Associate

• Mar 2023 - Present

-Conducting Due diligence, preparation of documents and co-ordinating with various intermediaries.-Conducting industry and market research to identify trends and opportunities for clients.-Managing transaction execution processes, including due diligence, documentation, and closing activities.-Building and maintaining relationships with clients, and providing exceptional customer service throughout the engagement process.

Cs Management Trainee

• Feb 2022 - Mar 2023

-Preparation of Various Legal documents.- Assisting Compliance Officer in due diligence and compliance of various other regulatory laws.- Assisting in various assignments of Takeover, AIFs and Rights Issues.- Assisting in timely submissions to SEBI and stock exchanges.- Maintenance of Filing records, etc

Assistant Relationship Manager

• Sep 2019 - Jul 2021

-Developing and managing client relationships, and identifying opportunities to cross-sell and up-sell financial products and services-Conducting financial analysis and risk assessments of clients, and recommending appropriate credit solutions-Coordinating with internal teams to ensure timely delivery of products and services, and providing exceptional customer service-Ensuring compliance with regulatory requirements and internal policies and procedures-Developing and implementing business strategies to achieve revenue targets. Show less

Credit Processing Associate

• Jul 2017 - Sep 2019

-Conducting credit analysis and underwriting of loan applications, ensuring compliance with internal policies and regulatory requirements-Performing due diligence on potential clients and evaluating the creditworthiness of existing clients-Preparing loan documentation and coordinating with internal and external stakeholders to ensure timely loan disbursal-Developing and maintaining strong relationships with clients, and providing exceptional customer service throughout the loan process-Collaborating with cross-functional teams to identify areas for process improvement and implementing solutions to enhance efficiency and accuracy Show less

Cs intern

• Jan 2017 - May 2017