ROHIT BANSODE
B.COM , ALSI
PUNE,MH
Work Preference
Summary
Relationship Manager building customer relationships and supporting sales and business development in home
Loan. Manages lead generation. End-to-end loan management, DSA channel management, and customer service to
keep applications moving smoothly from first contact through closure. Strengthens client confidence through clear
coordination with 10+ partners per file, internal teams, and product knowledge.
Overview
7
7
Certifications
3
3
years of professional experience
3
3
Languages
Work History
Relationship Manager.
ICICI Home Finance Company LTD.
PUNE
04.2025 - 08.2026
- Source, onboard, and retain high-value Customers , clients ensuring
alignment between client needs and product offerings. - Generated 10-15 qualified home loan leads through relationship management, customer follow-up, and channel outreach.
- Maintained customer relationships across the home finance cycle, delivering clear updates and responsive service.
- Coordinated DSA channel management and partnered with colleagues to support lead flow and timely follow-up.
- Reviewed home loan documentation, property document review, and KYC verification to support application readiness.
- Supported credit appraisal, loan eligibility assessment, disbursement coordination, and loan sanction follow-up through the approval process.
- Provided guidance on loan terms, interest rates, loan amounts, and repayment options.
- Supported DSA channel partners by tracking leads and maintaining regular follow-up on open cases.
- Assessed customer eligibility using income details, credit checks, and basic loan criteria.
- Coordinated home loan disbursements monthly with timely follow-up and document completion.
Sales Executive
L&T Finance
Pune
05.2023 - 03.2025
- Processed 10-15 loan applications per month while coordinating documentation and follow-up through the sales cycle.
- Built strong client relationships to support repeat business and referral opportunities.
- Managed end-to-end Auto loan discussions from initial inquiry through sanction follow-up.
- Identified new sales opportunities through field engagement and customer outreach.
- Participated in team coordination to share updates and keep work aligned across sales activities.
- Supported field outreach to identify new prospects and expand the auto loan pipeline.
- Managed customer inquiries from first contact through loan discussion and next-step coordination.
Education
Bachelor of Commerce - Business Communication
S.B.Kul College PUNE
Pune, Maharashtra03-2021
HSC Commerce Standard - Accounting
B.V.K College PUNE
Pune01-2018
Skills
Relationship management
Sales and business development
Customer service
Lead generation and acquisition
Teamwork and collaboration
DSA channel management
Home loan documentation
Credit appraisal
Certification
ALSI (Advance Level Smart Investor)
Personal Information
- Date of Birth: 25 Dec. 1999
- Gender: Male
- Marital Status: Unmarried
- Languages known : English, Marathi, Hindi
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Languages
English
Upper intermediate (B2)
Hindi
Advanced (C1)
Marathi
Advanced (C1)
Software
ADVANCE EXCEL
MS OFFICE
TALLY GST
Interests
Swimming
Timeline
Relationship Manager.
ICICI Home Finance Company LTD.
04.2025 - 08.2026
Sales Executive
L&T Finance
05.2023 - 03.2025
HSC Commerce Standard - Accounting
B.V.K College PUNE
Bachelor of Commerce - Business Communication
S.B.Kul College PUNE