Experienced Sales Officer and Credit Operations with a proven 3.5 year track record in the financial services industry. Expert in driving sales, cultivating client relationships, and exceeding targets, while also possessing expertise in credit assessments and loan management. Completed comprehensive banking and finance coursework, gaining proficiency in deposit and lending products, credit assessment, and digital banking. Strongly committed to enhancing business operations and delivering exceptional service.
Hi, I’m
Vivek Pattnaik
Sundargarh
Summary
Overview
6
years of professional experience
Work History
Bajaj Finance LtdSundargarh
Assistant Manager Credit Operation
01.2022 - Current
Job overview
- Managed the credit assessment process for loan applications. Ensured compliance with all lending policies and procedures Processed loan applications efficiently and accurately. Provided excellent customer service to clients.
- Communicated clear action plans to optimize results and successfully execute operational activities.
- Educated operations team on best practices, company policies and service excellence standards.
- Delegated work to staff, setting priorities and goals.
Bajaj Finance LtdSundargarh
Sales Officer
09.2019 - 01.2022
Job overview
- Generated new leads and converted them into sales cultivated and maintained strong client relationships. Achieved and exceeded sales targets Provided, excellent customer service to clients
- Sourced new sales opportunities through inbound lead follow-up.
- Used cold calling and networking to sell products and services.
CA VIKASH PODDARSUNDARGARH
Accountant Trainee
10.2017 - 08.2019
Job overview
- Kept documents moving in proper flow by applying strong organizational, planning and multitasking abilities.
- Filed accurate weekly, monthly, quarterly regulatory paperwork and maintained organization to support smooth audit processes.
- Monitored activities to assess compliance with records policies and document management regulations.
- Supported store manager by implementing directives, coaching employees and resolving front-line issues.
- Examined financial statements and income statements to review company's financial performance.
Education
Kalinga Institute of Industrial TechnologyBhubaneswar, Odisha
MBA from Business Analytics
08.2023 - Current
University Overview
Roland Institute of TechnologyBerhampur
B.Tech from Electrical And Electronics Engineering
05.2016
University Overview
Vikash Science CollegeSundargarh
10+2 from Science Education
04.2011
University Overview
Skills
- Managed credit assessment process for loan applications (ensured compliance, processed efficiently, provided excellent customer service)
- Generated new leads and converted them into sales (cultivated strong relationships, exceeded sales targets)
- Ability to work independently and as part of a team
- Ability to work under pressure and meet deadlines
- Strong analytical and problem-solving skills
Languages
Languages
Additional Information
Additional Information
- Reading and Traveling
Availability
See my work availability
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Available
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Quote
It is never too late to be what you might have been.
Timeline
Kalinga Institute of Industrial Technology
MBA from Business Analytics
08.2023 - Current
Assistant Manager Credit Operation
Bajaj Finance Ltd
01.2022 - Current
Sales Officer
Bajaj Finance Ltd
09.2019 - 01.2022
Accountant Trainee
CA VIKASH PODDAR
10.2017 - 08.2019
Roland Institute of Technology
B.Tech from Electrical And Electronics Engineering
Vikash Science College
10+2 from Science Education
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