Experience

EPIC Solutions Group

• Switzerland
• Financial Services
• 1 - 100 Employee

• Investment Compliance Consultant

  • Mar 2023 - Present



IndusInd Bank

• India
• Banking
• 700 & Above Employee

• Credit Analyst/ Associate Relationship Manager

  • Jan 2018 - Aug 2020

  Team management: Provided support to Relationship Managers through operational oversight and strong team leadership, ensuring compliance with bank policy. Client management: Interacted with clients on a daily basis to manage 10 accounts, totaling $10.5M in annual income. Successfully built rapport and relationships with clients through consistent quality interactions, leading to positive customer feedback and increased business retention. Financial & risk analysis: Prepared credit proposals for the North Indian region by reviewing client financial statements, industry data, third-party reports, and macroeconomic climate. Planning and execution: Promoted strategies for enhancing credit management processes, including processing loan documentation, and maintaining compliance with governing standards. Successfully increased the proposal preparation process efficiency by implementing new workflow processes. Stakeholder management: coordinating with internal teams (Credit Risk, Operations, Compliance, Legal, etc) to facilitate a smooth flow of transactions and enhance customer service. Show less