Swapnil Mogare
Ambivali
Summary
Dynamic Home Loan Executive at CSB Bank with a proven track record in loan processing and customer relationship management. Successfully established strong client connections, enhancing customer satisfaction and retention. Expert in financial analysis and market research, driving innovative strategies that differentiated products and elevated service standards.
Overview
2
2
years of professional experience
Work History
Home Loan Executive
CSB Bank
Kalyan
08.2023 - 01.2025
- Established strong relationships with customers through regular follow-up communications.
- Monitored customer accounts to ensure timely payments were received.
- Assisted in the preparation of closing documents for home loans.
Bank Sales Executive
CSB Bank
Kalyan
09.2022 - 03.2023
- CASA in 6 months
- Researched existing competitors' products, services, rates, terms. and developed appropriate strategies to differentiate products from competition.
- Provided guidance on financial planning and investment options to customers.
- Attended networking events to establish contacts with other professionals in the banking industry.
- Organized seminars and webinars on financial literacy topics like budgeting and debt management for customers.
- Developed promotional campaigns to create awareness about various banking products among target audiences.
- Created detailed reports summarizing account activity and current balances for customers.
Education
Bachelor of Commerce -
Mumbai University
Kalyan04-2022
H S C -
Mumbai University
Mumbai 02-2019
S S C -
Mumbai University
Mumb03-2017
Skills
- Loan processing
- Financial analysis
- Customer onboarding
- Market research
- Customer relationship management
- Documentation review
- Portfolio management
- Relationship management
- Document review
- Closing procedures
- Real estate
Languages
English, Marathi, Hindi
First Language
Timeline
Home Loan Executive
CSB Bank
08.2023 - 01.2025
Bank Sales Executive
CSB Bank
09.2022 - 03.2023
Bachelor of Commerce -
Mumbai University
H S C -
Mumbai University
S S C -
Mumbai University