@akshaypathrot
Senior Relationship Manager at Sammaan Capital managing Home Loan and LAP portfolios with a monthly disbursement target of INR 2 crore.
IndiaAt Sammaan Capital Ltd, I manage a Home Loan and Loan Against Property (LAP) portfolio with a monthly disbursement target of INR 2 crore, building client relationships to support loan origination and portfolio growth.
At Way to Gain Pvt Ltd, I managed retail Home Loan and LAP sales and supervised a 14-member sales team. In my Banking Analytics project with Excelr, I analyzed loan data using Excel, Power BI, SQL, and Tableau, and delivered interactive dashboards and data-driven recommendations.
Work history, roles, and key accomplishments
Sammaan Capital Ltd
May 2026 - Present (4 months)
Manage Home Loan and Loan Against Property (LAP) portfolio with a monthly disbursement target of INR 2 crore. Build and maintain client relationships to drive loan origination and portfolio growth.
Way to Gain Pvt Ltd
Jul 2022 - Apr 2026 (3 years 9 months)
Managed retail sales of Home Loans and LAP for a private limited corporate mutual fund distributor with AUM of INR 250–300 crore. Led and supervised a sales team of 14 members, setting targets and monitoring performance.
HDFC Sales Private Limited
Aug 2019 - Jan 2020 (5 months)
Managed Home Loans and all types of Mortgage Loans across Bangalore. Led a team of 6 members, overseeing the process from sanction through disbursement.
RBL Bank Ltd.
Jan 2019 - Jul 2019 (6 months)
Managed LAP and mortgage loan sales channels across Hubli, Dharwad, and Belgaum. Led teams of 5 members per branch and increased business by 40% after assuming responsibility for the Belgaum territory.
HDFC Sales Pvt. Ltd.
Jan 2017 - Jan 2018 (1 year)
Sold Home Loans, Mortgage Loans, and Site Loans across locations including Bijapur and Bangalore. Led business development activities at Bijapur’s largest mall, Shetty Patil, achieving significant sales success.
Degrees, certifications, and relevant coursework
Bachelor of Commerce (B.Com), Commerce
2014 - 2017
Grade: 66.41%
Pursued a Bachelor of Commerce (B.Com) degree, achieving a percentage of 66.41%.
High School in Pre-University Education (Science), Science
2012 - 2014
Grade: 70.46%
Completed Pre-University Education in Science, achieving a percentage of 70.46%.
SSLC, General
2011 - 2011
Grade: 69.12%
Completed SSLC (Secondary School Leaving Certificate) with a percentage of 69.12%.
Software and tools used professionally
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