Ipsita Tambat

Experience

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  Gromor Finance

  Jul 2018 - Jan 2020

  Sales Manager

  Complied with compliance regulations, policies, guidelines, and procedures for approving loans, ensuring adherence to industry standardsBuilt trust with loan applicants through a sincere and knowledgeable approach, leading to higher-level sales conversion and approval ratesConsistently delivered outstanding sales performance, contributing to the overall success of the organization

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  Shriram Life Insurance Company Limited,Pune

  Feb 2020 - Sept 2021

  Senior Relationship Manager-Digital business

  Successfully acquired business through digital platforms, demonstrating expertise in digital business developmentEstablished strategic tie-ups with management colleges for student internships, contributing to talent development and fostering industry-academia collaborationPromoted to Senior Relationship Manager within a year, recognizing exceptional performance and leadership abilitiesSecured tie-ups with top management institutes in Maharashtra through MOUs, strengthening the company's market presence Show less

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  Hiranandani Financial Services

  Sept 2021 - Jul 2022

  Area Business Manager

  Administered business loans in the Pune location, leading a team of 5 Relationship Managers and overseeing sales, credit analysis, and risk management activitiesEnsured minimum TAT with quality logins and adherence to checklists, resulting in a smooth flow in the system and streamlined operations Successfully disbursed an average of 10 loans per month with an average ticket size of INR 500 thousand, showcasing strong business development & credit analysis

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  Shriram Life Insurance Company Limited,Pune

  Aug 2022 - Jun 2023

  Area head (Entire West)

  Managed a team of 10 Relationship Managers across regions in Rest of Maharashtra, Rajasthan, Mumbai, Gujarat, overseeing sales and business development initiativesBuilt and maintained strong relationships with stakeholders, ensuring the delivery of quality services and adherence to quality norms and industry standardsConsistently achieved 100% business targets and maintained 70% productivity every month, showcasing exceptional leadership and performance management skills

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  HDFC Bank

  Jun 2023 - Mar 2024

  Prime Supervisor

  Leading a team of 15 Relationship Managers in virtual relationship management, driving business for various banking products and ensuring efficient operationsConducting financial analysis of the properties to evaluate their performance, identify trends, and make strategic decisions to improve revenue, reduce expenses, and increase overall profitabilityAchieving scorecard targets for the assigned portfolio on a monthly basis, monitoring individual performance, and providing necessary training and supportConducting compliance audits related to sales, credits, policies, and processes, ensuring adherence to organizational guidelines and industry regulationsPreparing and presenting monthly MIS reports to senior management, capturing sales, credit base, savings, and on-time closures, providing valuable insights for decision-making Show less