SOURABH KUMAR
DEPUTY MANAGER
Delhi
Summary
Deputy Manager leading loan sales, client acquisition, and post-sale coordination across 7–8 sales executives. Manages 100+ loan applications per month, loan processing, customer queries, and documentation while keeping performance reviews aligned to sales targets. Brings Salesforce CRM and data validation discipline to protect client experience and data integrity.
Overview
2
2
Languages
5
5
years of professional experience
Work History
Deputy Manager of Finance
Muthoot Finance Ltd
01.2026 - Current
- Reviewed customer files and financial records to confirm completeness before processing requests.
- Coordinated with branch teams to resolve pending account issues and keep daily operations moving.
- Monitored finance workflows and flagged exceptions for timely follow-up and correction.
- Maintained customer relationship notes to support consistent follow-up and informed service conversations.
- Resolved customer escalations with clear communication and careful follow-up through final closure.
- Tracked sales leads and updated pipeline status to support follow-up and conversion activity.
Deputy Manager
Bajaj Finance Ltd.
06.2022 - 12.2025
- Led 7–8 sales executives to drive loan product sales and client acquisition across Noida.
- Managed end-to-end loan processing, from application review through post-sale documentation.
- Handled customer queries and escalations with clear communication and timely follow-up.
- Conducted regular team reviews to track performance metrics and keep sales targets on pace.
- Supported loan product sales by strengthening lead generation and client acquisition efforts.
- Maintained accurate sales records in Salesforce CRM and MS Office to support pipeline tracking.
- Coordinated with internal teams to move cases smoothly and resolve documentation gaps quickly.
Sales Executive
Square Yards
02.2022 - 05.2022
- Presented properties and investment options to prospective buyers, translating features into clear purchase value.
- Negotiated residential and commercial deals to move opportunities from interest through final agreement.
- Tracked leads, sales activity, and pipeline updates in Salesforce CRM to support forecasting and timely client follow-up.
Data Analyst
Eminenture
09.2021 - 12.2021
- Cleaned client datasets by correcting errors, standardizing formats, and improving analysis readiness.
- Tracked record updates in internal systems to strengthen documentation control and traceability.
- Resolved data discrepancies across client files by applying critical thinking and consistent review.
Insurance Intern
Investosure Pvt. Ltd.
05.2021 - 07.2021
- Maintained Salesforce CRM records, updating lead details and documentation for follow-up accuracy.
- Validated lead information and supported client relationship management through clear communication with prospects.
- Supported sales follow-up by organizing outreach priorities and coordinating handoffs between internal teams.
Education
Master of Business Administration -
Noida International University
Greater Noida07.2022
Bachelor of Arts -
Guru Ghasidas Central University
Bilaspur, Chhattisgarh10.2020
12Th -
Swami Vivekanand Public School
Yamuna Nagar, Haryana08.2016
10Th -
Swami Vivekanand Public School
Yamuna Nagar, Haryana05.2012
Skills
Team leadership
Sales forecasting
Lead generation
Performance management
Deal negotiation
Salesforce CRM
Client relationship management
Data validation
Customer escalation handling
Documentation control
MS Office
Sales performance analysis
Pipeline management
Cross-functional coordination
Process improvement
ACHIEVEMENTS
Awarded 'Employee of the Month' twice at Bajaj Finance Ltd
D.O.B
19, Nov, 1996
Timeline
Deputy Manager of Finance
Muthoot Finance Ltd
01.2026 - Current
Deputy Manager
Bajaj Finance Ltd.
06.2022 - 12.2025
Sales Executive
Square Yards
02.2022 - 05.2022
Data Analyst
Eminenture
09.2021 - 12.2021
Insurance Intern
Investosure Pvt. Ltd.
05.2021 - 07.2021
Master of Business Administration -
Noida International University
Bachelor of Arts -
Guru Ghasidas Central University
12Th -
Swami Vivekanand Public School
10Th -
Swami Vivekanand Public School