Sonu Bansal

• Aggregation of channel partners, sourcing of loan files for different types of loans – LAP, home loans, business loans, personal loans, education loans, working capital, coordination with different banks and NBFCs for the smooth processing of loan files, running the business as a profit center, arranging, and providing training to the channel partners.

• Led and managed cross-functional teams in the SBL Lap Business to drive revenue growth, achieve sales goals, and cultivate an innovative work culture.

• Managed daily branch operations, including customer service, staff scheduling, and product distribution.Developed strategies to increase sales and improve customer satisfaction levels.

Supervised performance metrics for sales and marketing endeavors of the branch. Developed strategies to increase customer satisfaction and loyalty. Conducted regular performance reviews for all employees in the branch. Implemented internal control procedures to minimize risk exposure and maximize profitability. Maintained up-to-date knowledge of industry trends, competitive landscape, and regulatory environment. Ensured compliance with established policies, procedures, and regulations governing banking operations.

Managed day-to-day transactions of father's wholesale mobile accessories business

• Established location for Business Associate Vertical as a profit center, while managing ABAM team.Implemented new Sales Leaders

• Sold life insurance products in both retail and corporate markets, maintaining competitive pricing without exceeding budgetary constraints. Provided targeted training and support to team members who required additional assistance, facilitating their successful integration into the core group.

Handled a team of around 50 people. Looked after rural operations with the team of UBOs for promoting Wealth Management products in main satellite towns from Jammu to Jalandhar. Handled a bouquet of Wealth Management products, including different flowers like Life Insurance, General Insurance, Mutual Funds, CASA, and Credit Cards, Mortgage Loan, Car Loans, Home Loans, etc. Planned and monitored the architectural needs of P&L. Performed analysis of client financial history, identified areas of improvement, and provided recommendations.

• Performed branch operations including clearing, forms checking, and handling reports. Processed customer service requests and promoted sales of various banking products such as CASA, mutual funds, life insurance, and forex.

Handled various banking transactions, including cash management, Forex, ATM balancing, and account closures. Established strong customer relationships to increase sales and revenue generation as a result of my effective communication skills as well as proficiency in offering beneficial product information.

Joined as a faculty member, teaching diverse computer syllabi. Advanced to a center manager role, significantly growing the enrollment. Updated and designed syllabus for student population growth from 35 to 375. Trained staff members on the new curriculum. Elevated the institution's reputation in the community.