Open to opportunities

Navinkumar C

@navinkumarc

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Motivated finance professional specializing in loan advisory and client relationship management.

India

Message

What I'm looking for

I am seeking a client-facing loan advisor role where I can convert leads, grow business, and work in a collaborative, process-driven team that values customer satisfaction and compliance.

I am a motivated finance professional with solid experience across loan advisory, relationship management, business development, and sales for retail and secured lending products. I have driven client acquisition and retention, handled documentation and compliance, and coordinated cross-functional teams to streamline processes and improve service delivery.

My background includes roles in home loans, microbusiness lending, gold-secured loans, and loan operations where I managed client relationships, performed data verification and reporting, supported project operations, and ensured quality and compliance. I seek to leverage these strengths to convert leads, grow lending business, and deliver personalized loan solutions.

Experience

Work history, roles, and key accomplishments

Loan Officer

Number Tree Assurance Services

Aug 2022 - Nov 2025 (3 years 3 months)

Managed client coordination, documentation, data verification and reporting, and provided project-related operational support while ensuring compliance and quality assurance across loan processes.

Documentation Data Verification & Compliance Reporting Team Coordination Operational Support

Relationship Executive

Jana Small Finance Bank

Sep 2018 - Mar 2019 (6 months)

Managed home-loan client relationships with personalized service, cultivated new business through networking, and collaborated with cross-functional teams to streamline processes and improve client retention.

Relationship Management Business Development Networking Process Improvement Cross Functional Collaboration

Business Development Executive

DHFL Sales And Services Ltd.

Feb 2017 - Dec 2017 (10 months)

Executed business development plans for home loans, identified market opportunities, negotiated contracts, and collaborated with teams to tailor solutions and inform sales strategy through market research.

Business Development Market Research Sales Strategy Contract Negotiation Client Acquisition Cross Functional Collaboration

Business Executive

Axis Securities

Feb 2016 - Jan 2017 (11 months)

Managed loan-against-gold client relationships, developed market expansion plans, identified opportunities, coordinated teams, and prepared reports to support decision-making.

Client Relationship Management Market Expansion Opportunity Identification Reporting Market Analysis

Sales Executive

HDFC Bank

May 2011 - Sep 2014 (3 years 4 months)

Drove micro-business loan sales by building client relationships, conducting market research, presenting tailored solutions, and consistently meeting or exceeding targets.

Sales Client Relationship Management Market Research Negotiation Cross Functional Collaboration