Open to opportunities

Hitanshi Patel

@hitanshipatel

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Branch manager and lending professional driving growth through compliance and sales.

India

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What I'm looking for

I’m looking for opportunities in banking, financial services, or MNC environments where I can lead lending operations, strengthen compliance, manage collections, and drive sales-driven customer retention.

I’m a results-driven financial services and operations professional with 3+ years of experience in lending, sales, collections, and customer relationship management in international markets. In my current role as a Branch Manager, I oversee day-to-day branch operations across loan processing, customer service, and compliance management.

I review and evaluate loan applications by analyzing customer financial profiles, income documentation, and credit history, while performing risk assessment and maintaining strong regulatory compliance. I consistently meet or exceed monthly sales targets through effective promotion of financial products, and I support management decision-making by preparing reports and monitoring branch performance.

I take a compliance-first approach, ensuring adherence to KYC guidelines and internal policies to minimize risk and prevent fraud. I’m also confident in client engagement—building relationships that improve retention and repeat business—and I enjoy problem-solving across operations, documentation verification, and process improvement, with a clear goal of contributing to banking, financial services, or MNC environments.

Experience

Work history, roles, and key accomplishments

Branch Manager

Easy Financial Services

Dec 2024 - Feb 2026 (1 year 2 months)

Oversaw day-to-day branch operations, including loan processing, customer service, and compliance management. Reviewed loan applications, supported sales targets, and ensured adherence to KYC guidelines to minimize risk and prevent fraud.

Loan Processing Credit Analysis Risk Assessment KYC Compliance Collections Portfolio Management Customer Relationship Management Regulatory Compliance

Financial Service Representative

Easy Financial Services

Sep 2023 - Dec 2024 (1 year 3 months)

Handled customer loan inquiries and account management while collecting and verifying documentation for accuracy and compliance. Managed collections follow-ups and coordinated with credit and risk teams for loan approvals and escalations.

Account Management Collections Portfolio Management Documentation Verification Regulatory Compliance Sales Support Customer Relationship Management

Financial Service Representative

Pay 2 Day

Jan 2023 - Sep 2023 (8 months)

Managed client onboarding and account maintenance with accurate records and documentation. Assessed loan applications for financial risk, promoted financial services, and handled cash operations, reconciliations, and customer issue resolution.

Client Onboarding Loan Risk Assessment Credit Analysis Financial Services Sales Cash Operations Reconciliations Customer Service Documentation Review Customer Relationship Management

Customer Service Associate

Walmart

Jan 2022 - Dec 2022 (11 months)

Provided high-quality customer service in a fast-paced retail environment by assisting customers with inquiries and resolving issues efficiently. Maintained a positive shopping experience through clear and effective communication.

Customer Service Communication Retail Operations Record keeping Team Support Service Quality Management Customer Experience