UPENDRA PATIL
PUNE
Summary
Dynamic Branch Manager with proven success at INDOSTAR HOME FINANCE LTD., excelling in loan disbursement and customer relationship management. Expert in leading teams to achieve sales targets and enhance cross-selling techniques, driving significant growth in home loan products. Adept at analytical research to optimize financial processes and strategies.
Overview
14
14
years of professional experience
Work History
Branch Manager
INDOSTAR HOME FINANCE LTD.
05.2024 - Current
- Lead the modeling, planning, and execution of all financial processes.
- Team Handling (DSA Manager, Collection Manager, Team Manager)
- Taking Care of Collection
- Maintaining relationships with the customers.
- Sourcing files from the given location through cold calling.
- Sanction and disbursement of home loans and mortgage loans.
- Cross-selling of insurance.
- Prepare a sales plan and strategies for assigning targets.
- Home loan product - corporate loans, R-zone, Gunthewari, BT, BT-top new purchase, resale purchase, extension, improvement, contraction.
- Lap (mortgage) - such as a house or commercial property, as collateral collection - up to 24 mob.
Sales Manager
Art HOUSNIG FINANCE LTD
10.2023 - 05.2024
- Lead the modeling, planning, and execution of all financial processes.
- Team Handling (DSA Manager, Collection Manager, Team Manager)
- Taking Care of Collection
- Maintaining relationships with the customers.
- Sourcing files from the given location through cold calling.
- Sanction and disbursement of home loans and mortgage loans.
- Cross-selling of insurance.
- Prepare a sales plan and strategies for assigning targets.
- Home loan product - corporate loans, R-zone, Gunthewari, BT, BT-top new purchase, resale purchase, extension, improvement, contraction.
- Lap (Mortgage) - Such as a house or commercial property, as collateral collection - up T012 Mob.
Branch Manager
PNB Housing finance Pvt Ltd.
01.2023 - 10.2023
- Lead the modeling, planning, and execution of all financial processes.
- Team Handling.
- Taking Care of Collection.
- Maintaining Relationships With Customers.
- Sourcing files from the given location through cold calling.
- Sanction and disbursement of home loan and mortgage loan.
- Cross-Selling of Insurance.
- Prepare a sales plan and strategies to assign targets.
- Below 15 lac loan sanction.
Branch Manager
India Shelter Housing Finance Ltd.
04.2022 - 01.2023
- Lead The Modelling, Planning And Execution Of All Financial Processes.
- Team Handling
- Taking Care Of Collection
- Maintaining Relationship With The Customers.
- Sourcing Files From The Given Location Through Cold Calling.
- Sanction And Disbursement Of Home Loan And Mortgage Loan
- Cross Selling Of Insurance
- Prepare Sales Plan And Strategies Of Assign Target.
- Below 15 Lac Loan Sanction
- Home loan Product - Corporate Loans, R-zone, Gunthewari, BT, BT-Top New Purchase, Resale Purchase, Extension, Improvement, Contraction
- Lap (Mortgage) - Such as A House Or Commercial Property, As Collateral. Collection-up T012 Mob
Relationship Manager
Poonawalla Housing Finance Ltd
07.2021 - 04.2022
- Home Loan Product - R-zone, Gunthewari, BT-TOPUP: New Purchase, Resale Purchase, Extension, Improvement.
- Collection up T0 - 12 Mob.
- Lap (mortgage) - such as a house or commercial property, as collateral.
Customer Manager
Mahindra Rural Housing Finance Ltd
12.2018 - 11.2020
- Home loan Product -: Resale Purchase, Extension, Improvement, Contraction, New Purchase Etc.
- Collection up 12 months.
Ass. Manager
Bajaj Housing Finance Ltd
12.2017 - 12.2018
- Product: BT-Top, calling for APF.
Asst. Manager
Lilawati Publication
02.2012 - 12.2017
- Such as taking orders from related state government schemes.
- Calendar and posters.
- Adopt innovative ideas and selling.
Education
B.A. - Major Subjects Included
Pune University
Pune01.2014
D.Ed. - Major Subjects Included
Pune University
Pune01.2011
Intermediate - Arts
Nashik Board
Maharashtra01.2009
High School -
Nashik Board
Maharashtra01.2007
Skills
- Team leadership
- Analytical research
- Effective presentations
- Cross-selling techniques
- Loan disbursement
- Customer relationship management
Disclaimer
I Confirm That the Information Provided by Mentioned to the Best of My Knowledge and belief.
Personal Data
08/05/91, MALE, INDIAN, MARRIED, ENGLISH, HINDI, MARATHI, MARKETING, PLAYING CRICKET, MARKETING
References
References available upon request.
Timeline
Branch Manager
INDOSTAR HOME FINANCE LTD.
05.2024 - Current
Sales Manager
Art HOUSNIG FINANCE LTD
10.2023 - 05.2024
Branch Manager
PNB Housing finance Pvt Ltd.
01.2023 - 10.2023
Branch Manager
India Shelter Housing Finance Ltd.
04.2022 - 01.2023
Relationship Manager
Poonawalla Housing Finance Ltd
07.2021 - 04.2022
Customer Manager
Mahindra Rural Housing Finance Ltd
12.2018 - 11.2020
Ass. Manager
Bajaj Housing Finance Ltd
12.2017 - 12.2018
Asst. Manager
Lilawati Publication
02.2012 - 12.2017
B.A. - Major Subjects Included
Pune University
D.Ed. - Major Subjects Included
Pune University
Intermediate - Arts
Nashik Board
High School -
Nashik Board
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