Area Credit Manager

• May 2023 - Present

- Evaluating and analyzing credit applications to assess the creditworthiness of customers or clients. - Collaborating with other departments, such as finance and accounting, to ensure accurate reporting and compliance with regulations. - Maintaining up-to-date knowledge of industry trends and credit regulations. - Working closely with sales teams to ensure credit policies align with business objectives. - Evaluating and analyzing credit applications to assess the creditworthiness of customers or clients. - Collaborating with other departments, such as finance and accounting, to ensure accurate reporting and compliance with regulations. - Maintaining up-to-date knowledge of industry trends and credit regulations. - Working closely with sales teams to ensure credit policies align with business objectives.

Risk Analyst - Credit

• Jan 2023 - May 2023

- Analyze data to better understand potential risks, concerns and outcomes of decisions - Aggregate data from multiple sources to provide a comprehensive assessment - Create reports, summaries, presentations and process documents to display results - CIBIL updation and solve dispute and queries - Conduct research into potential clients and understand the risks of accepting each one - Identify economic and financial trends that may present a risk to the company - Monitor internal and external data points that may affect the risk level of a decision Show less

Customer service manager wealth

• Dec 2021 - Aug 2022

- Providing investment solutions to the clients based on their risk appetite by doing research on their risk profilers and after analyzing the current market scenario. - Conducted financial planning, investment management and assisted in preserving and generating wealth. - Work on MIS and other internal data related to business and filling in the required documents for compliance. - Analyzing clients' portfolios for Wealth Customer in Target Bracket of 30 Lakhs to 5 Crore relationship value. - Performing working capital analysis to ascertain disbursement of loans and over draft limit. Show less

Finance Intern

• Apr 2020 - Jun 2020