Satya Narayan
Jaipur
Summary
Dynamic Portfolio Business Manager with extensive experience at Au Small Finance Bank, excelling in driving business growth through strategic channel management and relationship building. Proven track record in achieving cross-sell targets and enhancing credit quality. Strong skills in financial analysis and team leadership, delivering exceptional results in housing finance and lap business.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Portfolio Business Manager
Au small finance Bank
Jaipur
08.2024 - Current
- Managing Jaipur-2 Hub & 4Spokes Locations Under Ajmer Cluster of Rajasthan (Jaipur Mansarovar, Jaipur Kalwar road, Jaipur VKI , Jaipur Fagi ).
- Responsible for driving business through DST, DSA, Prime, and Affordable Home Loans, and LAP.
- Finding new potential connector (Au Value) corporate channel partners and getting them enrolled with coordination, handling operations of 5 BM and 20 RO, RM, generating relationships, and controllership for sourcing a quality portfolio.
- Responsible for achieving cross-sell personal loan and insurance targets. Conduct daily meetings with partners and employees for the smooth operation of the business.
- Generation of new ideas for marketing and promotion activities for spreading awareness.
Sales Manager
Tata Capital Ltd.
12.2022 - 08.2024
- Managing 5 Hub & 8 Spokes Locations within Territory of Rajasthan(Jaipur, Jodhpur, Udaipur, Kota, Ajmer)
- Responsible for driving business through Direct LAP Business
- Finding out new potential Connector channel partner and get them enrolled with Coordination HO Depts
- Handling Operations of 5 CRE/RM,s
- Generating Relationship & Controllership for sourcing Quality Portfolio
- Responsible for achieving cross sell personal loan and insurance targets
- Conduct daily meeting with Partners and Employees for smooth operation of business
- Generation of new ideas for Marketing & Promotion activities for spreading awareness
Privileged Sales Manager
Edelweiss Broking Ltd - FPD Vertical
08.2021 - 12.2022
- Manage DSA and IFA Business approx.100 -150 with help of 05 Relationship Managers
- Manage credit quality standard through effective management of risk
- Product: -Home loan/Mortgage Loan/ Cross Sales Products- (AIF, SP, MF, Broking, LI ,GI) All Office Work (Login and Disbursement)
- Achieved basic target
- Branch Employee Relation
Senior Sales Executive
HDFC Home Loan
11.2019 - 08.2021
- Taking care of Prime Home loan and Lap through HDFC Banks Branches Channel
- Allocate HDFC Bank Branches (Nirman Nagar, Shree Gopal Nagar, Vaishali Nagar, Johari Bazar, Choura Rasta, Hanuman Nagar Ext.) Daily Conducting Morning Meeting with team and Discuss Daily Targets in to allotted Branches Manage credit quality standard through effective management of risk Product: - Home loan/Mortgage Loan Marketing Activity open Market and Channel Meeting Contact DSA and connecters All Office Work (Login and Disbursement)
- Achieved basic target Branch Employee Relation
Relationship Officer
PNB Housing Finance Ltd.
05.2019 - 11.2019
- Taking care of Prime and Affordable Home Loan & LAP through Open Market, Connector and Referral
Home Loan Sales Officer
SBI CAP SECURITIES
06.2017 - 04.2019
- Taking care of Prime Home Loan and Mortgages Loan through Brach Channel, Builder and Connector Channel
- Achievement: Pan India Top 3 position in Q4 FY -2017-18
Relationship Officer
Axis bank Ltd.
05.2016 - 05.2017
- Taking care of Asha Home Loan (Affordable Home Loans) from Open Market, Branch Channel and Connector Channel
Education
B.A -
University of KOTA
01.2016
12th -
Rajasthan, Hindi
01.2013
10th -
Rajasthan, Hindi
01.2011
Skills
- Secured loan
- Affordable housing
- Loan Against Property
- Housing Loan
- Mortgage Loans
- Channel Management
- Housing finance
- DSA Management
- Internet Computer basic knowledge
- Typing
- Channel Sales
- Corporate Sales
- Direct Sales
- Portfolio management
- Credit risk management
- Relationship management
- Sales forecasting
- Market analysis
- Strategic planning
- Business development
- Team leadership
- Customer service
- Performance tracking
- Financial analysis
Certification
- Tally accounting
- BSER 12th
- BASER 10th
Personal Information
Marital Status : Married
Father’s Name : Mr. Jagdish Meena
Date of birth : 08-07-1997
Mobile No : 9001601918 & 8949780488
Present Address : PNO.01 Ganeshpuri,Lal Mandir road , Chand Bihari Nagar , Khatipura Jaipur-302012
Permanent Address : H.NO.5 Meena Basti Village- Baroni Post Kadhiyanour Th.Chhabra Dist. Baran
Timeline
Portfolio Business Manager
Au small finance Bank
08.2024 - Current
Sales Manager
Tata Capital Ltd.
12.2022 - 08.2024
Privileged Sales Manager
Edelweiss Broking Ltd - FPD Vertical
08.2021 - 12.2022
Senior Sales Executive
HDFC Home Loan
11.2019 - 08.2021
Relationship Officer
PNB Housing Finance Ltd.
05.2019 - 11.2019
Home Loan Sales Officer
SBI CAP SECURITIES
06.2017 - 04.2019
Relationship Officer
Axis bank Ltd.
05.2016 - 05.2017
B.A -
University of KOTA
12th -
Rajasthan, Hindi
10th -
Rajasthan, Hindi
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