Assistant Sales

Mansi Makwana Contact: 766-***-**** E-Mail: **************@*****.***

Seeking managerial level assignments in Risk Management with a leading organization of repute in Banking industry preferably in Mumbai.

Profile Summary

• A competent professional with nearly 2 years of experience in:

— Credit Analysis & Appraisal — Banking Operations — Internal Audit

— MIS Reporting & Documentation — Team Management — Key Account Management

• Skilled in preparing technical and financial proposals based on the scope of the assignment project schedule and resource estimation

• Possess in-depth understanding of handling various products and processes of home loan files.

• Expertise in maintaining relationship with key corporate decision makers and establishing high profit accounts with

• Well organized with a track record that demonstrates self-motivation, entrepreneurial ability, creativity, and initiative Core Competencies

• Preparing MIS reports to provide feedback to top management on business operations

• Conducting credit investigations and analyzing credit information pertaining to loans

• Providing credit information and references for customers, loan officers, or other agencies as requested

• Appraising proposals, conducting risk analysis & scrutinizing relevant documents before sanctioning / disbursing loans for housing loan segment, ensuring compliance with credit policies

• Performing internal audit and presenting audit reports. Organizational Experience

July 2019 Till Present – Aneja Associates (CA Firm) as Associate Worked on below Assignments

- Motilal Oswal Housing Finance Private Limited

- Aditya Birla Housing Finance Limited

- Adani Housing Finance Private Limited.

Key Result Areas:

• Accountable for Internal Audit conducted timely.

• Preparation of Audit Report to be presented at audit committee meeting.

• Resolutions of audit queries and coordinating with respective team. September 2018 to June 2019 - Finresearch Advisors Private Limited On Project of Piramal CHFL, Mumbai as Credit Process Associate (Assistant Credit Manager) Key Result Areas:

• Accountable for appraising loan proposals by detailed financial & non financial analysis of proposal.

• Working in coordination with Borrower & Sales Team ascertaining credit worthiness of the borrower and ensuring compliance with extant bank guidelines & circulars

• Conducting Personal Discussion for salaried files and proposing it for sanction.

• Preparation of CAM for Both – Salaried and Self-employed customers. Efficaciously worked towards improving the Turn-around-Time and helping in timely audits for the banks August 2016 to December 2017 – HDFC Sales Private Limited as Financial Service Associate Key Result Areas:

• Mainly focusing on insurance plan attachment to home loan files.

• Ensured compliance with various applicable laws and statutes

• Also helping with the disbursement of home -loan files. Academic Details

• PGDM – Finance(Hybrid Program) from Welingkar Institute of Management, Mumbai in 2017 with 61.25%

• M.Com – Nagindas Khandwala College - Mumbai University in 2016(Full Time) with 62.50%

• B.Com. Nagindas Khandwala College - Mumbai University in 2014(Full Time) with 74.57% Personal Details

Date of Birth : 25.March.1994

Permanent Address : A- 101-1, Royal Amber CHSL, Mamlatdar Wadi –Malad West – Mumbai – 64.

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