Sunil Pawar
Nasik
Summary
Accomplished Sales Professional with over 8 years of experience in Personal and Business Loans, Insurance Cross-Sell, and Portfolio Management. Expertise in driving business growth, enhancing portfolio quality, and managing high-value customer cases within the NBFC sector. Skilled in SFDC, loan processing, and sales strategy execution.
Overview
3
3
Languages
11
11
years of professional experience
Work History
Area Manager - OMPL
Bajaj Finance Limited
Nashik, India
12.2023 - Current
- Drove business growth by focusing on customer acquisition, cross-selling, and enhancing portfolio value through targeted initiatives.
- Implemented sales strategies and competitive initiatives to increase market penetration and revenue generation.
- Managed Personal Loan and Business Loan sales operations for the assigned branch/territory.
- Monitored branch portfolio performance and ensured business targets were achieved as per company guidelines.
- Motivated sales staff to enhance strategies through competitions and personalised coaching plans, fostering a culture of continuous improvement.
- Conducted regular performance reviews with team members, setting clear objectives and addressing any areas for improvement.
- Analysed market trends to identify opportunities for business growth and competitive advantage.
- Analyzed business MIS, reports, and market trends to identify growth opportunities and improve productivity.
- Guided sales executives in achieving business objectives and maximising productivity through tailored support and coaching.
- Coordinated with Credit, Operations, and Sales teams for smooth loan processing and customer servicing.
- Conducted customer discussions for high-ticket and sensitive cases to support business decisions.
- Reviewed KYC, bank statements, income documents, and financial records for loan sourcing and quality checks.
- Managed insurance cross-sell, loan sourcing, and portfolio retention activities to improve profitability.
- Ensured compliance with company policies, operational standards, and documentation requirements.
- Utilized SFDC and internal systems for lead management, business tracking, and portfolio monitoring.
Manager - Prospect Personal Loan
Bajaj Finance Limited
Nashik, India
05.2019 - 12.2023
- Achieved monthly targets for prospect personal loans, CPP live assist, and Max Bupa insurance
- Sold life and general insurance, personal and business loans to meet diverse customer needs
- Portfolio management and enhancing
- Maintain the portfolio of the branch as per company criteria
- Scrutiny of all types of documents which are required for loan processing like KYC, bank statements, statement of accounts
- Conducting personal discussion with customer for high ticket/doubtful cases, executive cross verification and business verification on field
- Coordinated daily operations to ensure smooth workflow within the team.
- Ensure schedule and objectives are met
- Create reports, analyse and interpret data
- Assisted Area Manager in organising, planning, and implementing sales strategy to enhance team performance
- Implement competitive strategy
- Detailed knowledge of SFDC, and other BFL websites/applications
- Continually Advance product knowledge
Sales Executive - Digital Product Finance
Bajaj Finance Limited under the payroll of Adecco India private limited/IKYA human capital solution (A division of Quess corp limited)
Nashik, India
07.2015 - 05.2019
- Achieved monthly targets for digital products, including CPP and live assist insurance
- Implement new strategy to increase sales and target
- Managed relationships with clients to ensure satisfaction and retention
- Handled customer inquiries and effectively persuaded clients to consider financing options
- Trained newly joined executives on policies and responsibilities to ensure compliance and effectiveness
- Scrutiny of all types of documents which are required for loan processing
Education
B. B. A. -
S. N. D. Arts, Science and Commerce College
Yeola01-2016
H. S. C. -
N. V. P. M. Arts, Commerce And Science College
Lasalgaon01-2012
S. S. C. -
L. D. P. Vidyalaya
Lasalgaon01-2010
Skills
- Business growth
- Customer acquisition
- Sales strategy
- Sales team development
- Time management
- Team motivation
- Team collaboration
- Relationship management
Awards
- Heroes Award - April'20
- Going the Extra Mile Award - Nov'19
Languages
Marathi
English
Hindi
Hobbies and interests
- Reading
- Travelling
Custom
I hereby declare that the information given herewith is correct to my knowledge and I will be responsible for any discrepancy., 2023-10-01, Sunil K. Pawar
Timeline
Area Manager - OMPL
Bajaj Finance Limited
12.2023 - Current
Manager - Prospect Personal Loan
Bajaj Finance Limited
05.2019 - 12.2023
Sales Executive - Digital Product Finance
Bajaj Finance Limited under the payroll of Adecco India private limited/IKYA human capital solution (A division of Quess corp limited)
07.2015 - 05.2019
B. B. A. -
S. N. D. Arts, Science and Commerce College
H. S. C. -
N. V. P. M. Arts, Commerce And Science College
S. S. C. -
L. D. P. Vidyalaya