Steven Peter Email & Phone Number

Pune Area, India

Pune

Branch Manager /Home loan /Commercial Loan /Two Wheeler Loan.Perform multiple functions including generating leads from multiple sources including personalreference, walk in customers and inbound inquiries. Matched products with client needs based onassessment credit worthiness ranging from grades A-D. Helped clients to bet the best deals on Homeloan, Commercial Loan and Two Wheeler Loan .Answered questions from people interested inapplying any other loan .Visit DSA… Show more Branch Manager /Home loan /Commercial Loan /Two Wheeler Loan.Perform multiple functions including generating leads from multiple sources including personalreference, walk in customers and inbound inquiries. Matched products with client needs based onassessment credit worthiness ranging from grades A-D. Helped clients to bet the best deals on Homeloan, Commercial Loan and Two Wheeler Loan .Answered questions from people interested inapplying any other loan .Visit DSA, Referral Dealers, Sub Dealers and Brokers for generation of newbusiness .Ran credit checks and randomly done sampling of files to ensure any fraud files are notentered in the system.· Impalement of DSA ,Referral Dealers , Sub Dealers and Brokers for generation of new businessthrough personal contacts.· Drove referrals by establishing strong relationships through Builders and Dealers.· Developed creative personal budgeting for clients, improving their chances when qualifying forthe loan and obtaining the best interest interest rates.· Recognized for exceptional performance in the month of August 2011 in terms of newrecruitment,DSA and Referral codes.Standard Show less

Pune Area, India

Generating Referral Codes for DSAS and signing up for acquisition of new business.· Visit DSA daily for the generation of new business.· Train DSAS staff as per Banks policy.· Maintain good relation with DSA owners to ensure good quality of business.· Give proper feed back to DSA and customers regarding their loan proposal.· Individually meeting customers and seeing their original documents to ensure any frauddocuments are not attached.· Always ensure that good… Show more Generating Referral Codes for DSAS and signing up for acquisition of new business.· Visit DSA daily for the generation of new business.· Train DSAS staff as per Banks policy.· Maintain good relation with DSA owners to ensure good quality of business.· Give proper feed back to DSA and customers regarding their loan proposal.· Individually meeting customers and seeing their original documents to ensure any frauddocuments are not attached.· Always ensure that good quality of files are being sourced through proper channels.· Conduct market analysis to generate leads and maintain competitive awareness Show less

Pune

Explaining finance schemes to the customer.· Sanctioning the files of various customers and arranging their disbursement.· Maintaining good relation with customers for the generation of leads.· Ensure high level of customer satisfaction.· Conduct market analysis to generate leads and maintain competitive awareness.· Ensure individual productivity is at optimum levels.· Monitor, review, and work towards reducing customer complaints.· Ensure all sales processes are… Show more Explaining finance schemes to the customer.· Sanctioning the files of various customers and arranging their disbursement.· Maintaining good relation with customers for the generation of leads.· Ensure high level of customer satisfaction.· Conduct market analysis to generate leads and maintain competitive awareness.· Ensure individual productivity is at optimum levels.· Monitor, review, and work towards reducing customer complaints.· Ensure all sales processes are adhered to and all relevant data are entered in the MIS.· Tie up with DSA and Referral for generation of New Business. Show less

Pune Area, India

Explaining finance schemes to the customer.· Sanctioning the files of various customers and arranging their disbursement.· Maintaining good relation with customers for the generation of leads.· Ensure high level of customer satisfaction.· Conduct market analysis to generate leads and maintain competitive awareness.· Ensure individual productivity is at optimum levels.· Monitor, review, and work towards reducing customer complaints.· Ensure all sales processes are… Show more Explaining finance schemes to the customer.· Sanctioning the files of various customers and arranging their disbursement.· Maintaining good relation with customers for the generation of leads.· Ensure high level of customer satisfaction.· Conduct market analysis to generate leads and maintain competitive awareness.· Ensure individual productivity is at optimum levels.· Monitor, review, and work towards reducing customer complaints.· Ensure all sales processes are adhered to and all relevant data are entered in the MIS.· Tie up with DSA and Referral for generation of New Business. Show less

Pune Area, India

Handling a team of payroll 5 Sales executive.· To recruit, train & on board the sales executives.· To ensure all sales executive recruited are properly trained and on-boarded. Also ensure thatemployees are regularly attending training programs.· Conduct weekly team reviews and daily debriefing of sales executive· Participate actively in sales planning to generate action plans for meeting targets· Ensure high level of customer satisfaction· Conduct market analysis to… Show more Handling a team of payroll 5 Sales executive.· To recruit, train & on board the sales executives.· To ensure all sales executive recruited are properly trained and on-boarded. Also ensure thatemployees are regularly attending training programs.· Conduct weekly team reviews and daily debriefing of sales executive· Participate actively in sales planning to generate action plans for meeting targets· Ensure high level of customer satisfaction· Conduct market analysis to generate leads and maintain competitive awareness· Ensure staff productivity are at optimum levels· Monitor, review, and work towards reducing customer complaints· Ensure all sales processes are adhered to and all relevant data are entered in the MIS system Show less

Pune Area, India

Handling a team of 15 Life Insurance sales officers.· Accompany sales officers on calls whenever required.· Motivating Sales officers for achieving their targets.· Focusing on generating new business on a daily basis.· Co-coordinating with the back office for Issuance of the policies.· Targeting hot prospects of the Insurance Sales Officers.· Keeping an eye on the competitor’s product.

Pune Area, India

To handle a team of 10 counselors, also I have trained more than 30 plus counselor.· Explaining finance schemes to the customer.· Sanctioning the files of various customers and arranging their disbursement.· Maintaining good relation with customers for the generation of leads.· Visiting corporate offices such as Wipro, Infosys, TCS, and T-Systems to generate business.· Solving customer’s queries from sanctioning to disbursement.

Pune

Managed a Team of 20 staff and was handling Pune City & Pune sub Areas. The Job.· Responsibilities includes Handling Pune sub Dealers as well as Pune sub Areas such (Chakan ,Rajgurunagar , Man char, Narayangoan as well as some parts of Pune city)· Building and Maintaining good relations with sub dealers.· Organizing Loan cum Exchange Melas for the generation of leads.· Widening the network of sub dealers.

Mba, Marketing

Hsc