Sambit Sahu

Sambit Sahu

Insurance Advisor

Followers of Sambit Sahu2000 followers
location of Sambit SahuMumbai, Maharashtra, India

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  • Timeline

  • About me

    Senior Emerging Enterprises Relationship Manager at HDFC Bank

  • Education

    • CAIIB

      2014 -
      Associate's Degree Certified Associate of the Indian Institute of Bankers

      Activities and Societies: Certified Associate of the Indian Institute of Bankers Studied about credit appraisal & general banking

    • JAIIB

      2013 -
      Associate's Degree Junior Associate of the Indian Institute of Bankers

      Activities and Societies: Junior Associate of the Indian Institute of Bankers Studied about General Banking

    • Sam Hiiginbottom Agriculture , Technology & Sciences

      2013 - 2014
      Master of Business Administration (M.B.A.) Marketing A
    • ICFAI HYDERABAD

      2007 - 2009
      Master's Degree FINANCE A+

      Activities and Societies: Cultural Associations of ICFAI Hyderabad Studied Core Finance & Investmnet banking In ICFAI HYDERABAD

    • AMFI

      2008 - 2008
      MUTUAL FUNDS Association of Mutual funds in India
    • NCFM

      2008 - 2008
      SECURITIES MARKETS MODULE SECURITIES MARKETS 63.5

      Studied Mutual Funds

    • NCFM

      2008 - 2008
      DERIVATIVES MARKETS MODULE DERIVATIVES MARKETS 60.75

      Studied about shares

    • NCFM

      2008 - 2008
      COMMODITIES MARKETS MODULE COMMODITIES MARKETS 51.5

      NSE

    • IRDA

      2005 - 2008
      LIFE INSURANCE LIFE INSURANCE

      Activities and Societies: Insurance Regulatory Development Authority Solicit Insurance Plans

    • BSE & JBIMS

      2006 - 2007
      CERTIFICATE PROGRAM ON CAPITAL MARKETS CAPITAL MARKETS 54

      Studied about capital markets

    • THAKUR COLLEGE

      2003 - 2006
      Bachelor of Commerce (B.Com.) Accounting and Finance A

      CULTURAL ACTIVITIES

    • K V INS HAMLA MUMBAI

      2002 - 2003
      Intermediate-COMMERCE COMMERCE A

      Participated In cultural & Sports with studies

  • Experience

    • ICICI Prudential Life Insurance Company Limited

      Jan 2005 - Jan 2008
      Insurance Advisor

      • Preparation of Financial Planning for clients.• Marketed Life insurance and ULIP policies,• Helped customers to select policies that provides the best protection for their Lives, Health and Long term care. • Also involved on preparing reports, maintaining records, seek out new clients and, in the event of a loss, help Policy holders settle their insurance Claims.

    • State Bank of India

      Jun 2009 - May 2012
      Relationship Manager-SME

      • Dealing with credit appraisal, risk assessment, credit monitoring Sme Finance , Housing, car, educational Mortgage loan and reportings.• Mobilize & sanctioned of Sme Loans, Cash credit, overdraft, Term Loans, Housing, Car, Educational & Mortgage loan, personal segment products Deposits, Cross selling SBI Life Insurance & Mutual fund. • Provide customer satisfaction to its optimum level. • Develop an excellent rapport with all my clients & prospect.

    • Shinhan Bank

      May 2012 - Jul 2014
      Relationship Manager-Corporate Banking

      • Credit appraisal, sanction & risk assessment of Housing loans, Personal Loans , Mortgage loans,SME Loans , Bills discounting backed by letter of credit & Corporate loans.• Dealing with Mobilizing of Deposits & HNI Client. • Prepared loan products of housing loan, personal loan & channel financing & bills discounting backed by letter of credit considering all the Risk Parameters.• Corporate Funding and Documentation.• Mobilize & sanction the following loans:Term loans, Cash credit, Working capital, Overdraft, Letter of credit, Bills discounting Inland Bills discounting backed by Letter of credit. Suppliers credit, Buyers credit, External Commercial Borrowings, MSME Loans, Bills Discounting backed Export L/C, Packing credit in Foreign currency. Show less

    • Kotak Mahindra Bank

      Aug 2014 - Oct 2015
      Relationship Manager-Business Banking

      I deal with Mobilization & Credit appraisal, sanction by preparing CRAN & Financial Projections of Working Capital Finance , Term Loans , PCFC , Buyer credit ,Bank Guarantee, Letter of credit , Overdraft ,Sales Invoice Discounting , Channel Financing of Sme , Mid - corporate & Corporate Loans .I Disburse the loans & Service , take care of operational part of Sme & Corporate Loans fund based & Non - Fund based.

    • IndusInd Bank

      Oct 2015 - Jul 2016
      Relationship Manager-Business Banking

      I deal with Mobilization & Credit appraisal, sanction by preparing Credit Process note & Financial Projections of Working Capital Finance , Term Loans , PCFC , Buyer credit ,Bank Guarantee, Letter of credit , Overdraft ,Sales Invoice Discounting , Channel Financing of Sme , Mid - corporate & Corporate Loans .I Disburse the loans & Service , take care of operational part of Sme Mid - corporate & Corporate Loans fund based & Non - Fund based facilities .

    • Tata Capital

      Jul 2016 - May 2019
      Senior Relationship Manager - Emerging Corporate Business(Commercial Finance )

      I deal with Mobilization & Credit appraisal, sanction by preparing Credit Process note & Financial Projections of Term Loans ,Lease Rent Discounting , LAP,Equipment Fiance , Brown field projects , Loan against Securities ,Consortium & Multiple banking arrangements , Mid - corporate & Corporate Loans,Sales Invoice Discounting .I Disburse the loans & Service , take care of operational part of Sme Mid - corporate & Corporate Loans fund based & Non - Fund based facilities .We are into Commercial finance Show less

    • HDFC Bank

      Jun 2019 - now
      Senior Emerging Enterprises Relationship Manager

       Acquisition of Sme, Mid Corporate loans  Handled portfolio loans size of up to Rs 1000 Cr  Mobilize/acquire following loans for the bank  CC/OD/WCDL Term loans Letter of Credit/BG/SBLC Bill discounting ,Sales Invoice discounting/LC Discounting Mobilize & prepare Credit proposals,CMA,Proposal note, get it sanction &disbursed, servicing of Sme , Mid Corporate & corporate loans. Acquired business through branches , existing clients & open markets. Handled branches South Mumbai, Western Line Top Branches Show less

  • Licenses & Certifications

    • NSE Certification

      BSE Ltd. (Formerly Bombay Stock Exchange Limited)
  • Honors & Awards

    • Awarded to Sambit Sahu
      CERTIFICATE OF EXCELLENCE FOR OUTSTANDING PERFORMANCE SBI MUTUAL FUND Oct 2011 CERTIFICATE OF EXCELLENCE FOR OUTSTANDING PERFORMANCE
  • Volunteer Experience

    • Road Safety patrol

      Issued by Kendriya vidyalaya on Jun 2000
      Kendriya vidyalayaAssociated with Sambit Sahu