Loan and Insurance Manager
Chughs Financial Services P.Ltd
Total years of experience :19 years, 11 Months
Car Loans, Commercial vehicle Loans & Insurance Manager for Chughs Financial services p.Ltd. who acts as agent for HDFC Bank, Kotak Mahindra Bank, Magma fincorp, Indusind Bank since 2005
• Doing SWOT Analysis of customer profile and after discussion offering Best Rates to the customers.
• Visit at Customer’s place and ensuing that he takes loan from us.
• Collecting documents and arranging them in files as per Bank’s norms.
• Regular follow ups with Bank for Approval of files.
• Post Loan Sanction documents to be signed by customers.
• Getting the file disbursed at the earliest.
• Area of specialization: Schools, Captive Customers, Bulk Buyers, and Retails clients.
Direct Marketing Agent for Car Loans for Kotak Mahindra Prime Ltd since 2004.
Supervised a team for Agency for various Insurance Companies Like Bajaj Allianz, ICICI lombard, Shriram Insurance, and Star Health to name a few.
Doing SWOT Analysis of customer profile and after discussion offering Best Rates to the customers.
Visit at Customer’s place and ensuing that he takes loan from us.
Collecting documents and arranging them in files as per Bank’s norms.
Regular follow ups with Bank for Approval of files.
Post Loan Sanction documents to be signed by customers.
Getting the file disbursed at the earliest.
Area of specialization: Schools, Captive Customers, Bulk Buyers, and Retails clients.
Post Graduate diploma in Business Management (PGDBM)