SONALI SURYAWANSHI
Pune
Summary
Success-oriented Senior Sales Executive offering focus and skill to tackle any sales objective. Driven to exceed monthly and yearly quotas and focused on prospecting and converting leads to promote growth. Motivated, performance-oriented and highly productive.
Overview
3
3
years of professional experience
Work History
Senior Sales Executive Mortage Loan
I PROCESS (ICICI Bank)
Pune
03.2023 - Current
- Worked with branches in the assigned market area to build relationship, assists branch associates in understanding real estate loan products
- Interiewed applicants and requested specified information for loan appliations
- Analyzed applicants financial status, credit and property evaluaion to determine the feasibility of granting loan
- Compiles loan package and facilities negotiation with applicants according to established standards
- Approves loan with specified limits or refers the loan to loan committee for approval
- Ensured loan agreements were complete and accurate according to policy
- Assured timely loan closing and funding activities
- Promoted and cross-sell other Bank Products and services as appropriate to member needs.
- Developed and implemented sales strategies to meet customer needs and increase revenue.
- Cultivated relationships with existing customers to encourage repeat business.
- Utilized CRM software to track leads and manage accounts throughout the sales cycle.
- Used cold calling and networking to sell products and services.
- Sourced new sales opportunities through inbound lead follow-up.
Mortgage Sales Executive
Quess corp (Axis Bank)
Pune
06.2021 - 03.2023
- Worked closely with brokers and lenders to obtain competitive pricing on loans.
- Developed and implemented a strategic plan to increase mortgage loan sales by 25%.
- Created and maintained relationships with real estate agents, financial advisors, and other referral sources.
- Conducted in-depth interviews with potential clients to determine their needs and preferences for mortgage loans.
- Presented various mortgage loan options to clients based on individual circumstances.
- Negotiated terms of the loan with clients.
- Analyzed credit reports, appraisals, title documents, tax returns, and other financial data of applicants.
- Ensured compliance with federal laws and regulations related to mortgage lending.
- Reviewed closing documents prior to signing to ensure accuracy of information provided by customers.
- Collaborated with internal departments such as processing, underwriting, and funding teams throughout the loan origination process.
Education
MBA -
Pune
06.2019
B.Sc -
Shivaji University
06.2017
H.S.C -
Maharashtra State Board
02.2014
S.S.C -
Maharashtra State Board
03.2012
Skills
- Sales and Results-Focused
- Customer Service
- Client Relationship Management
- Relationship selling
- Cold Calling
- Lead Generation
Accomplishments
Received best performance award for mortgage Loan in September 2023.
Personal Information
- Hobbies: Cooking, Travelling
- Date of Birth: 09/14/96
- Gender: Female
- Nationality: Indian
Languages
Marathi, Hindi
First Language
English
Elementary
A2
Timeline
Senior Sales Executive Mortage Loan
I PROCESS (ICICI Bank)
03.2023 - Current
Mortgage Sales Executive
Quess corp (Axis Bank)
06.2021 - 03.2023
MBA -
Pune
B.Sc -
Shivaji University
H.S.C -
Maharashtra State Board
S.S.C -
Maharashtra State Board