Satish Tiwari
Vasai
Summary
Detail-oriented and customer-focused Personal Loan Officer with 6 years of experience in the banking industry. Proven track record of successfully managing personal loan portfolios, cultivating client relationships, and exceeding sales targets. Seeking to leverage expertise in financial analysis, risk assessment, and customer service to contribute to the growth and success of
Overview
6
6
years of professional experience
Work History
Sales Executive
PaySense Services India Private Limited
Mumbai
10.2023 - Current
- Evaluate loan applications and assess applicants' financial situations to determine eligibility for personal loans.
- Worked effectively in fast-paced environments.
- Self-motivated, with a strong sense of personal responsibility.
Sales Executive
Bajaj Finserv
Mumbai
04.2022 - 09.2023
- Communicated with clients, loan officers, and underwriters to facilitate the loan approval process.
- Assisted in coordinating loan closings and disbursing funds in accordance with established procedures.
- Reviewed loan applications and supporting documentation to ensure completeness and accuracy.
- Created and implemented successful sales campaigns to drive leads and increase sales.
Senior Sales Executive
HDB Financial Services
Mumbai
12.2021 - 03.2022
- Meet and exceed sales targets by actively promoting personal loan products and cross-selling additional banking products and services.
- Reviewed loan applications and supporting documentation to ensure completeness and accuracy.
- Prepared loan files for underwriting review and followed up on outstanding documentation as needed.
Sales Executive
Bajaj Finserv
Mumbai
03.2018 - 11.2021
- Analyze credit reports, income documentation, and other financial information to make informed lending decisions.
- Work closely with clients to understand their financial needs and recommend personalized loan solutions.
- Educate customers about loan options, terms, and repayment plans, ensuring transparency and clarity throughout the loan process.
- Maintain accurate records of loan applications, approvals, and disbursements, adhering to regulatory requirements and internal policies.
Education
LLB -
Mumbai University
MUMBAI05.2021
HSC -
Maharashtra Board
Mumbai, India02.2014
SSC -
Maharashtra Board
Mumbai, India03.2012
Skills
- Strong understanding of personal loan products, lending regulations, and underwriting guidelines
- Exceptional interpersonal and communication skills, both verbal and written
- Proven track record of meeting and exceeding sales targets
- Detail-oriented with a commitment to accuracy and compliance
Languages
Marathi, English & Hindi
Personal Information
- Father's Name: Mr. Shivprasad Tiwari
- Date of Birth: 09/23/1995
- Gender: Male
- Nationality: Indian
- Marital Status: Married
- Religion: Indian
Hobbies and Interests
Playing Cricket, Reading
Disclaimer
I hereby affirm that the information in this document is accurate and true to the best of my knowledge.
Timeline
Sales Executive
PaySense Services India Private Limited
10.2023 - Current
Sales Executive
Bajaj Finserv
04.2022 - 09.2023
Senior Sales Executive
HDB Financial Services
12.2021 - 03.2022
Sales Executive
Bajaj Finserv
03.2018 - 11.2021
LLB -
Mumbai University
HSC -
Maharashtra Board
SSC -
Maharashtra Board