Finance,Payable,Receivable,Tax

Yogesh ShriNiwasWasulkar

Email Id:******.********@*****.***

Phone No: +91-952*******

Career Objective :

To pursue a challenging career in the field of Finance, and Administration utilizing my qualification, experience, software knowledge, logical skills to achieve the overall organizational growth and leadership abilities

Professional Profile :

Current Employer :

Employer :TATA BUSINESS SUPPORT SERVICES LIMITED

Designation : CPA-Executive (Grade 1A)

Date of Employment : 12th October 2016

Role and Responsibilities:

Evaluating clients’ credit data and financial statements in order to determine the degree of risk involved in lending money to them

Preparing reports about the degree of risk in lending money to clients

Analysing client records and using the data to recommend payment plans

Conferring with credit associations and references to exchange credit information on clients

Evaluating the financial status of clients by producing financial ratios through computer programs

Filling out loan applications and including the credit analysis and loan request summaries, then submitting these loan applications to loan committees for their approval

Helping supply chain and sales and marketing departments in managing financial orders to help them control credit exposure, make payments on time, and reduce the risk of customer disputes

Conferring with clients to verify their financial/credit transactions and to resolve their complaints Previous Employer:

Employer :HDFC BANK (Vimannagar Branch)

Designation :BSO

Date of Employment :25th May 2015 to 30th Sep 2016 Role and Responsibilities:

Adept at performing Banking Operations effectively and efficiently.

Following the process of the bank and ensuring the compliance to rules and regulations of the bank.

Managing customer centric operations, forwarding customer instructions to the concerned department and ensuring customer satisfaction

Interfacing with clients for understanding their needs and requirements for customer retention n& securing repeat business

Responsible for directing the use of latest technology and procedures hence increasing the client services at higher rates.

Expertise in maintaining the relationship with key corporate decision

Identifying Cross-Sale opportunities and pitching the right product to right client enhancing the stickiness of the customer

QUALIFICATIONS :

MBA Final Year PROJECT UNDERTAKEN :

Project Title: “A STUDY OF LOAN PROCEDURE IN CO-OPERATIVE BANK Project Description:

This project includes total process right from the credit needs of the customers to the loan disbursement. It includes loan type, loan amount, and creditworthiness of the borrowers, terms and conditions of the repayment of loan, consequences of no payment of loan within the time period. Bank Name:SUVARNAYUG SAHAKARI BANK LTD. PUNE

Co-curricular Activities:

Participated as Escort Committee Member In NATIONAL LEVEL SEMINAR “Reverse Innovation – Ideas to Execution” Sponsored by: University of Pune and organized by Dnyanganga Institute of Career Empowerment and Research

Extra Curricular Activities:

1. Participated in Annual Sports Event of College. PERSONAL DETAILS :

Name : Yogesh Shriniwas Wasulkar.

DOB : 05/10/1989

Strengths : A good team member, Positive attitude. Address : Vijayalankar Soc sr no 4/5 Taljai Pathar Dhankawadi Pune 411043. Contact Number : 952-***-****.

Email : ******.********@*****.***

I hereby declare that the above written particulars are true to the best of my knowledge and belief. Date:

Place: (Yogesh.S.Wasulkar)

Degree University Year Percentage

MBA

(Finance)

Pune University 2014 60%

B.com

(Commerce

)

Pune University 2011 59%

HSC Maharashtra 2007 50%

SSC Maharashtra 2005 42.93%

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