Nov 2019 – Feb 2021 · 1 yr 3 mos · Gurugram, Haryana, India

Apr 2019 – Nov 2019 · 7 mos · Gurugram, Haryana, India

• Achievements:*
• Spearheaded business expansion, catapulting sales from ₹X to ₹3X in just 3 months, driving substantial revenue growth (30% increase)
• Leadership:*
• Mentored and trained 50 sales agents, enhancing product knowledge and sales pitch, resulting in significant performance improvement (25% increase in sales productivity)
• Operational Excellence:*
• Streamlined channel management, ensuring timely loan disbursement, TAT compliance, and operation risk mitigation, resulting in 99.9% process accuracy
• Strategic Vision:*
• Conceptualized and executed seamless process development, driving strategic market expansion and revenue growth, expanding market share by 20%
• Process Improvement:*
• Optimized API integration, publishing comprehensive weekly MIS reports for data-driven decision making, reducing reporting time by 50%

May 2018 – Jan 2019 · 8 mos · Gurugram, Haryana, India

• Targeting SMEs to lend money as a working capital loan to boost their business
• Growth Catalyst: Business Loan specialist
• Leveraged comprehensive knowledge of business loan origination, sanction, and disbursement processes to fuel growth in 5,000+ MSMEs through working capital loan.
• Sales Achiever*
• Consistently exceeded sales targets, successfully disbursing 96 cases within 4 months, with 15 high-ticket cases (₹15Lac+) earning recognition and rewards.
• Financial Expertise*: Skilled in financial analysis, interpreting Banking Analysis Bureau reports, and risk policy to assess customer eligibility.
• Risk Management*
• Conducted pre-underwriting checks, evaluating creditworthiness and intention to pay, while verifying kyc documents.
• Relationship Mgt* Fostered strong partnerships with onboard partners, external lenders, and process control teams to ensure seamless disbursement and process management.
• Training & Development* Trained new joiners on disbursement processes and policies, ensuring seamless onboarding.
• Customer Advocate Secured best-in-class pricing offers from lenders, delivering exceptional value to customers.

May 2017 – Apr 2018 · 11 mos · Gurgaon, India

• Financial Advisor*
• Sales Achievement:*
• Consistently exceeded quarterly sales targets, achieved ₹45Lac target and earned the prestigious "Best Star Performance" award.
• Investment Guidance:*
• Provided expert advice on financial products, including ULIPs and Mutual Funds, to prospective investors, ensuring low-risk and high-return portfolios.
• Product Management:*
• Attended the various insurance companies product training, understanding, and business policy which help in sales and support to sales consultants.
• Quality Assurance:*
• Contributed to cross-functional teams as a Quality Analyst, enhancing sales consultant quality reviews and product training.
• Wealth TAX Management:*
• Counseled investors on tax-saving strategies and future planning, including child education plans, to secure their financial well-being.