Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

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
Najibabad
06-2016

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
Pankaj Saini