media Marketing seminar by Sanjay Rathod Sir
- Workshop on Emotional Quotient- Shukhvinder Singh Sir
- Workshop on Digital Marketing By Jignesh Vidani Sir
- Workshop on Production and Operation Management- Vivek Misra Sir
- Workshop on Financial System and Planning by Jay Talati Sir
Language
- English
- Hindi
- Gujarati
References
- Mahesh kathad( Sales Manager )
TATA CAPITAL LTD
Contact No - 9574681581
- Rekesh Katre ( Business Sales Manager )
ICICI BANK LTD
Contact No - 8097441200
Timeline
Relationship Manager
Fincare Small Finanace Bank
06.2022 - Current
Relationship Officer - Home Loan And Mortgage Loan
ICICI Bank LTD
02.2020 - 02.2022
Loan Officer
AU Small Finance Bank
07.2019 - 01.2020
MBA - 8.4 SPI In Marketing
Noble University
B.com - 70%
Shri Junagadh Keravni Mandal College
HSC 12th - 70.28%
Sanskruti Uchatar Madhyamik Vidhyalay School
SSC 10th - 57.04%
Shree Bala Hanuman Madyamik Shool
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