---
title: "Steve Pacheco - Proprietor in Haliyal | Tal"
description: "Meet Steve Pacheco, Proprietor @FinWiz Financial Consultants, Ex Branch Manager, Sarvagram Fincare Pvt Ltd, Ex Canfin Homes. Ex Xchanging, Ex Axis Bank based in Haliyal."
image: "https://tal.club/meet/steve-pacheco/share-image"
---

# Steve Pacheco on Tal

## Headline

Proprietor @FinWiz Financial Consultants, Ex Branch Manager, Sarvagram Fincare Pvt Ltd, Ex Canfin Homes\. Ex Xchanging, Ex Axis Bank

## About

MBA in Marketing with15\+ years of experience in Cooperative Banking, Sales, Marketing, Training, People Management, Business Development and KPO\.

## Location

Haliyal

## Work experience

Proprietor at FinWiz Financial Consultants, Dec 2025 \- Present · 7 mos, Haliyal, Karnataka, India, DSA for Business Loan, Home Loan, Vehicle Loan, Personal Loan, LAP, and Gold Loan

Branch Manager at SarvaGram, May 2025 \- Nov 2025 · 7 mos, On\-site, Business Development & Growth: \* Develop and execute strategies to achieve and exceed branch business targets, including loan disbursements, portfolio growth, and new customer acquisition\. \* Identify and explore new business opportunities within the branch's service area\. \* Build and maintain strong relationships with existing and potential customers, local community leaders, and relevant stakeholders\. \* Actively participate in local outreach programs and awareness campaigns to promote SARVAGRAM Fincare's offerings\. \* Team Leadership & Management: \* Recruit, train, motivate, and manage a high\-performing branch team\. \* Provide regular coaching, feedback, and performance evaluations to team members\. \* Foster a positive and collaborative work environment that encourages teamwork and customer\-centricity\. \* Ensure adherence to all company policies, procedures, and ethical standards\. \* Operations & Risk Management: \* Oversee day\-to\-day branch operations, ensuring efficiency, accuracy, and compliance with regulatory guidelines\. \* Implement and monitor robust risk management practices to mitigate operational and credit risks\. \* Ensure proper documentation, verification, and disbursement processes for all financial products\. \* Manage branch cash flow, inventory, and assets effectively\. \* Customer Relationship Management: \* Ensure the delivery of excellent customer service, addressing customer queries and concerns promptly and effectively\. \* Build trust and rapport with customers, understanding their financial needs and offering suitable solutions\. \* Handle customer grievances and complaints with professionalism and a resolution\-oriented approach\. \* Market Intelligence & Reporting: \* Stay updated on local market trends, competitor activities, and economic developments\. \* Provide regular reports on branch performance, market insights, and operational challenges to senior management\. \* Contribute to the development

Assistant Manager at Canfin Homes Ltd, Nov 2024 \- Apr 2025 · 6 mos, Belgaum, Karnataka, India, \*Generate Mortgage Loans, HL, APF leads \* Convert Leads and ensure timely disbursement \* Conduct Marketing Activities in the specified area \*Create Brand Awareness \* Meeting with Developers, Construction Companies and Builders for loans \* Marketing for Individual Housing Loans

Branch Sales Manager at Axis Bank, Apr 2024 \- Nov 2024 · 8 mos, Hubli, Karnataka, India, Drove Business Development: Sourced and generated qualitative leads to meet and exceed home loan business targets\. Executed Integrated Marketing Campaigns: Planned and implemented marketing strategies including on\-ground activities \(camp sittings, builder meetings\) and digital marketing \(SEO, PPC\) to enhance brand visibility and lead generation\. Managed Client Relationships: Nurtured leads and managed the sales pipeline from initial contact to final conversion, utilizing CRM tools for effective client data management\. Conducted Market Research & Analysis: Performed in\-depth market research to identify new business opportunities and competitive trends, directly informing strategic decision\-making\. Streamlined Operations: Supported branch operations by performing due diligence, KYC verification, and documentation, ensuring a smooth and efficient loan process\. Fostered Key Partnerships: Built and maintained strong relationships with builders, industry associations \(e\.g\., CREDAI\), and external partners to expand the business network\. Analyzed Performance Metrics: Tracked and reported on key marketing and sales metrics to provide actionable insights on campaign effectiveness and ROI to management\.

Business Development Manager at Padmavati Traders, Mar 2022 \- Apr 2024 · 2 yrs 2 mos, Haliyal, Karnataka, India

## Education

Master of Business Administration, Marketing, ICFAI University

B\.Com, Business/Commerce, General, Mangalore university

[View the original profile](https://tal.club/meet/steve-pacheco)

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