Salesforce
Yogendra Sharma
JAIPUR
Summary
Proven achiever in financial services, excelling at AU Small Finance Bank as a Senior Relationship Officer where I leveraged communication skills and decision-making to exceed loan sourcing targets by fostering robust relationships with DSAs. Skilled in teamwork and time management, I expanded business opportunities significantly, demonstrating a blend of hard and soft skills essential for growth.
Overview
3
3
years of professional experience
Work History
Senior Relationship Officer
AU Small Finance Bank
Jaipur
08.2024 - Current
- Sourced and managed home loan files, micro business loans, and loans against property from direct selling agents (DSA), ensuring high-quality applications.
- Developed and maintained strong relationships with DSAs to drive loan origination and achieve business targets.
- Coordinated with the credit and operations teams for seamless loan processing and approvals.
- Provided guidance to DSA on loan products, documentation, and compliance requirements.
- Achieved and exceeded monthly and quarterly loan sourcing targets, contributing to business growth.
- Conducted market research to identify new business opportunities and expand the DSA network.
Management Trainee
Home First Finance Company
Jaipur
07.2022 - 03.2023
Identify and acquire potential customers for home loans through various channels (DSA, builders, connectors, etc.).
Assist customers in completing loan applications, and ensure accurate documentation for faster loan approvals.
Conduct preliminary checks on customer profiles to assess creditworthiness, and mitigate risks.
Achieve assigned sales targets for home loans and related financial products.
Education
Certified Investment Banking Operations Professional - Securities and Derivatives, End to end Trade life cycle of Listed and OTC products, Functioning of Clearing and Settlement systems, AML/KYC, Asset Management, Risk Management
Imarticus Learning
Jaipur, India01.2024
MBA - Finance And Marketing
IPS Buisness School
Jaipur09-2023
Bachelor of Business Administration -
Tirupati College Of Technical Education
Jaipur, India01.2021
Senior Secondary Education -
St. Agustine senior secondary School (CBSE)
Agra, India01.2017
Secondary Education -
All Saints senior School Agra (CBSE)
Agra, India01.2015
Skills
- Communication and interpersonal skills
- Decision Making
- Teamwork
- Time management
Languages
- English (R/W/S)
- Hindi (R/W/S)
References
- Ms Krittika Sharda, Trainer – Jaipur Branch – Soft Skill | Imarticus Learning, +91 9414559000, krittikasharda@gmail.com
- Mr Varnit Jain, Trainer – Jaipur Branch – Domain | Imarticus Learning, +91 9785602055, varnitsinghvi@gmail.com
Extracurricular Activities
Kabbadi
Additional Qualifications Certifications
Digital Marketing, Google, 2022
Personal Information
- Father's Name: Chintamani Sharma
- Date of Birth: 09/18/00
Software
Timeline
Senior Relationship Officer
AU Small Finance Bank
08.2024 - Current
Management Trainee
Home First Finance Company
07.2022 - 03.2023
Certified Investment Banking Operations Professional - Securities and Derivatives, End to end Trade life cycle of Listed and OTC products, Functioning of Clearing and Settlement systems, AML/KYC, Asset Management, Risk Management
Imarticus Learning
MBA - Finance And Marketing
IPS Buisness School
Bachelor of Business Administration -
Tirupati College Of Technical Education
Senior Secondary Education -
St. Agustine senior secondary School (CBSE)
Secondary Education -
All Saints senior School Agra (CBSE)
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