Rupesh More
Kalyan
Summary
Experienced Branch Sales Manager | Customer Service Responsible in handling Accounts pipeline reports, Client Servicing, Weekly Reporting, Account Revenue planning and forecasting. Experienced Sales Associate with a proven track record of exceeding sales targets, providing exceptional customer service and team collaboration.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Branch Sales Manager
JM Financial Home Loan Ltd
Kalyan
09.2024 - Current
- Achievements/Tasks - New Client Acquisition & Business generation for Mortgage Loans, Home Loan - Following up new business opportunities and setting up meetings with clients. - Understand customer need and develop plans to address them. Resolve customer complaint quickly and effectively
- - Communicating new product developments to Connector and DSA. - Take awareness about knowledge of competitors. - Sourcing New project for APF with builder for new lead.
Assistant Business Manager
Aavas Financiers ltd
Kalyan
01.2024 - 08.2024
- Achievements/Tasks - New Client Acquisition & Business generation for Mortgage Loans, Home Loan - Creating and implementing business strategies and plans. - Maintaining and developing good relationship with customers through personal contacts, meetings or via telephone etc. - Interviewing, recruiting, training and assessing new and existing employees. - Coordinating with customers for documents collection based on requirement of the bank / Financial Institutions
- Maintaining follow ups and client details.
Sales Associate
Tata Capital Housing Finance Ltd
Kalyan
01.2021 - 01.2024
- Achievements/Tasks - Assess customers needs and provide assistance and information on product features Handling Accounts pipeline reports, Client Servicing, Weekly Reporting - Ensure high levels of customer satisfaction through excellent sales service. - Arranging meetings for the manager with the clients. - Developed and implemented weekly sales plans, leading the team to consistently exceed targets. - Handling various projects like Rai Residency , Sai Enclave, Regency Avana, Pawashe Pride,Vaishno Pride
Senior Sales Associate
IIFL Finance Limited
Thane
11.2019 - 12.2020
- Achievements/Tasks - Attending Customer Walk Ins and addressing customer grievances w.r.t
- Home Loan process & various schemes available at IIFL. - Generate secured and unsecured loans leads from open market and through different channels
- Liaising with Chartered Accountants, Brokers, Connectors etc
- For sourcing / referring loans. - Verify customer's KYC & complete online registration
- Provide after sales service to existing customers and obtain references from them to increase customer base.
Customer Relationship Executive
Tata Capital Housing Finance Ltd
Kalyan
01.2018 - 06.2019
- Achievements/Tasks - Generate secured and unsecured loans leads from open market and through different channels
- Liaising with Chartered Accountants, Brokers, Connectors etc
- For sourcing / referring loans.
Senior Executive
ICICI Finance
Mumbai
06.2017 - 01.2018
- Achievements/Tasks - Manage Auto Loans through Bike Dealers, Direct Sales Agents and Direct Sales Teams - Empanelment of new Bike Dealers, DSA and DST in the market - Interact with the credit team, and get business approvals - Keep close watch on competitor product, policy and market strategy
Education
Master's of Business Administration -
Welingkar Institute of Management
Matunga01.2017
Bachelor's in Commerce -
University of Mumbai
KalyanSkills
- Customer Service
- Sales
- Team Collaboration
- Microsoft Office
- Sales Force
- Problem Solving
Certification
- Certificate In Business Accounting Skills, 2015
- MSCIT, 2010
Timeline
Branch Sales Manager
JM Financial Home Loan Ltd
09.2024 - Current
Assistant Business Manager
Aavas Financiers ltd
01.2024 - 08.2024
Sales Associate
Tata Capital Housing Finance Ltd
01.2021 - 01.2024
Senior Sales Associate
IIFL Finance Limited
11.2019 - 12.2020
Customer Relationship Executive
Tata Capital Housing Finance Ltd
01.2018 - 06.2019
Senior Executive
ICICI Finance
06.2017 - 01.2018
Master's of Business Administration -
Welingkar Institute of Management
Bachelor's in Commerce -
University of Mumbai
- Certificate In Business Accounting Skills, 2015
- MSCIT, 2010
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