Kamlesh Mehta
Regional Sales Manager @Urban Money
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WORK HISTORY
Regional Sales Manager @Urban Money
Udaipur, IN
Loan Origination & Processing:Identify potential customers for various loan products (Home Loan, Personal Loan, Business Loan, etc.)Explain loan products, eligibility criteria, documentation, and process to customers.Collect and verify documents and ensure complete application submission.Coordinate with credit, legal, and operations teams for file processing and disbursement.Meet monthly loan disbursement targets.2. Channel Partner Development:Identify and onboard new channel partners (real estate agents, builders, CA firms, DSAs, etc.)Maintain regular communication and build strong relationships with existing partners.Conduct training sessions to educate partners on loan products and processes.Ensure partners are compliant with regulatory and internal policy requirements.Generate consistent business through partner referrals.3. Market Intelligence & Reporting:Conduct market research to stay updated on competitor offerings and market trends.Provide feedback to product and marketing teams for strategy improvement.Maintain MIS and submit daily/weekly/monthly reports on performance and pipeline.Key Skills & Competencies:Good understanding of retail lending products.Strong interpersonal and communication skills.Ability to negotiate and close deals.Target-oriented and self-motivated.Relationship-building and partner management.Familiarity with loan processing systems and MS Office.
EDUCATION
Mohanlal Sukhadia University
Master in Commerce
ABOUT KAMLESH MEHTA
Regional Sales Manager
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