
Gulshan Soni
Deputy Relationship Manager

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About me
Sr. Associate - Product | Hero Fincorp | Ex-Analyst | Better | Ex-Deputy Manager | IDFC FIRST Bank
Education

Institute of Management Technology, HYDERABAD
2017 - 2019PGDM- Marketing PGDM(Marketing)
University of Lucknow
2013 - 2016Business Administration and Management, General
Experience

IDFC FIRST Bank
May 2019 - Nov 2021Deputy Relationship ManagerOffering over 2 year of experience in Profit Centre Operations, Sales of Loan on Used Cars/ Two Wheeler, Business Development and Client ServicingExperience in performing periodical inspections, pre & post disbursement documentation & compliance, evaluating credit proposals and recommending credit limit for clients while formulating recovery strategiesSkilled in Credit Administration from appraising proposals, scrutinizing documents, assessing creditworthiness of prospective customers, sanctioning & disbursal of loans with focus on reducing NPAs, Fraud Cases & DefaultersCustomer-centric professional; skills in building & maintaining healthy relationships with key accounts, promptly resolving client’s queries, leading to improved customer satisfaction, repeat & referral businessPossess excellent negotiation skills and expertise in high value-added services to customers for enhancing their customer experience and ability to relate to people at any level of business and management Show less

Better
Jun 2021 - Mar 2022Analyst- Analyzing and scrutinizing of the customer documents .- Processing them as per the Fannie Mae guidelines and taking decisions in complicated document types.- Providing underwriting support to the core underwriters in US.

Hero FinCorp
Mar 2022 - now- Product process flow monitoring- Building up Product Roadmap and process flow- Product launch Planning and Go-To-Market strategy- Database Management- BRD, FSD and coordination with tech team for timely deployment and sanity- Call Centre Management and monitoring- Driving MIS dashboards and analytical reports- Liaison with partners, alignment with the enterprise objective and strategy- Monitoring sales productivity- Business Trend insights and forecasting- Driving incentive models and cost benefit analysis for sales team- Handling of Audit related queries with 0% failure- Cross-functional coordination and communication Show less
Sr. Associate - Product || Cross Sell
Jul 2024 - nowAssociate Product - Cross Sell
Mar 2022 - Jul 2024
Licenses & Certifications

How to Make Strategic Thinking a Habit
LinkedIn LearningAug 2021
Operational Excellence Work-Out and Kaizen Facilitator
LinkedIn LearningAug 2021
Project management
UdemyJun 2021
Tableau Desktop Certified Professional Certification
UdemyMay 2021
Anti Money laundering KYC and Compliance
UdemyJan 2024
Power Bi
MicrosoftDec 2024
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