ROSHAN PAHARI
Team Leader - Business Loans
New Delhi
Summary
An experienced sales professional with a solid track record within business to business sales. Possessing a strong commercial acumen and having a proven track record in closing deals over the telephone. Having a depth understanding the importance of customer service and recognizing the need to balance profitable growth with customer satisfaction.
Overview
10
10
years of professional experience
2
2
Languages
Work History
Team Lead
Loansjagat.com
11.2024 - Current
- Company Overview: [AF Financial Technology Private Limited]
- Supervise daily operations and ensure team productivity for Business Loans.
- Allocate tasks based on team member’s strengths and workloads.
- Monitor team performance and provide regular feedback.
- Act as the bridge between upper management and the team.
- Handle escalations and resolve conflicts quickly.
- Make data-driven decisions in alignment with team and company goals.
- Maintain documentation of team activities and performance metrics.
- [AF Financial Technology Private Limited]
Deputy Manager
LOANFRAME
06.2023 - 04.2024
- Company Overview: [Frame Technology Marketing Services Private Limited]
- Understanding customer profile to check eligibility for Business Loans.
- Collecting documents through online mode and through partner’s support.
- Build and Retain a Portfolio of Retail and SME Clients to achieve the assigned targets numbers and service standards.
- Generate new loan partners (DSA’s), Connectors, Sub-Connectors or Brokers.
- Review and ensure client’s document completeness.
- Responsible for ensuring the overall process of loan disbursement to client.
- Inter department relationship to improve the service to the customer better co-ordination to ensure better result to customers.
- [Frame Technology Marketing Services Private Limited]
Sales Manager- Business Team
Eduvanz Financing Pvt Ltd
01.2022 - 02.2023
- Create a world-class platform by improving customer engagement and satisfaction and have complete ownership for digital product i.e. Education Loan.
- Support institute to complete the Eduvanz application.
- Understanding the credit policies and making the correct analysis of application.
- Keep a track of institutes performance.
- Relationship management with institute decision makers.
- Responsible for quarterly numbers.
- Management of Relationship managers to achieve their numbers and helping them resolve their queries.
Relationship Manager
ZIPLOAN (Blue Jay Finlease Ltd)
08.2018 - 12.2021
- Company Overview: [Blue Jay Finlease Ltd.]
- Understanding customer profile to check eligibility for Business Loans.
- Collecting documents through online mode and through field support.
- Checking and completing client’s business info application by fetching Cibil & Banking data.
- Build and Retain a Portfolio of Retail and SME Clients to achieve the assigned targets numbers and service standards.
- Generate new loan partners (DSA) and cross sell auxiliary loan products and other products and services.
- Track and convert all business leads generated and passed on by other units, including customer service referrals.
- Review and ensure client’s document completeness.
- Responsible for ensuring the overall process of loan disbursement to client.
- Inter department relationship to improve the service to the customer Better co-ordination to ensure better end result to customers.
- [Blue Jay Finlease Ltd.]
Cadre
INDIALENDS
08.2016 - 01.2018
- Company Overview: [GC Web Venture Pvt. Ltd.]
- Calls handling (Outbound process) for Personal Loans.
- Listening to the customer’s needs to generate repeat sales.
- Keeping up to date on all products and informing customers of new products.
- Documents collection and completion of pending required docs over the phone.
- Follow-up with the Internal & External team for business operations.
- Sending all the files to bank by checking customers profile and needs.
- Complete the discrepancies directly from the customers.
- Coordination with bankers to fulfill customer needs.
- Checking customer eligibility and needs of customer (Cibil, Salary, Company listing etc.)
- Maintaining conversion ratio of leads taken against disbursal done for the month.
- [GC Web Venture Pvt. Ltd.]
Travel Adviser
MAKEMYTRIP
06.2015 - 08.2016
- Company Overview: [Intelenet Global Services Pvt Ltd.]
- Calls handling (Inbound process) for Travel Packages.
- Listening to the customer’s needs to generate repeat sales.
- Keeping up to date on all packages and offers.
- Understanding customer’s requirement and selling the best packages according to his/her needs.
- Selling a range of products and services to customers.
- Working on high quality appointment and setting campaign to fix appointments with particular trip.
- Closing and making plans to gain repeat business.
- Attending trade-shows & industry events.
- Generating cab lines for FIT clients.
- [Intelenet Global Services Pvt Ltd.]
Education
10th -
CBSE Board
New Delhi, India01-2012
12th - Commerce Stream
CBSE Board
01-2015
Bachelor of Arts - Humanities
Delhi University
New Delhi, India01-2021
Skills
Key Competencies And Skills
Experience of generating new business through direct marketing., Having a professional and direct telephone manner., Producing written information for customers and reports for managers., Skilled in identifying and qualify opportunities., Experience of working in a sales environment., Ability to sell to senior managers and directors., Experience of Microsoft software like Word, Excel and PowerPoint., Experience of CRM systems., A solid team player who thrives on working in a fast-paced environment., Able to react quickly and effectively when dealing with challenging situations., Having a persuasive personality & focused on achieving goals., Possessing a confident and articulate telephone manner., Having a burning desire to succeed., Adaptive to change and ability to multi-task., Able to work as part of a team and in a busy telephony environment., Enjoy working to KPI's and departmental targets., Ability to stay calm under pressure., Resilient and proactive., Well spoken.
Personal Information
- Father's Name: Sh. Kailash Pahari
- Date of Birth: 06/22/95
- Nationality: Indian
- Marital Status: Married
Disclaimer
I hereby declare that all above mention information is correct up to my knowledge and I bear the Responsibility for the correctness of the above mentioned particular.
Timeline
Team Lead
Loansjagat.com
11.2024 - Current
Deputy Manager
LOANFRAME
06.2023 - 04.2024
Sales Manager- Business Team
Eduvanz Financing Pvt Ltd
01.2022 - 02.2023
Relationship Manager
ZIPLOAN (Blue Jay Finlease Ltd)
08.2018 - 12.2021
Cadre
INDIALENDS
08.2016 - 01.2018
Travel Adviser
MAKEMYTRIP
06.2015 - 08.2016
10th -
CBSE Board
12th - Commerce Stream
CBSE Board
Bachelor of Arts - Humanities
Delhi University
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