customer service manager
Infina Finance Private Limited
Total years of experience :5 years, 6 Months
1) Successfully managed a diverse portfolio of loan against securities accounts, ensuring prompt disbursements and adherence to regulatory guidelines.
2) Executed Loan documents of Top Promoter Funding Cases/ HNI/ UHNI/Las Retail cases in accordance with compliance procedures set considering the Legal guidelines.
3) Prepared and executed Post Sanction loan documents of above clients including Master Facility Agrement, Power of Attorney, Addendums, and a list of legal documents.
4) Single Handedly managed ESOP funding Mandates in stringent timelines of top corporate employees such as HDFC Bank, HDFC Ltd., PVR, Nykaa, Zomato, ICICI Lombard, etc.
5) Co-ordinated Internally with Treasury Department to ascertain Funding requirements for the day and projected cash flows for upcoming month.
6) Working Knowledge of Digital Loan Document Execution Software along with Kalpataru loan system.
7) Successfully coordinated and executed loan documents for top corporate borrower entities including Pvt. Ltd., Companies, Public Limited Companies, LLPs, Promoter funding cases, etc.
8) Worked closely with Senior Management on Internal Interest Spread Determination, Interest Rate Reset and Communication to clients on the changes in Interest norms in adherence to stringent timelines.
9) Demonstrated excellence in client relationship management by providing exceptional customer service, addressing customer queries, and resolving issues promptly, resulting in a significant increase in client retention.
10) Played a key role in streamlining the loan documentation process, resulting in a reduction in processing time and reduction in errors.
11) Contributed to the development and upkeep of internal loan management software, improving data accuracy and expertly coordinated loan disbursements and settlements, ensuring precision and compliance.
Built and maintained strong banking relationships with high net worth clients through regular contact and timely resolution of queries and complaints.
Conducted regular financial reviews with clients to understand their changing financial needs and provide suitable solutions to meet their requirements.
Collaborated with the product team to identify new opportunities and develop customized solutions for clients.
Managed a portfolio of high net worth clients and worked on achieving cross-selling various banking products and services such as investment products, loans, and insurance.
Video Banking Relationship Manager for a select set of privileged customers of the Bank, providing professional guidance on the best suitable Banking and TPP products to the customers thereby ensuring utmost professionalism.
Also, engaged in successfully completing Video KYC process for NTB customers and Video servicing along with initiating financial transactions on behalf of the customers.
Virtual Relationship Manager to Preferred/Imperia - High Profile Customers assisting with complete Banking/Financial requirements & driving the Bank & TPP products in line with the expectations of the Bank
Provided end-to-end Solutions to Banks, ARCs & Financial Investors on their Distressed Assets (NPA/NPL) including Sale/Restructuring/Liquidation
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