Summary
Overview
Work History
Education
Skills
Certification
Driving, Play Maniyaro, Play Cricket, Learning new Things
Languages
Timeline
Generic
Nagajan Odedara

Nagajan Odedara

Porbandar

Summary

Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 5+ years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Relationship Manager

HDFC Bank Ltd
07.2023 - Current
  • I am Responsible for cattle loans Business in assigned territory Porbandar Area
  • We are Dealing in Cattle Loan Business where we are sourcing business from Rural areas and also dealing with milk unions of District for Bulk Loans Application of the Unions Customers
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Portfolio Management, customer Residence visit, Delinquency Recovery, House Keeping Management and Submission of HK Pendency on time to avoid accounts blockage
  • Responsible for Team Management and generate Business through Sales Team to Complete Business Targets Assigned.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Participated in staff meetings to discuss innovative strategies to improve services.

Sales Manager

SLC Finance
03.2020 - 06.2023
  • I am Responsible to Sale Agriculture and Tractor loans to Farmers and Traders with facility includes CC,DOD,Term Loans
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • It Require Travel in Rural Area to meet farmers and discuss the loan facility we provide for their use
  • Responsible to sale KCC,Tractor Loan,SAB loans to Farmers,Agri Business Traders to Achieve Sales target on Monthly Basis
  • Along with the mentioned Products was Responsible to Generate Leads for HL,LAP,CV

Sales Officer

HDFC Bank LTD.
02.2017 - 02.2020
  • Source business from Agri individuals for their Crop and term loan requirements.
  • Manage sale of products like Kisan Gold Card, Small Agri business loans, Traders Cash credit to Agri individuals or trading enterprises. Liaise with Credit team to ensure clearance of proposal.
  • Established ambitious sales targets, managed deployment strategies, and developed go-to-market plans to capitalize on every revenue opportunity.
  • Delinquency management, Regular visits of the customers and observe the Crop condition. NPA visits with collection and legal team for regularize the account, Housekeeping, LAD, PDD,CAM Submission on time.

Relationship Manager

Thirumeni Finance Pvt. Ltd Varthana
07.2016 - 12.2016
  • Individually visit of educational institutes and its trustees for mortgage loan to develop or expand the school, for that explain and convince the school’s trustees to avail loans from us.
  • Responsible for entire loan process from login to disbursement of school projects.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Apart from that I am also responsible to sell projector and other tools which is useful to school and teaching methods.

Relationship Executive

Axis Securities Ltd.
09.2015 - 05.2016
  • To acquire new customers for LAP, cold call in industrial area and explain loan process and required documents to customers, and convince them to avail loan,DSA visit for the business and regular follow ups of the customers.
  • Developed and executed targeted relationship and account development strategy.
  • Implemented brand and demand strategies to meet revenue targets for business services and products.
  • Conducted field visits and met corporate customers for business development.

Education

MBA - Finance And Marketing

Smt. R D Gardi Department of Business Management
Rajkot
04.2015

B.com - Bachelor of Commerce

Christ Arts Science And Commerce Collage
Rajkot
03.2012

No Degree - Secondary Education

Shree Brahmanand Vidya Mandir
Chaparda Junagadh
03.2009

No Degree - Secondary Education

Nagar Panchayat High School
Vanthali Junagadh
03.2007

Skills

  • Relationship Building and Management
  • Investment and Wealth Planning
  • Loans
  • Portfolio Growth
  • Policy Management
  • Customer Service
  • Product Recommendations
  • Customer Education and Consulting
  • Customer Portfolio Management
  • Banking
  • New Business Development
  • Client Acquisition
  • Customer Relationships
  • Time Management
  • Team Leadership
  • Credit History Review
  • Risk Management
  • Customer Relationship Management

Certification

Tally ERP9

CCC Doeacc

Driving, Play Maniyaro, Play Cricket, Learning new Things

Car Driving

Maniyaro is our Traditional Dance

Cricket Player

Lear new Things from colleagues, friends, other peoples which is useful to me on my personal and professional way.

Languages

Gujarati
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
English
Advanced (C1)

Timeline

Relationship Manager

HDFC Bank Ltd
07.2023 - Current

Sales Manager

SLC Finance
03.2020 - 06.2023

Sales Officer

HDFC Bank LTD.
02.2017 - 02.2020

Relationship Manager

Thirumeni Finance Pvt. Ltd Varthana
07.2016 - 12.2016

Relationship Executive

Axis Securities Ltd.
09.2015 - 05.2016

MBA - Finance And Marketing

Smt. R D Gardi Department of Business Management

B.com - Bachelor of Commerce

Christ Arts Science And Commerce Collage

No Degree - Secondary Education

Shree Brahmanand Vidya Mandir

No Degree - Secondary Education

Nagar Panchayat High School
Nagajan Odedara