Wyatt Desouza
Candolim
Summary
Motivated banking professional with expertise in home loan solutions and financial product analysis. Proven ability to enhance customer satisfaction through effective communication and problem-solving skills. Committed to driving business growth by fostering strong client relationships and ensuring efficient loan processing. Seeking to contribute to a dynamic team in the home loan sector.
Overview
4
4
years of professional experience
Work History
Unit Manager (agency channel)
ICICI Prudential life
04.2025 - 10.2025
- Assessed clients' financial needs to sell life insurance products, providing tailored solutions that addressed individual circumstances.
- Oversaw sales process from lead generation through policy issuance and renewal, ensuring a seamless experience for clients.
- Developed and maintained strong client relationships through regular follow-ups and personalized service, contributing to high retention rates.
- Provided expert advice on policy terms, benefits, and claim procedures to ensure clarity and customer satisfaction.
- Collaborated with underwriting and claims teams to facilitate seamless policy approvals and claim settlements.
Key Resource customer Relations
HDFC Sales
08.2024 - 04.2025
- Conducted financial assessments, offering customized home loan solutions based on client eligibility and requirements.
- Increased sales of home loan products by identifying and targeting potential customers to meet sales goals.
- Developed strong customer relationships through post-loan servicing and guidance on repayment plans.
- Coordinated with credit teams and legal departments to facilitate loan approvals and documentation.
- Streamlined loan application processing, ensuring compliance with regulatory standards and internal policies.
Intern, Front Office Desk
Taj for Aguada
06.2021 - 07.2021
- Facilitated guest check-ins and check-outs, enhancing overall guest experience.
- Managed guest inquiries and shared information about hotel services, improving guest understanding.
- Resolved guest concerns promptly, contributing to high levels of satisfaction.
- Collaborated with departments to fulfill guest requests efficiently.
- Supported reservation management and handled billing transactions.
- Maintained a tidy and welcoming front desk environment.
Education
BBA - Travel and tourism
Don Bosco college
Panjim, Goa12-2023
Higher secondary - Commerce
Don Bosco higher secondary
Panjim, Goa12-2020
High school -
Don Bosco high school
Panjim, Goa12-2018
Skills
- Insurance Needs Assessment
- Sales & Product Promotion
- Sales Strategy
- Operational Efficiency
- Customer Relationship Management
- Team Collaboration
- Communication & Negotiation Skills
Timeline
Unit Manager (agency channel)
ICICI Prudential life
04.2025 - 10.2025
Key Resource customer Relations
HDFC Sales
08.2024 - 04.2025
Intern, Front Office Desk
Taj for Aguada
06.2021 - 07.2021
BBA - Travel and tourism
Don Bosco college
Higher secondary - Commerce
Don Bosco higher secondary
High school -
Don Bosco high school