✦ Senior Finance Professional

Pornima
Umbarkar

Finance & Banking Expert | Business Leader

A highly experienced Finance Professional with 12+ years of expertise in Finance and Banking, specializing in mortgage loans, financial consulting, and business development. Proven track record of achieving ₹5 Crore monthly business targets.

✉ Get In Touch
12+
Years in Finance
₹5Cr
Monthly Target
2+
Years IT Marketing
Pornima Umbarkar - Senior Finance Professional
✦ About Me

Know More About Me

Dedicated finance professional committed to excellence in banking and financial services.

🏦
Finance & Banking

12+ Years of Excellence

🏆
14+
Years Experience

I'm Pornima Umbarkar

A highly experienced Finance Professional with over 12 years of expertise in the Finance and Banking industry, complemented by 2 years of experience in IT Marketing. I specialize in mortgage loans, home loans, customer relationship management, sales strategy, business development, financial consulting, and team leadership.

Throughout my career, I have consistently achieved business targets, managed high-performing teams, and built lasting client relationships. My passion lies in delivering exceptional financial solutions while driving business growth and customer satisfaction.

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Full Name
Pornima Umbarkar
🎂
Age
38 Years
🎓
Education
Post Graduation
💼
Experience
14+ Years Total
📄 Download Resume
✦ Career Journey

Professional Experience

A timeline of growth, leadership, and financial expertise.

2012 – Present

Senior Finance Professional

UC Service Company

Leading financial operations with specialization in mortgage and home loan processing. Managing client relationships, driving business development, and consistently achieving monthly targets of ₹5 Crore.

Mortgage Loans Team Leadership Sales
Key Responsibilities

Home Loan Processing & Consultation

Finance Division

Expert in home loan documentation, processing, and customer financial consultation. Guiding clients through the entire loan lifecycle from application to disbursement.

Home Loans Documentation Consultation
Leadership & Growth

Sales & Business Development Lead

UC Service Company

Spearheading sales strategies, managing high-performing teams, and expanding business through strong client relationship management and strategic planning.

Business Development CRM Strategy
Prior Experience

IT Marketing Professional

IT Industry

2 years of experience in IT Marketing, building a strong foundation in digital marketing strategies, client acquisition, and technology-driven business solutions.

IT Marketing Digital Strategy Client Acquisition
✦ Expertise

Professional Skills

Core competencies developed over 14+ years of professional experience.

🏠
Mortgage Loan
95%
🏦
Home Loan
93%
💰
Financial Consulting
90%
👥
Team Management
92%
📈
Sales Management
88%
🚀
Business Development
91%
🤝
Customer Relationship Management
94%
🏛️
Banking Operations
89%
👔
Leadership
90%
🗣️
Communication Skills
92%
🎯
Target Achievement
96%
💻
IT Marketing
80%
✦ Milestones

Key Achievements

Numbers that reflect dedication, hard work, and consistent performance.

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0 Cr+
Monthly Business Target
📅
0+
Years in Finance
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0+
Clients Served
🏆
0+
Loans Processed
💎

₹5 Crore Monthly Business

Successfully achieved approximately ₹5 Crore monthly business targets consistently, demonstrating exceptional sales performance.

👑

Team Leadership Excellence

Managed and led high-performing finance sales teams, mentoring team members and driving collective success.

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Long-term Client Relationships

Built and maintained long-term relationships with clients, ensuring repeat business and high referral rates.

📈

Sales Performance & Customer Satisfaction

Significantly improved sales performance metrics and customer satisfaction scores through strategic planning and execution.

🎯

Financial Planning & Loan Advisory

Developed strong expertise in financial planning and loan advisory services, helping hundreds of clients achieve their financial goals.

✦ What I Offer

Professional Services

Comprehensive financial services tailored to meet diverse client needs.

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Mortgage Loan Services

Expert guidance on mortgage loan products, competitive rates, and seamless processing from application to disbursement.

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Home Loan Processing

End-to-end home loan processing including documentation, verification, approval, and disbursal with personalized support.

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Financial Consulting

Personalized financial consulting to help individuals and businesses make informed decisions about loans, investments, and planning.

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Business Development

Strategic business development services including market analysis, client acquisition strategies, and growth planning.

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Client Relationship Management

Building and maintaining strong client relationships through trust, transparency, and consistent service delivery.

📋

Loan Documentation

Comprehensive loan documentation assistance ensuring all paperwork is accurate, complete, and processed efficiently.

✦ Get In Touch

Contact Me

Let's discuss how I can help you with your financial goals.

Let's Connect

Whether you need financial consulting, loan advisory, or want to discuss a business opportunity, I'm here to help. Reach out and let's start a conversation.

📧

Email

pornima.bu@gmail.com

📱

Phone

+91 9511247578

📍

Location

India

🏢

Company

UC Service Company

Send a Message