SHUBHAM PATHAK
Shreepur
Summary
Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Bilingual Relationship Manager knowledgeable in explaining tools clients need to build wealth management portfolios. Experienced administrative professional offering solid background in loan processing. Coordinates documents, corrects errors and liaises with external parties to complete paperwork and facilitate smooth closings. Knowledgeable aboutoperations, best practices, and regulatory requirements.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Branch Manager
IIFL Finance
Indapur
12.2023 - Current
- Created marketing campaigns and content to promote products and services of the MSME.
- Managed customer relations by responding promptly to inquiries, complaints, and feedback.
- Oversaw daily operations, including staff management and customer service, at the MSME.
- Coordinated team activities and delegated tasks to ensure efficient completion of Target
Relationship Manager
IDFC FIRST BANK LTD
Pune
10.2022 - 11.2023
- Developed and maintained relationships with potential customers to increase MSME loan business.
- Reviewed credit histories, income statements, and other financial information of loan applicants.
- Conducted risk analysis to identify potential losses associated with certain loans.
- Developed strategies for problem solving and conflict resolution among team members.
- Identified cross-selling opportunities for bank products and services.
Relationship Manager
ICICI BANK LTD
Phaltan
03.2021 - 10.2022
- Identified MSME customer needs, developed customized solutions, and provided knowledgeable advice.
- Managed a portfolio of loans, including periodic reviews for compliance with loan covenants and regulatory requirements.
- Provided assistance in completing paperwork required for loan approval process.
Education
Post Graduate Diploma in Sales And Relationship Banking -
NIIT Institute of Finance, Banking And Insurance
Pune06.2021
Bachelor of Commerce - Banking And Financial
Vidya Pratishthans ASC College Baramati
Baramati03.2020
HSC - Commerce
VPASC College Baramti
Baramti06.2017
Skills
- Service Assistance
- Customer Relationships
- Relationship Review Process
- Product Recommendations
- Customer Service
- Value Selling
- Excellent Communication
- Relationship Building
- Time Management
- Client Acquisition
- Effective Customer Communication
- Sales Support
- Service-Oriented
- Team Building Leadership
- Debt management
Certification
- NISM Certification for sale mutual fund
- IRDA Certification for sales insurance
- Certifications in Digital Marking
- Maharashtra state Certificate in Information Technology
- Certificate in Desk Top Publishing
- Course On Computer Concepts
Timeline
Branch Manager
IIFL Finance
12.2023 - Current
Relationship Manager
IDFC FIRST BANK LTD
10.2022 - 11.2023
Relationship Manager
ICICI BANK LTD
03.2021 - 10.2022
Post Graduate Diploma in Sales And Relationship Banking -
NIIT Institute of Finance, Banking And Insurance
Bachelor of Commerce - Banking And Financial
Vidya Pratishthans ASC College Baramati
HSC - Commerce
VPASC College Baramti
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