Romesh Pratap

Romesh Pratap

Summer Trainee

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location of Romesh PratapVaranasi, Uttar Pradesh, India

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  • Timeline

  • About me

    Senior Relationship Manager in Home Loan & LAP at IDFC First Bank

  • Education

    • Institute of computer accountant

      2009 - 2012
    • Annamalai University

      2009 - 2012
      Bachelor of Business Administration (BBA) Finance and Financial Management Services
    • Banaras Hindu University

      2014 - 2016
      Master’s Degree financial management
  • Experience

    • CA Firm

      Nov 2011 - Apr 2012
      Summer Trainee
    • HDFC Bank

      Jun 2015 - Aug 2015
      Summer Intern

      Worked as Intern In that bank which was as Part of MFM (masters in financial management).where i learned about working of bank and some other official works.

    • Utkarsh Small Finance Bank

      Aug 2017 - Sept 2022

      * Work as Relationship Officer for Mortgages Vertical (both HL/LAP).* Drive new sales and expansions through both Walking Customers and Outbound Channel Partners.* Accountable for doing PD at customer's place and credit risk assessment by analyzing customer's profile, Financial, Banking, CIBIL, Loan track.* Responsible for day-to-day visits, login numbers, coordinating with legal and technical team, sanction and disbursement.* Relationship building with customers and channel partners.* Analyzing sales pipeline and funnel to forecast sales goals. Show less

      • Senior Relationship Officer

        Jun 2021 - Sept 2022
      • Relationship Officer

        Aug 2017 - Jun 2021
    • HDFC Bank

      Sept 2022 - Dec 2022
      Relationship Manager Deputy Manager
    • IDFC FIRST Bank

      Jan 2023 - now
      Senior Relationship Manager D1- Manager
  • Licenses & Certifications

    • CCC

      NIELIT
      Feb 2017