Experienced professional with a proven track record in team management and expertise spanning both Software as a Service (SaaS) and lending industries. With three years of hands-on experience, I have successfully led teams to achieve strategic objectives while navigating the complexities of lending operations. My background includes in-depth knowledge of SaaS platforms coupled with a strong understanding of lending principles, allowing me to optimize processes and drive efficiency. Skilled in fostering collaboration, I excel in leveraging technology to streamline workflows and enhance customer experiences. With a keen eye for detail and a commitment to excellence, I am poised to deliver impactful results and drive growth in any dynamic environment.
1. Connect with the SMEs and corporate clients and ensure a smooth onboarding process.
2. Maintaining relationships with SMEs and corporate clients and ensuring optimum customer acquisition, retention, and revenue generation from sales across appropriate industries
3. Doing cross-selling and upselling
4. Handling customer queries and escalations
5. Working on banking APIs
6. Coordinating with the internal team and managing various sales cycles
Lending summary:
1. Cultivated and managed a portfolio of high-net-worth clients, resulting in a 20% increase in loan volume within the first year.
2. Provided personalized financial advice and solutions to clients, resulting in increased customer satisfaction and retention.
3. Evaluated loan applications and made sound underwriting decisions based on credit policies and guidelines.
4. Communicated regularly with borrowers, loan officers, and third-party vendors to facilitate the loan approval process.
5.Maintained up-to-date knowledge of industry regulations and lending practices.
Projects -
Working on various projects like "Lending as OpenCapital and CA as OpenFlo.