Pankaj Saini
Saharanpur
Summary
Results-driven Relationship Manager at Bajaj Finserv with 6 years in commercial lending. Expert in loan origination and financial analysis, I excel in building strong client relationships and achieving sales targets. Proven ability to structure tailored financial solutions, ensuring compliance and driving portfolio growth.
Overview
6
6
years of professional experience
Work History
Relationship Manager
Bajaj Finserv
Saharanpur
04.2022 - Current
- Dynamic Business Loan Sales Executive with 6 years of experience in commercial lending and financial services. Proven track record in driving loan origination, managing client relationships, and achieving sales targets. Expertise in structuring tailored financial solutions for small to medium-sized enterprises (SMEs), enhancing portfolio growth, and ensuring regulatory compliance.
Sales Officer
Team Lease
Dehradun
03.2019 - 04.2021
- Loan Application Management: Guide clients through the loan application process, ensuring all necessary documentation is completed accurately and submitted promptly.
- Sales & Business Development: Generate leads, build referral networks, and cross-sell financial products to meet sales targets.
- Customer Relationship Management: Maintain strong relationships with clients, providing ongoing support and addressing any concerns throughout the loan process.
- Regulatory Compliance: Ensure all loan transactions adhere to relevant laws and regulations, maintaining up-to-date knowledge of industry standards.
Education
M. Com -
CCS University
Najibabad06-2016
Skills
- Loan origination
- Financial analysis
- Regulatory compliance
- Customer relationship management
- Sales strategy
- Lead generation
Accomplishments
- Awarded Hero certificate
- Kudos certificate
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
Timeline
Relationship Manager
Bajaj Finserv
04.2022 - Current
Sales Officer
Team Lease
03.2019 - 04.2021
M. Com -
CCS University
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