Navin Singh Email & Phone Number

Ludhiana, Pb, In

Ludhiana, Punjab, India

• Strategically collaborating with SBI Industrial Finance Branches (IFB), SME branches, and fintech companies to generate and follow up on high-potential leads.• Offering valuable perspectives to senior executives, actively contributing to the innovation of services and projects, such as anchor finance, to drive strategic growth and market competitiveness.• Leading initiatives to reduce loan disbursement time and improve operational efficiency; managing branches and ensuring compliance with regulatory standards.• Developing strategic plans to optimize financial services & offerings; conducting market research & analysis to identify growth opportunities.• Participating in knowledge exchange and fostering collaboration across multifunctional teams to enhance the quality & range of financial services & solutions, ensuring optimal client satisfaction; enhancing vendor management processes to improve service delivery.• Managing, mentoring, and developing a team of relationship managers to drive performance and client engagement.• Cultivating and sustaining strong relationships with existing clients, delivering tailored financial solutions to meet their needs.• Ensuring the achievement of budgetary targets across core products and expanding the portfolio size within the region.

Coimbatore, Tamil Nadu, India

• Stakeholder Management: Managed key stakeholder relationships including DSAs, branch channels, Privy/Wealth, LAP, Commercial Banking, PL departments, and industry associations to generate leads and drive sourcing efforts. Conducted weekly reviews with stakeholders and mapped relationship managers (RMs) to monitor lead status and disbursements.• Client Acquisition: Led a team of senior relationship managers (AVPs) to acquire new-to-bank (NTB) customers in the SME and mid-corporate segments (turnover exceeding ₹40 Cr). Offered comprehensive banking solutions including working capital, CTL, WCTL, TL, BG, Capex, and project-based funding.• Training & Development: Mentored and trained relationship managers and channels on SME products, sales strategies, and policies.• Portfolio Growth: Spearheaded portfolio growth (organic and inorganic) while ensuring high-quality credit management and adherence to targets by RMs.• Strategic Initiatives: As a KYLC member, contributed to key projects at the bank level, including the creation of the RM 360 Dashboard, integration of lead management systems with LOS during disbursement, and digital onboarding. Collaborated with senior management on new product development aligned with market trends and customer preferences.

Bhiwadi Cluster & Haryana (Ncr) & Rajasthan

SME Business Development: Focused on sourcing SME customers with a turnover up to ₹100 Cr. Responsible for CAM preparation, timely renewals, deferral closures, plant and site visits, call memo preparation, stock statement analysis, quarterly results, insurance, and trade overdraft management.

Bhiwadi

Bhiwadi

Kotak Young Leader Programme, Business Administration And Management, General

Epgp, Financial Management

Bachelor Of Technology - Btech, Biochemical Engineering, A

Master Of Business Administration - Mba, Accounting And Finance, 8.45

Caiib With Specilization In Risk Management, Banking, Corporate, Finance, And Securities Law, 82 %

Post Graduate Diploma In Banking, Banking And Financial Support Services, 84%

Prm, Risk Management, Certificate

Activities and Societies: Risk Management , Liquidity risk management, credit risk management, operational risk management etc.Globally.

Executive Mba, Finance And Financial Management Services

Certificate Course In Climate Risk & Sustainable Finance, Banking, Corporate, Finance, And Securities Law, Passed

This course certification is jointly issued by by IIBF & IFC ( a member of the world bank group).

Certificate Course In Project Finance, Passed

Activities and Societies: Project Finance

Certificate Examination In Anti-Money Laundering & Know Your Customer, Risk Management, Passed