Open To Work
SATISH HATAGALE
Relationship Manager in HDFC Bank
Pune,Maharashtra
Work Preference
Summary
Seeking a Challenging Position in a Progressive Organization where I can Utilize My Knowledge and Skills. Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Work History
HDFC Home Loans Relationship Manager
HDFC Sales Pvt Ltd (HDFC Bank)
03.2021 - Current
- For HDFC Bank of Home Loans Product.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Monitored pipelines to track and log status of loans.
- Assisted customers with completing loan applications and other paperwork.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Helped college students obtain financial aid through loan programs.
- Explained very technical financial information to applicants in easy to understand language.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Processed loan applications and monitored progress from start to finish.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
- Developed and maintained relationships with customers, lenders and other third parties.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Proven ability to learn quickly and adapt to new situations.
Operation Officer
Ujjivan Small Finance Bank
01.2019 - 02.2021
- For Home Loan, LAP, SELF Construction, and MSME Loan & Unsecured Loan.
- Referred customers to other banking departments for specialized services.
Operations Senior Executive
Axis Securities Ltd (Axis Bank)
11.2017 - 01.2019
- Client working With Axis Bank Loan Center for PL Disbursement and Home Loan, BT, Vender BT, LAP, LAS, Top-up, Resale Dispatch with PDD cell.
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
Operation Executive
HDB finance services (HDFC Bank)
01.2016 - 11.2017
- Client working With HDFC Bank for Auto Loan, Two wheeler Loan, CV & CD Loan with All Disbursement to Dispatch process with PDD handling.
- Resolved problems, improved operations, and provided exceptional service.
Overview
12
12
years of professional experience
4
4
Languages
6030
6030
years of post-secondary education
Education
SSC - Kolhapur Division
Sant Gadge Maharaj Ashram Shala Bramhapuri
Satara03.2007
HSC - Kolhapur Division
Padmashri Vasantdada College Rahimatpur
Satara02.2009
B.COM - Shivaji Unversity
SMSMP College Rahimatpur
Satara 10.2012
M.COM - Pune University
Wadia College
Pune05.2015
Skills
- TALLY ERP 9
- TALLY FINANCIAL ACCOUNTING PROGRAM (TFAP)
- TYPING MARATHI 30WPM
- TYPING ENGLISH 40WPM
- GDC & A
- NCC
Additional Information
5.5 Years' Experience in Home Loan Sales Department in HDFC Bank as Relationship Manager
Languages
English
Upper intermediate (B2)
Hindi
Advanced (C1)
Marathi
Bilingual or Proficient (C2)
Kannada
Intermediate (B1)
Other Qualifications
- TALLY ERP 9
- TALLY FINANCIAL ACCOUNTING PROGRAM (TFAP)
- TYPING MARATHI 30WPM, ENGLISH 40WPM
- G.D.C & A.
- N.C.C.
Personal Information
- Gender: Male
- Marital Status: Married
Hobbies and Interests
- Reading Books
- Trekking & Traveling
- Work Skill Development
- Meet with Builder, Broker and Customer for Product information and professional relation built-up
Disclaimer
I hereby declare that the Information furnished above is true to best of my knowledge.
Timeline
HDFC Home Loans Relationship Manager
HDFC Sales Pvt Ltd (HDFC Bank)
03.2021 - Current
Operation Officer
Ujjivan Small Finance Bank
01.2019 - 02.2021
Operations Senior Executive
Axis Securities Ltd (Axis Bank)
11.2017 - 01.2019
Operation Executive
HDB finance services (HDFC Bank)
01.2016 - 11.2017
M.COM - Pune University
Wadia College
SSC - Kolhapur Division
Sant Gadge Maharaj Ashram Shala Bramhapuri
HSC - Kolhapur Division
Padmashri Vasantdada College Rahimatpur
B.COM - Shivaji Unversity
SMSMP College Rahimatpur