Rahul Joshi
Banking & Finance
301, Bldg No 1, Gandhi Ngr Soci, Eksar Road Borivali West
Summary
Professional Summary
- Revenue generated
- Asset Quality Maintain
- Customer satisfaction
Sourcing, customer relationship and end to end loan processing. Proven expertise in acquiring and managing MSME Clients, assessing financial requirements,ensuring accurate documentation, and coordinating with credit and operations teams for timely approvals and disbursements.
Overview
10
10
years of professional experience
3
3
Languages
Work History
Assistant Manager
Kinara Capital Pvt Ltd
10.2023 - 12.2025
- Product (Business Loan)
- MSME/Business loan Product (Unsecured)
- New Customer acquisition or existing client handling
- KYC, bank statement ,GST, or Financial documents collection
- Coordination with credit team or file login in kinara app
- Loan sanction or Disbursement follow-up
- Field visits and lead generation
- Performed well and increase my Portfolio
- Qualified gold contest march 2025
Assistant Branch Manager
Hindusthan Co - Op Credit Society Ltd
12.2021 - 06.2023
- Team Handling and Daily operations supervision
- Sales/ Business targets plan or Achieve
- New Customer acquisition and key customer relationship management
- Reporting to Branch manager
- MIS report, performance tracking or data Analysis
- Inter-department coordination (sales,credit,operations)
- Using CO-PASS Software to process GROUP APPROVAL & DISBURSEMENT.
Senior Relationship Officer
Suryoday Small Finance Bank
09.2020 - 07.2021
- Product (JLG) Joint Liability Group
- Co-ordination with branch leadership and generate a lead for the monthly sales target.
- Implementing the strategy for collection
- Monthly disbursement customers 80
- Attained existing customer and acquisition new customer base.
- loan sanction to disbursement end to end loan handling
Senior Officer
Jana Small Finance Bank
03.2019 - 09.2020
- Maintain Relationship With Customer And Focus Customer Satisfaction
- Customer onboarding, KYC or compliance checks
- Loan processing, file login, documentation verification
- Push the Customer to Get Instant Gold Loan With Lower Interest rate
- Monthly sales 60 lakh (more than 125 customers disbursement in monthly)
- Expert in Area knowledge
- Expert in Marketing Source
Customer Service Executive
Exide Industries Ltd
03.2016 - 10.2018
- Handled Calls to provide information about products and services
- Worked on SAP software as well as excel
- Prepared daily warranty Claims of battery In SAP
- Daily updated the decisions of battery in SAP system
- Prepared billing process and maintained dealer account
- Maintained stock management as per the requirement from hub
Education
B.com (pass) - Commerce
St. Rock's College of Commerce & Science
Borivali West 04.2001 -
Skills
Strong communication and interpersonal skills
Personal Details
DATE OF BIRTH – 26 JUN 1992
MARITAL STATUS – MARRIED
I hereby declare that the above written particular are true to the best of my knowledge and belief.
Place: Mumbai Signature
Date
Courses
- Computer Education
- Basic
Timeline
Assistant Manager
Kinara Capital Pvt Ltd
10.2023 - 12.2025
Assistant Branch Manager
Hindusthan Co - Op Credit Society Ltd
12.2021 - 06.2023
Senior Relationship Officer
Suryoday Small Finance Bank
09.2020 - 07.2021
Senior Officer
Jana Small Finance Bank
03.2019 - 09.2020
Customer Service Executive
Exide Industries Ltd
03.2016 - 10.2018
B.com (pass) - Commerce
St. Rock's College of Commerce & Science
04.2001 -