Role: Lead – Portfolio Manager at Dhanadeepa Consultant Pvt Ltd.1. Client Acquisition - To identify & acquire new corporate clients to expand the NBFC’s client base.2. Relationship Management - To build and maintain strong relationships with new and existing corporate clients and act as the primary point of contact for clients, ensuring high levels of client satisfaction.3. Compliance & Risk Management – To ensure client acquisition activities comply with regulatory & Internal policies and conducting regular review & monitoring of the portfolio including PDDs within the portfolio.4. Credit Assessment Support – To collaborate with the credit assessment team to ensure thorough evaluation of client creditworthiness. Also assisting in preparing credit proposals and presenting them to the credit committee.5. Cross-Selling & Up-Selling - Identify opportunities for cross-selling and up-selling additional financial products and services to existing clients.Role: Product & Operations Manager at OneTap Loan1. Business Development - Co-led PAN India business development & marketing initiatives and established partnerships with Ed-tech, Health-techs and channel partners.2. System & Workflow Development - Designed & drafted the website journey including the LOS, LMS and DSA Portal journey highlighting business requirements, workflow, dataflow and UI. Additionally, finalized the service providers based on requirements and enable seamless integration with existing system.3. Operational Management - Oversaw disbursements, reviewed management MISs daily, and coordinated with legal and collections teams for recovery efforts and legal actions. 4. Documentation & User Experience - Drafted formats for sanction letter, loan agreement, KFS, electronic reminders & mailers. Created Terms & Conditions (T&Cs), Privacy policy, Disclaimers, Official website ensuring fair and transparent practices. Plus, held the position of ‘Grievance Officer’, resolving borrower disputes & concerns.

1. Acquire and manage portfolio of existing MME (Large Corporate) Clients 2. Deepen the existing asset book by tapping the Eco-System of M/S Hero MotoCorp Limited.3. Ensure and deliver month on month targets on loan disbursals, processing fee, income and portfolio health.4. Achieve cross sell targets for Insurance (General, Life and Plant) and offer synergies to housing finance team.5. Manage credit memo preparation and presentation to credit committee along with credit department.6. Oversee end to end client engagements, including deal structuring, obtaining necessary approval & offer escalation support.7. Facilitate client acceptance & manage loan documentations.8. Successfully launched new product systems including FactorIN and Salesforce (SFDC). This involved identifying requirements through collaboration with various departments, coordinating with service providers, planning UAT, scheduling training, and overseeing the final launch and implementation. 9. Collaborated closely with credit & policy teams to implement organizational policy changes.10. Led nationwide business initiatives and support functions to enhance productivity & establish strong governance structure.11. Aid senior management in achieving goals by maintaining & circulating monthly MISs, conducting regular reviews (monthly, bi-monthly, quarterly & yearly).