Summary
Overview
Work History
Education
Skills
Disclaimer
Personal Data
References
Timeline
Generic
UPENDRA PATIL

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
Pune
01.2014

D.Ed. - Major Subjects Included

Pune University
Pune
01.2011

Intermediate - Arts

Nashik Board
Maharashtra
01.2009

High School -

Nashik Board
Maharashtra
01.2007

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
UPENDRA PATIL