Ajinkya Tipole

Experience

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  High Tech 24

  Jun 2016 - Jul 2017

  Customer Relationship Officer

  Roles & Responsibilities:* My Key Role was to interact between the client & system end,to analyse client's computer hardware software requirement, budget limits.*Generation of Business-Identifying & Converting the Client requirement related to Computer Hardware,Software Support into right business opportunity.-Analyse client requirements & coordinate with technical team to provide optimism solution to client.*Purchase Order-Provide Quotation of product,support for Bank loan,best deal on Purchase Order to client. *Processing & Approval- Negotiate with clients to attain PO & processing the PO along with necessary approval from management. *Billing Delivery Payment-Responsible for monitoring Bills & Delivering of products on time,receiving of payments from client.*Post Sale Service-Provide support & service to the client post sales,maintain long-term relationships to generate future business. Show less

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  Home First Finance Company (HFFC)

  Jul 2017 - Sept 2018

  Relationship Officer

  Responsibilities: Portfolio Manager- *Achieved 2nd Highest Rating in Pan India. *Responsible for managing and developing challenging region of Pune portfolio with size of 300-700 customers in terms of services.*Usage of salesforce software for Business Process Management.Sales-*Achieved Quad Sales Target with Monthly productivity of 10-15Loans. *Keen in achieving Insurance Penetration.Credit- *Analyse the client credit history by doing a CIBIL check. *High efficiency & accuracy in Credit Evaluation of more than 400+ Customers *Preparation and presenting of cases on Sales Force.Business Development- *Handled Anchor builders in Pune along with on boarding New DSAs,Lead Generation,implementBusiness Development Strategies ,Tie-ups for Business sourcing . *Provide training to Builder Sales team on regular basis so that they can divert customers to us. *Branding of Organisation & Marketing Campaigns (CLSS events). Collections&Recovery- *High Collection efficiency & Known for Hard Budget Collections in entire location. *Achieved 100% Collection Target & Zero NPA flow.Operations – *Experience in completing Task in given TAT,Best OpmetScore. *Operational efficiency & accuracy with BackEnd , for balance in sales & service.Branch Handling & Service- *Maintain Fast Branch service & solve Customers /Builders queries. *Training new joiners about the overall process. Verification Process- *Detail Analysis of Customer’s background,profile,job/business documentation. * Site Inspection/Verification of Customer’s Residence ,Business,Collateral provide a comprehensive report detailing issues and risks.Risk Management- *Highly Rated to prevent organisation from Collateral risk,Fraud Profile/Documentation risk,Concentration risk,Reputational risk,Exposure Risk. Financial Analysis-*Assess loan worthiness and review financial statements .*Perform verification as per process to determine authenticity of data. Show less

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  HSBC

  Mar 2019 - now

  Associate

  Retail Banking and Wealth Management (Personal Loan & Credit Card)Business Sourcing- *Build new tie-ups with Corporates inorder to expand the business & provide services. *Maintain relationship with clients by providing support,information,guidance,researching & recommending new opportunities. *Identify product improvement by remaining update on business opportunity, industry trends,market activity,competitors. Customer Due Diligence- *Gather information related to client & analyze client to what extent it exposes to a range of risks. *To guard against fraud,financial crime,money laundering ,tax evasion,terrorist financing. *Provide guidance to potentially vulnerable customer(pvc). *Manage Customer Complaints & provide quality solution.Reputational and Operational Risk- *Maintain Organisation values such as courageous integrity,ethical conduct,protect data breaches, maintain trust. *Be vigilant about customer service mishaps occur due to operation failure.Data Management- *Perform operations on data from secure & approved source,protect and process data.*Prepare financial reports by collecting,analyzing,summarizing information. Show less