Sachin Yadav
Brampton,ON
Summary
Dynamic Mobile Mortgage Specialist with ICICI Bank Canada adept at client needs analysis and loan servicing. Achieved high customer retention through exceptional relationship management and personalized service. Proficient in residential mortgage lending regulations, I excel in developing targeted marketing campaigns and fostering referral networks to drive business growth.
Overview
12
12
years of professional experience
Work History
Mobile Mortgage Specialist
ICICI Bank Canada
Toronto, ON
08.2019 - Current
- Analyzed mortgage applications to ensure compliance with regulations and internal policies.
- Developed tailored mortgage solutions to meet diverse client needs and financial goals.
- Conducted detailed credit assessments to evaluate borrower eligibility and risk levels.
- Collaborated with cross-functional teams to streamline mortgage processing workflows.
- Provided expert guidance on loan products, educating clients on available options and benefits.
- Led training sessions for junior staff on best practices in mortgage operations and customer service.
- Implemented process improvements that enhanced efficiency in application reviews and approvals.
- Managed relationships with external stakeholders, fostering partnerships to drive business growth.
- Managed a diverse pipeline of mortgage applications, prioritizing tasks effectively to meet deadlines consistently.
- Maintained up-to-date knowledge of industry trends, enabling informed decision-making and accurate advice for clients.
- Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Worked with underwriters to fix application problems and resolve issues.
- Participated in industry events and conferences to build relationships and gain market intelligence.
Regional Head Sales- Mortgages
ICICI Bank
Pune, India
08.2016 - 09.2019
- Led regional strategy implementation to enhance market penetration and brand recognition.
- Oversaw cross-functional teams to streamline operations and improve service delivery.
- Developed and executed training programs to elevate team performance and productivity.
- Analyzed market trends to identify growth opportunities and inform strategic decision-making.
- Implemented process improvements that increased operational efficiency across multiple locations.
- Mentored junior managers, providing guidance on leadership best practices and team dynamics.
- Conducted regular performance reviews, setting clear expectations and supporting employee development initiatives.
- Expanded market presence with targeted marketing campaigns and strong customer relationship building.
- Improved regional performance by implementing strategic sales initiatives and effective team management.
- Established partnerships with industry leaders, expanding services offered and increasing market share.
- Led cross-functional teams to achieve regional goals and improve overall business performance.
Corporate Relationship Manager
Axis Bank
Pune,India
08.2013 - 08.2016
- Developed and maintained strong relationships with corporate clients to ensure satisfaction and retention.
- Analyzed client needs to recommend tailored financial solutions that align with business objectives.
- Conducted regular reviews of account performance, identifying opportunities for growth and improvement.
- Collaborated with cross-functional teams to streamline processes, enhancing overall service delivery efficiency.
- Implemented feedback mechanisms to assess client satisfaction and drive continuous improvement initiatives.
- Led training sessions for new team members on best practices in client relationship management strategies.
Education
MBA - Finance And Marketing
Symbiosis International University
Pune, India05.2013
BBA - Business Administration
University of Rajasthan
Jaipur, Rajasthan07.2010
Skills
- Loan servicing
- Client needs analysis
- Residential mortgage lending regulations
- Document review
Languages
English
Full Professional
Hindi
Full Professional
Punjabi
Limited Working
Marathi
Limited Working
Accomplishments
Top performer for the Banks for past 5 years in a row
Timeline
Mobile Mortgage Specialist
ICICI Bank Canada
08.2019 - Current
Regional Head Sales- Mortgages
ICICI Bank
08.2016 - 09.2019
Corporate Relationship Manager
Axis Bank
08.2013 - 08.2016
MBA - Finance And Marketing
Symbiosis International University
BBA - Business Administration
University of Rajasthan