CURRICULUM VITAE
SONJEEV KUMAR PATEL Flat-****, A-8, Mangal Bhairav,
099******** Nanded City, Sinhagad Road,
***********@*****.*** Pune-411041
Executive Summary
Working as Sales officer, looking after markets of Pune for business generation in financial product especially in Loans
Total experience: More than 4.9years.
Work Experience
Company : FEDBANK FINANCIAL SERVICES LTD.
Designation : SENIOR SALES OFFICER (SSO)
2nd September 2013 to 12th February 2014
Duration :
Responsibilities:
• Selling Home Loan and LAP (Mortgages) products – Monthly sales targets-Number of customers sourced, value
disbursed, boarding rates and loan protector Insurance are met.
• Retaining and developing existing business base from Builders and Dsa /Agents
• Developing relationship with customers and channels and generating further business opportunities
• Having individual as well as team target, which has to be achieved by monitoring performance
• Deliver business as per the company's performance matrix.
Company : Shriram City Union Finance LTD.
Designation : Sales Executive/Officer
7th January 2013 to 2nd September
Duration :
Responsibilities:
• Selling Home Loan products – Monthly sales targets-Number of customers sourced, value disbursed, boarding rates
and loan protector Insurance are met.
• Retaining and developing existing business base from Builders and Dsa /Agents
• Developing relationship with customers and channels and generating further business opportunities
• Having individual as well as team target, which has to be achieved by monitoring performance
• Deliver business as per the company's performance matrix.
• Responsibility for target of all branches in Pune. Functionally Home Loan Head of Pune city.
Company : Kotak Mahindra Bank LTD (Team Lease Services Pvt Ltd.)
Designation : Business Development Officer
27th August 2010 to 3rd Janaury 2013
Duration :
Responsibilities:
• Selling Working Capital products – CC,OD,BG,LC,LCBD,LAP, Ensuring monthly sales targets-Number of
customers sourced, value disbursed, boarding rates and loan protector Insurance are met.
• Retaining and developing existing business base of Branches and DSA
• Developing relationship with customers and channels and generating further business opportunities
• Having individual as well as team target, which has to be achieved by monitoring performance
• Deliver business as per the company's performance matrix.
Company : Axis Security & Sales Ltd.
Designation : Sr Sales Executive
Duration : April 2009 to July 2010
Responsibilities:
• Selling Bank Asset Products –Selling Home loan Product through Builders and references. Having individual as
well as team target, which has to be achieved by monitoring performance, value disbursed, boarding rates and loan
protector Insurance are met.
• Retaining and developing existing business base.
• Understanding of customer requirements and advice them on the portfolio objective
• Deliver business as per the company's performance matrix.
Education
• BA (Economics) from Sambalpur University Orissa in 1998.
• CHSE (12th Standard) Govt. College Sundargarh, Orissa in 1993.
• HSE (10th Standard) from B.S.High School Sundargarh, Orissa in 1991.
Areas of Strength
• Ability to establish and maintain productive relationship with people.
• Self Confidence.
• Hardworking and Sincere.
• Good Communication skills.
Computer Knowledge
Proficient in Ms-Windows7 and other applications like Ms-Word, MS-Excel & MS-PowerPoint, Internet Explorer, Mailing
applications like MS Outlook and Outlook Express.
Languages Known
English, Hindi, Oriya and Marathi
Personal Details
Date of Birth : 01-July-1976
Marital Status : Married
Nationality : Indian
Permanent Address : Ratanpuri, Behind Town Police Station Sundargarh, Ward No 12,
Po/Dist: Sundargarh, Orissa.
Declaration
I here by declare that all statements above are true, complete & correct to best of my knowledge and belief.
SONJEEV KUMAR PATEL