Abhishek Yadav profile photo 1 on Tal

Abhishek Yadav

Relationship Manager | Home Loans & Wealth Cross-Sell | Credit & Client Advisory | MBA | SAP Certified Associate - S&D | B.Com - University of Delhi

Pune District

3+ years of work experience

Sundaram Home Finance Official
Jul 20251 yrPresent

Pune District, Maharashtra, India

Responsible for assisting customers with Home Loans, Loan Against Property, Plot & Construction Loans. And Manage complete loan lifecycle from eligibility assessment to disbursement, ensuring compliance with credit policies. Skilled in product matching, cross-selling financial products, and enhancing customer experience through accurate documentation and credit evaluation.
Sundaram Home Finance Official
Jul 20241 yrJun 2025

Pune District, Maharashtra, India

🔹 Bridging builders, DSAs & customers with tailored home loan solutions. 🔹 Driving high login-to-disbursement ratios with precision & speed. 🔹 Delivering customer-first service with strong credit insights & on-ground experience in mortgage lending.
Reliance Retail
May 20233 mosJul 2023

Studied customer buying behavior and retail experience. Identified strategies for customer retention and relationship building. Suggested enhancements in in-store customer experience.
Reliance Retail
May 20232 mosJun 2023

Pune District, Maharashtra, India

Worked on customer engagement strategies and real-time CRM practices during a high-impact internship at Reliance Retail. Gained hands-on experience in consumer behavior, loyalty programs, and market insight generation.
The Indian Hume Pipe Co. Ltd.
Apr 20211 yr 2 mosMay 2022

Raipur, Chhattisgarh, India

Contributed to key infrastructure projects in water supply and pipeline management. Gained field experience in execution, vendor coordination, and project supervision, enhancing my technical and operational understanding.
Nov 20205 mosMar 2021

Raipur, Chhattisgarh, India

Education

Sri Balaji University, Pune

Mba, Marketing

Sri Balaji University, Pune

20222 yrs2024
Delhi University

Bachelor of Commerce - BCom, Bcom

Delhi University

20173 yrs2020

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Headline

Relationship Manager | Home Loans & Wealth Cross-Sell | Credit & Client Advisory | MBA | SAP Certified Associate - S&D | B.Com - University of Delhi

About

Adaptable. Driven. Passionate about Finance. Coming from a disciplined Naval background, I’ve grown up across various Indian states, learning to adapt quickly, connect with people from diverse walks of life, and thrive in dynamic environments. Currently working as a Management Trainee in the housing finance industry, I’ve developed hands-on expertise in credit analysis, customer relationship management, and disbursement processes. I’ve successfully handled high-volume disbursements, maintained an excellent login-to-disbursement conversion ratio, and built a strong understanding of home loan products, credit policies, and operational risk assessment. I also bring with me a strong academic foundation—an MBA in Marketing (with deep interest in finance and investing), a SAP certification, and real-world project experience in credit cards and financial products. I’m enthusiastic about expanding into challenging roles across BFSI, fintech, consulting, or investment sectors. Let’s connect if you’re looking for someone who blends adaptability, performance, and passion.

Location

Pune District

Work experience

Relationship Manager at Sundaram Home Finance Official, Jul 2025 - Present · 1 yr, Pune District, Maharashtra, India, Responsible for assisting customers with Home Loans, Loan Against Property, Plot & Construction Loans. And Manage complete loan lifecycle from eligibility assessment to disbursement, ensuring compliance with credit policies. Skilled in product matching, cross-selling financial products, and enhancing customer experience through accurate documentation and credit evaluation.

Management Trainee at Sundaram Home Finance Official, Jul 2024 - Jun 2025 · 1 yr, Pune District, Maharashtra, India, 🔹 Bridging builders, DSAs & customers with tailored home loan solutions. 🔹 Driving high login-to-disbursement ratios with precision & speed. 🔹 Delivering customer-first service with strong credit insights & on-ground experience in mortgage lending.

Marketing Intern at Reliance Retail, May 2023 - Jul 2023 · 3 mos, Studied customer buying behavior and retail experience. Identified strategies for customer retention and relationship building. Suggested enhancements in in-store customer experience.

Marketing Internship at Reliance Retail, May 2023 - Jun 2023 · 2 mos, Pune District, Maharashtra, India, Worked on customer engagement strategies and real-time CRM practices during a high-impact internship at Reliance Retail. Gained hands-on experience in consumer behavior, loyalty programs, and market insight generation.

Supervisor at The Indian Hume Pipe Co. Ltd., Apr 2021 - May 2022 · 1 yr 2 mos, Raipur, Chhattisgarh, India, Contributed to key infrastructure projects in water supply and pipeline management. Gained field experience in execution, vendor coordination, and project supervision, enhancing my technical and operational understanding.

Administrative Assistant at RRY construction, Nov 2020 - Mar 2021 · 5 mos, Raipur, Chhattisgarh, India

Education

Mba, Marketing, Sri Balaji University, Pune

Bachelor of Commerce - BCom, Bcom, Delhi University