BHAVESH NATALI

Experience

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  IIFL (India Infoline Group)

  Apr 2018 - May 2019

  Sales Executive

  -Handling sales of gold loans and achieving the target month to month.-Doing cross sales such as a Business loans, Mutual funds and Demat account selling and also achieving target for same.-Monitor DSR (Daily Sales report) on a regular basis and Manage leads through SFA (software used for entering the generated leads)

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  Rupeek

  Jun 2020 - Nov 2023

  Loan Manager

  - Created a robust sales pipeline, hence identify new leads on a daily basis. - Analysis sales data from designated territories that helped evolve sales strategies.- Appraising HNI cases and disbursed new loans.- Hiring new candidate in city and provide proper guidelines about position.- Trained and mentored new hired to fulfill various roles.- Managing the Operation / Back Office work such as daily MIS reports and CRM and give training to new joiners.- Handling sales and operation team and achieving the target and also achieving 3 times heights rating in Q1, Q2 and Q3.- Resolving particularly difficult situation with client within 24hr TAT, by focusing on root cause.- Resolved city audit query and trained sales and operation representative as a part of introducing period. Show less

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  Muthoot Fincorp Ltd.

  Nov 2022 - now

  Branch Manager

  - Direct all operational and sales aspects.- Develop forecast, financial objective and business plan.- Bring out best of branches personnel by providing training, coaching, development and motivation.- Develop and implement policies and maintain compliance with regulatory financial service and standards.- Doing cross sale such as a Mutual funds, Small business Loans, Home Loans, Auto Loan, Micro Finance, Forex, Money transfer, Wealth Management Services, Gold and Silver bars on EMI, insurance. Show less

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  ICICI Bank

  Aug 2023 - now

  Deputy Manager-II

  - Managing a portfolio of 150 prime customers with book size of 20 lakh to 30 cr.-Ensuring adherence to set SLA and TAT for E2E loan disbursal. -Performing on ground disbursement activities and maintaining existing client’s relation.-Work with sales team and credit team to resolve query related to the documents in a timely manner.-Handling original property papers for loan application.- Developing and expanding new high value business and create a robust sales pipeline, hence identify new leads on a daily basis. Show less