E-Branch Relationship Manager - BFSI Sales Specialist
Resume:
PERSONAL INFORMATION
*********************@*****.***
Mobile
Total work experience
KEY SKILLS
Client Retention
Cross Selling
Salesforce CRM
Lead Generation
Relationship Management
Loan Sales
Customer Acquisition
OTHER PERSONAL DETAILS
City Kalyan
Country INDIA
LANGUAGES
English
Hindi
Marathi
PROFILE SUMMARY
E-Branch Relationship Manager at IDFC FIRST Bank (April 2024–Present), specializing in personal loans, home loans, LAP (Loans Against Property), and micro business loans. Expertise in client acquisition, cross-selling, retention processes, post-disbursal follow-ups, and churn reduction. Proficient in Salesforce for lead management, automation, and sales reporting. Previously succeeded as Career Guidance Counselor in lead conversion via consultative sales; honed customer persuasion at Air India through cold calls and service. Consistent record achieving BFSI sales targets. Seeking senior sales consultant positions. 2019
EDUCATION
Apr 2024 -
Present
May 2023 - Mar
2024
May 2022 - May
2023
WORK EXPERIENCE
Pranal Bhaurao
Umredkar
E Branch Relationship Manager
B.A - Bachelor of
Arts
Mumbai
University
E Branch Relationship Manager
IDFC FIRST Bank
E-Branch Relationship Manager
IDFC FIRST Bank
April 2024 - PresentSell personal loans, home loans, LAP Loans Against Property, micro business loans to meet monthly sales targetsClient acquisition through lead generation, cross-selling, corporate tie-upsClient retention with post-disbursal follow-ups, query resolution, collections support, churn reductionCoordinate with credit and operations teams for fast turnaround time TATSalesforce CRM for lead management, pipeline tracking, sales automation, reportingBFSI retail banking sales, relationship management, consultative selling.
Career Guidance Executive
Marvel Academy
Ground Staff
Air India
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