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Nikhil Chavan

@nikhilchavan

Relationship Manager at Home First Finance Pvt Ltd.

Pune

Home First Finance Pvt Ltd.Marathwada University

Nikhil Chavan is an MBA Marketing professional with 3 years of experience specializing in Sales and Operations within the BFSI sector. His expertise includes managing end-to-end sales operations, credit underwriting, and business development through channel partner onboarding. He possesses hands-on knowledge of home loans, insurance products, and credit risk management.

Experience

Relationship Manager (L1 Manager)

Home First Finance Pvt Ltd.

•Sep 2022 - Mar 2023•Pune

Handled end-to-end sales operations from building business relations to completion of customer on boarding. Strived towards building new business relations, relationship retained existing clients by maintaining good customer. Successfully managed credit and credit under-writing of Home loan customers by various evaluation methods. Identified and on boarded new channel partners, direct selling agents, builders and finance agents. Primarily checking Legal property documents as per property type. Visiting and arranging site technical visits. Disbursement of Home loans. Maintained the balance of NPA ecosystem from collections to disbursal. Thorough research of the areas of expansion. Identified and suggested the apt areas on expansions(branches). Monitored and identified accounts with signs of frauds and non-payment issues for an optimized work-flow. Rigorous and continuous efforts on following-up with clients on payments and settlement terms to avoid setbacks. Also helped in operations like loan signing, document verification, builder account verifications and bank document procedures, process of demand that resulted in 20% increase in new businesses. Trained a team of interns on customer relationship management, sales workflow, and operations.

Agency sales Officer

Bajaj Alliance Life Insurance Company Limited.

•Jun 2020 - Mar 2022•Pune

Job entailed working under Branch Head in league with sales Consultants/Advisors, which involved pitching of Insurance products to target consumer. Lead and manage the branch Agents to achieve sales targets and operational excellence. Develop and implement strategic plans to drive business growth and market expansion. Responsible for pipeline management, lead generation, and driving revenue through client by various activities. Recruit, train, and develop Insurance Agents/Consultant to maximize their potential. Field Sales calls with agents to drive Life insurance business. Provide exceptional customer service and resolve escalated customer issues. Coordinating with internal and external stakeholders from policy login to issuance. Maintaining persistency. Ensure compliance with all regulatory requirements and company policies.

Education

Indira Global Business School

MBA

Marketing and HR

Jan 2020 - Jan 2022

Marathwada University

Bachelor of Science

Licenses & Certifications

IC-01 Principles of Insurance

• No expiration

Employability Program (CDP)

Stratecent Consulting

Issued: Jan 2021

Fundamentals of Digital Marketing

Google

• No expiration

Inbound Certification

HubSpot

• No expiration

Skills

Platform expertise
Analytics
Communication
Creativity
Strategic thinking
Home Loans
Insurance
Credit Risk Management
KYC
BFSI Sector Knowledge
MS Office