Mohit Sikodia

Supervised and led a team of Relationship Officers (ROs) to consistently achieve sales targets for business loans, LAP, and home loans. Managed DSA onboarding, engagement, and performance, driving business growth and expanding loan portfolios. Coordinated effectively between ROs, DSAs, and internal teams to ensure smooth loan processing and disbursement. Monitored team performance, ensured regulatory and policy compliance, and implemented strategies to enhance productivity and sales efficiency.

Nurtured qualified leads from the marketing team and converted them into business opportunities. Engaged with key decision-makers (CEOs, CFOs, and senior management) to analyze business models, requirements, and pain points. Developed and delivered tailored product presentations aligned with client objectives and financial needs. Conducted client meetings and site visits to strengthen relationships and facilitate deal closure. Prepared and managed documentation, coordinating with the field team for seamless execution. Managed the complete sales cycle — from lead generation to loan disbursement.

Acquired new clients through strategic market research and targeted outreach. Developed tailored pitches showcasing the value of our hiring assessment services, leveraging deep client understanding and industry insights. Acted as a trusted advisor, effectively advocating for our solutions to address specific talent acquisition challenges. Orchestrated seamless client onboarding, ensuring smooth transitions and alignment with client expectations through rigorous internal coordination.

Promote and manage banking products: personal loans, credit cards, forex services, and insurance solutions. Provide customer service to walk-in clients, ensuring seamless onboarding and query resolution. Maintain branch data and records, ensuring accuracy and compliance with banking policies. Conduct field visits to generate leads, acquire clients, and enhance customer relationships.