Summary
Overview
Work History
Education
Skills
Languages
Personal Information
Pilot Project
Timeline
Generic

Vimal P Rajgor

Nalasopara East

Summary

Dynamic mortgage specialist with a proven track record at HSBC Ltd, excelling in lead generation and business development. Expert in Microsoft Excel, I consistently achieved sales targets while training teams and enhancing operational efficiency. My strong communication skills and strategic approach drove significant revenue growth and ensured compliance throughout the loan process.

Overview

19
19
years of professional experience

Work History

MSF Mortgage Specialist (Lead Generation Team)

HSBC Ltd
Mumbai
10.2021 - Current
  • Achieved mortgage sales targets through strategic business development initiatives.
  • Generated leads from channel partners and managed processes until disbursal.
  • Ensured accurate and discrepancy-free application submissions.
  • Trained channel partners via engagement with Sales Quality Coaches to enhance knowledge.
  • Managed customer interactions from initial logging to final document exchange.
  • Collaborated with Credit and Operations teams to expedite case processing.
  • Maintained comprehensive Logging and Disbursal MIS for performance tracking.
  • Performed due diligence during customer onboarding to uphold standards.

Branch Mortgage Specialist (Self Sourcing & Branch Sourcing)

HSBC Ltd
Mumbai
05.2015 - 09.2021
  • Achieved Branch Mortgage sales targets through strategic business development initiatives.
  • Generated mortgage applications and ensured conversion through disbursal stage.
  • Ensured error-free submission of applications to Regional Processing Centers.
  • Trained branch staff, enhancing skills through collaboration with Sales Quality Coaches.
  • Managed customer interactions from initial logging to exchange of original documents.
  • Liaised with Credit and Operations teams to expedite processing of cases.
  • Maintained accurate logging and disbursal MIS for the branch.
  • Developed business from open market sources, driving revenue growth.

Assistant Manager – Home Loan Operation

HSBC Ltd
Mumbai
04.2010 - 04.2015
  • Oversaw home loan disbursal operations, ensuring compliance with processing timelines.
  • Tracked and logged all disbursal activities, adhering to turnaround times.
  • Collaborated with underwriters on valuation deviations and addressed legal queries with LGA.
  • Captured data accurately in the system, maintaining error-free records.
  • Reviewed processes to identify risks and recommended solutions for improvements.
  • Maintained comprehensive MIS and documentation for audit purposes.
  • Processed pre-approval files, managing from data capture to underwriter recommendations.
  • Coordinated with sales teams to resolve discrepancies prior to approval.

Associates: - Collection- tele-Caller

HSBC Ltd
05.2009 - 03.2010
  • Calling customer for credit card dues recovery.
  • Achieve the 90% target overall customer list in month.
  • Handling MIS of collection.
  • Achieve 100% score in tele calling quality.
  • Generating revenue from collection

Team Leader – CASA (Sales)

IDBI bank
Mumbai
02.2008 - 04.2009
  • Managed sales team to drive CASA business growth and achieve monthly targets.
  • Generated leads through promotional activities and telecalling efforts.
  • Maintained monthly MIS to monitor performance metrics and sales trends.
  • Organized promotional events to enhance visibility of CASA products.
  • Facilitated effective communication within sales team to optimize operations.

Sales Executive – CASA

HDFC Bank LTD
Mumbai
04.2006 - 01.2008
  • Achieved monthly business targets through effective strategies and execution.
  • Sourced CASA business to expand market presence and client base.
  • Generated revenue for company by optimizing sales processes.
  • Created leads through diverse promotional activities and campaigns.
  • Secured leads from existing customers via referral initiatives.

Education

T.Y.B.COM. -

K.G. Mittal College
06.2006

HSC -

K.G. Mittal College
03.2003

SSC -

I.B.PATEL School
03.2001

Skills

  • Computer proficiency
  • Microsoft Word expertise
  • Microsoft Excel expertise
  • Microsoft PowerPoint expertise

Languages

  • English
  • Marathi
  • Hindi

Personal Information

  • Date of Birth: 06/04/85
  • Nationality: Indian
  • Marital Status: Married

Pilot Project

Part of Pilot project for decentralizing home loan process disbursal operation process. Set up CI Shop in Chennai and Delhi for training related to System and entire end to end home Loan operation process., 08/01/11

Timeline

MSF Mortgage Specialist (Lead Generation Team)

HSBC Ltd
10.2021 - Current

Branch Mortgage Specialist (Self Sourcing & Branch Sourcing)

HSBC Ltd
05.2015 - 09.2021

Assistant Manager – Home Loan Operation

HSBC Ltd
04.2010 - 04.2015

Associates: - Collection- tele-Caller

HSBC Ltd
05.2009 - 03.2010

Team Leader – CASA (Sales)

IDBI bank
02.2008 - 04.2009

Sales Executive – CASA

HDFC Bank LTD
04.2006 - 01.2008

T.Y.B.COM. -

K.G. Mittal College

HSC -

K.G. Mittal College

SSC -

I.B.PATEL School

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