SHUBHAM BANSAL

Experience

• 

  YES BANK

  Jul 2016 - Jan 2022

  • To meet with customer as well as understand the customer profile and suggest document as per Bank Policy.• Check the documents received from the customer is the same are valid or not.• Selling of banking products to clients. Products include Car Loan, Loan Protection, Credit Card, CASA etc.• Strategizing & implementing ways to achieve sales targets• Maintaining CRM in Application Processing System (Yes Bank Tool).• Make and maintain the record of sale in MS Excel.• Involved in end to end process of Meeting Customer to Loan Disbursement.• Provide Technical and Behavioral Training to new Joiners on how to deal with the customers and pitch the product Show less

  • Sales Officer

    Sept 2018 - Jan 2022

  • Sales Executive

    Jul 2016 - Sept 2018
• 

  Tata Capital

  Jan 2022 - Feb 2023

  CRE

  Used Car Loan || Sale Purchase|| Re-Finance || Balance Transfer

• 

  ICICI Bank

  Feb 2023 - now

  Deputy Manager

  Taking care of outbound(Dealership DSA) Auto loan businessAlso looked of inbound business of Auto loans - New car loan || Used car loan || BT || Top-up || Re-Finance through CESG channel and high ticket size corporate funding..