Swarada Kavthekar
Home Loan Services
Mumbai
Summary
Dynamic professional with extensive experience in Home Loan Services, excelling in relationship building and customer service. Proven track record of exceeding targets and streamlining processes, enhancing customer satisfaction. Skilled in procedure implementation and adept at multitasking, driving sustained growth and operational efficiency.
Overview
10
10
years of professional experience
Work History
Sr. Executive - Home Loan Services
Lodha Group
06.2022 - Current
- Co-ordinating with Banks, Relationship Managers as well as customers towards disbursement process.
- Various transactions across Mumbai, Pune & Bengaluru
- Have good knowledge & experience about handling disbursement processes across multiple cities like Mumbai & Bangalore
- Provide support in loan execution
- Achieve and exceed targets set by reporting head in the stipulated time period while adhering to all the best practices diligently
- Formulated long-term strategic plans that drove sustained growth in revenue, profitability.
- Streamlined customer service protocols, significantly improving response times and customer satisfaction ratings.
Agency Development Manager
Max Life Insurance
11.2020 - 05.2022
- Recruitment, Development & Retention of the agents.
- Identify the training needs of the agent and work with Trainers to improve the same.
- Work with agent on planning and reviewing of activities and goals.
- Work with agents and clients to ensure that targets are met, relevant policies and guidelines are upheld, and customer satisfaction is achieved.
Manager Customer Engagement
Switchme Technology and Services Pvt LTD
02.2020 - 09.2020
- Co-ordinating with Banks, SwitchMe Sales & H LC as well as customers towards Bank disbursement of customer's loan request from.
- 100% compliance to CRM system through SwitchMe HLA dashboard for all actions taken regarding customer cases in real time.
- Foresee and Forecast any issue that might see can arise on a customer case in the future and push for solution to avoid failure early on.
- Provide support in loan execution.
- Achieve and exceed targets set by reporting head in the stipulated time period while adhering to all the best practices diligently.
Financial Planner
WORLDIGITAL
01.2018 - 02.2020
- Understanding the customer requirement
- Analyze the requirement thoroughly and perform best technical calculations to provide best offer to customers
- Follow-up with Banker and customers on regular basis
- Offer a best deal to customers and provide best service till closure.
Analyst
ISSL Market Services
09.2015 - 01.2016
- Deputed at J.P.Morgan Chase
- Preparation of schedules as per investment in different countries and sectors
- Preparation of financial highlights denoting monthly changes in portfolio.
- Financial reporting to the senior team members
Education
Masters In Commerce - Banking And Finance
Mumbai University
Mumbai 04.2001 -
Certified Financial Planner - Banking And Finance
FPSB
Mumbai 04.2001 -
TY B.com (Accounts& Finance) - Banking And Finance
Dahanukar College of Commerce
Mumbai 04.2001 -
Skills
Teamwork and collaboration
Customer service
Relationship building
Procedure implementation
Multitasking Abilities
Accomplishments
- Star of the team winner - Lodha Group
- Start of the team winner - Lodha Group
- ADM of the Year - Max Life Insurance
- Recruitment Champion - Max Life Insurance
(Pune Market) - 2024
(Mumbai Market) - 2025
Timeline
Sr. Executive - Home Loan Services
Lodha Group
06.2022 - Current
Agency Development Manager
Max Life Insurance
11.2020 - 05.2022
Manager Customer Engagement
Switchme Technology and Services Pvt LTD
02.2020 - 09.2020
Financial Planner
WORLDIGITAL
01.2018 - 02.2020
Analyst
ISSL Market Services
09.2015 - 01.2016
Masters In Commerce - Banking And Finance
Mumbai University
04.2001 -
Certified Financial Planner - Banking And Finance
FPSB
04.2001 -
TY B.com (Accounts& Finance) - Banking And Finance
Dahanukar College of Commerce
04.2001 -
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