PRADEEP SEN
Bangalore
Summary
Driven and detail-oriented Mortgage Loan Relationship Manager with over 3.3 years of experience in the mortgage industry. Proven expertise in managing client relationships, understanding client needs, and recommending customized mortgage solutions to achieve business and financial goals. Skilled in processing and analyzing loan applications, ensuring compliance with regulatory standards, and effectively communicating loan terms. Adept at resolving client concerns, building trust, and maintaining long-term relationships while working collaboratively with underwriters and other stakeholders.
Overview
5
5
years of professional experience
Work History
Relationship Manager
SBI CAP SECURITIES
Bengaluru
01.2025 - Current
- Cultivated strong client relationships through regular communication and personalized service.
- Assisted clients in understanding financial products and investment options effectively.
- Coordinated with internal teams to resolve client inquiries and enhance service delivery.
Mortgage Loan Relationship Manager
HDFC Sales Pvt Ltd
Bangalore
01.2023 - 01.2025
- Manage a portfolio of clients, providing personalized mortgage solutions and ensuring high levels of customer satisfaction throughout the loan process.
- Analyze clients financial data, including credit scores, income, and debt-to-income ratios, to recommend appropriate mortgage products.
- Serve as the primary point of contact for clients, guiding them through loan applications, approval processes, and closing procedures.
- Achieved and consistently exceeded monthly sales and customer satisfaction targets, contributing to an increase in company revenue.
- Resolve client issues or concerns promptly and professionally, ensuring a positive experience and fostering long-term relationships.
TATA MOTORS
01.2021 - 01.2022
- Successfully closed over 100 loans with a 95% approval rate in the all existing year with approx 3 to 5 CR monthly.
- Increased customer retention through strong relationship management and follow-up strategies.
Education
Bacholer Of Science - Bachelor's Degree in Science
Secondary Education -
Skills
- Client Relationship Management
- Loan Application Processing
- Sales and Business Development
- Product Knowledge
- Documentation and Reporting
- Market and Industry Knowledge
Hobbies and Interests
- Reading
- Travelling
- Sports
Languages
English
Proficient
C2
Hindi
Proficient
C2
Timeline
Relationship Manager
SBI CAP SECURITIES
01.2025 - Current
Mortgage Loan Relationship Manager
HDFC Sales Pvt Ltd
01.2023 - 01.2025
TATA MOTORS
01.2021 - 01.2022