NAYAN PATIDAR
Credit Officer at Svatantra Micro Housing Finance Corporation- Claim this Profile
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Hindi Native or bilingual proficiency
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English Professional working proficiency
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Gujarati Native or bilingual proficiency
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German Elementary proficiency
Topline Score
Bio
Credentials
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Introduction to Capital Markets
Corporate Finance InstituteOct, 2022- Oct, 2024 -
Math Fundamentals for Capital Markets
Corporate Finance InstituteOct, 2022- Oct, 2024
Experience
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Svatantra Micro Housing Finance Corporation
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India
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Financial Services
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100 - 200 Employee
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Credit Officer
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Jan 2023 - Present
● Appraise housing loans from a Credit perspective and recommend them to the Committee for sanction or rejection. ● Visit the Customer’s Workplace / Residence / both to validate key information collected by sales executive as and when required. ● Complete missing information (gaps) in StoryBoard prepared by the sales executive. ● Be up to date with the current industry standards, market scenarios and company processes. ● According to scenarios, Raising verification questions and analyzing the transactions through provided answers by verification officers. Show less
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Finoability
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India
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Financial Services
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1 - 100 Employee
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Financial Planner
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May 2022 - Jul 2022
• The Equity Research and Portfolio Management • Prospecting client needs and understanding the requirement. • Analyzing Risk Profile. • Work on several projects to understand the financial markets. • Selecting the optimum Asset allocation for the clients Portfolio. • Maintain sales records. • The Equity Research and Portfolio Management • Prospecting client needs and understanding the requirement. • Analyzing Risk Profile. • Work on several projects to understand the financial markets. • Selecting the optimum Asset allocation for the clients Portfolio. • Maintain sales records.
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Education
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Dr. D. Y. Patil B-School, Pune
PGDM, Finance and Financial Management Services -
Devi Ahilya Vishwavidyalaya
Bachelor of Business Administration - BBA, Finance and Financial Management Services -
Gujarat University
Commerce