Gulshan Soni

Gulshan Soni

Deputy Relationship Manager

Followers of Gulshan Soni2000 followers
location of Gulshan SoniNew Delhi, Delhi, India

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  • Timeline

  • About me

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

  • Education

    • Institute of Management Technology, HYDERABAD

      2017 - 2019
      PGDM- Marketing PGDM(Marketing)
    • University of Lucknow

      2013 - 2016
      Business Administration and Management, General
  • Experience

    • IDFC FIRST Bank

      May 2019 - Nov 2021
      Deputy Relationship Manager

      Offering 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 2022
      Analyst

      - 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 - now
      • Associate Product - Cross Sell

        Mar 2022 - Jul 2024
  • Licenses & Certifications

    • How to Make Strategic Thinking a Habit

      LinkedIn Learning
      Aug 2021
    • Operational Excellence Work-Out and Kaizen Facilitator

      LinkedIn Learning
      Aug 2021
    • Project management

      Udemy
      Jun 2021
    • Tableau Desktop Certified Professional Certification

      Udemy
      May 2021
    • Anti Money laundering KYC and Compliance

      Udemy
      Jan 2024
    • Power Bi

      Microsoft
      Dec 2024