ADCATALLY PRIME
Hi, I’m
VIKASH RAI
SALES ASSOCIATES
Mumbai
Summary
Dynamic Loan Advisor with a proven track record at Bajaj Auto, excelling in loan structuring and risk evaluation. Cultivated strong client relationships, enhancing satisfaction and retention. Adept at leveraging market insights to drive successful loan closures, while mentoring junior advisors to foster a collaborative team environment.
Overview
2
years of professional experience
3
Languages
Work History
Bajaj Auto
Loan Advisor
04.2025 - 01.2026
Job overview
- Ensured compliance with federal, state, and company policies by conducting thorough audits of all loan documentation.
- Boosted customer satisfaction levels with a timely response to inquiries and resolution of issues.
- Monitored market trends to capitalize on emerging opportunities within the mortgage industry that could benefit clients or increase revenue streams.
- Achieved successful loan closures by diligently managing client relationships throughout the entire application process.
Ola Consulting
Ola Advisor
02.2024 - 03.2025
Job overview
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
Education
VBSPUJaunpur, India
Bachelor of Arts from Art Education
04.2001
Skills
Loan structuring
Documentation review
Risk evaluation
Portfolio management
Financial planning
Software
MICROSOFTWORD,EXCEL,POWERPOINT
Advanced excel( pivot tables, vlookup , Marcos,Data analysis)s,
Timeline
Loan Advisor
Bajaj Auto
04.2025 - 01.2026
Ola Advisor
Ola Consulting
02.2024 - 03.2025
VBSPU
Bachelor of Arts from Art Education
04.2001