Summary
Overview
Work History
Education
Skills
Languages
Affiliations
Accomplishments
Personal Details :
Timeline
Generic

Priyanshu Sharma

Meerut

Summary

Dynamic Relationship Officer with proven expertise in loan processing and customer relationship management at PHFL Role in PNB Housing Finance Ltd. Skilled in evaluating loan eligibility and fostering client loyalty through exceptional service and proactive communication. Adept at enhancing customer satisfaction and driving engagement strategies, ensuring compliance and accuracy in all interactions.

Overview

6
6
years of professional experience

Work History

Relationship Officer

Phfl Role ( Pnb housing finance ltd)
Meerut
07.2023 - Current
  • Established strong client relationships through effective communication and support.
  • Assisted clients in understanding financial products and services offered.
  • Processed loan applications ensuring compliance with company policies.
  • Collaborated with internal teams to resolve client inquiries promptly.
  • Conducted follow-up calls to ensure client satisfaction and retention.
  • Analyzed client feedback to improve service delivery and engagement strategies.
  • Maintained detailed records of all communications with clients, including emails, phone calls, meetings, ensuring accuracy at all times.
  • Provided excellent customer service through active listening and problem solving skills.
  • Achieved client loyalty through quality, productivity, service and proactive management.

Home Loan Executive

Hdb finance ltd.
Meerut
06.2019 - 09.2021
  • Evaluated borrower financial profiles to determine loan eligibility.
  • Guided clients through mortgage application process and documentation requirements.
  • Collaborated with underwriters to ensure timely processing of loan applications.
  • Assisted in resolving customer inquiries regarding loan status and terms.
  • Developed strong relationships with clients to enhance customer satisfaction experience.
  • Responded promptly to customer inquiries regarding loan services and fees.

Education

MBA - Finance & Information Technology

Lloyd Institute of Management & Technology
Noida
06-2023

Master of Commerce -

Meerut College
Meerut
06-2019

Bachelor of Commerce -

DN Degree College
Meerut
06-2017

Intermediate

National Institue of Open School
Noida
11-2014

High School

City Vocational Public School
Meerut
05-2012

Skills

  • Loan eligibility evaluation
  • Customer relationship management
  • Loan processing
  • Product knowledge
  • Marketing
  • Product recommendations
  • Relationship building and management
  • Policy adherence

Languages

Hindi
First Language
English
Beginner (A1)
A1

Affiliations

  • Captain of school cricket team
  • Actively participated in athletics throughout college
  • listening poetry & songs

Accomplishments

  • We have received awards in all quarterly.
  • We have achieved all targets , which organisation has decided.

Personal Details :

  • Father's name: Priyavrat Sharma (retired from PNB Bank)
  • Mother's name: Sudha Sharma (homemaker)
  • Address: A 76 Kirti Palace, Meerut
  • DOB: April 6, 1996
  • Hobbies: playing cricket and poetry
  • Gender: Male

Timeline

Relationship Officer

Phfl Role ( Pnb housing finance ltd)
07.2023 - Current

Home Loan Executive

Hdb finance ltd.
06.2019 - 09.2021

MBA - Finance & Information Technology

Lloyd Institute of Management & Technology

Master of Commerce -

Meerut College

Bachelor of Commerce -

DN Degree College

Intermediate

National Institue of Open School

High School

City Vocational Public School

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Priyanshu Sharma