PUNEET BAPNA

CEO

Ahmedabad, Gujarat, India15 yrs 5 mos experience
Highly Stable

Key Highlights

  • Proven expertise in credit underwriting and financial reporting.
  • Strong background in banking with extensive managerial experience.
  • Skilled in assessing credit proposals and compliance.
Stackforce AI infers this person is a Banking and Finance professional with strong analytical and managerial skills.

Contact

Skills

Core Skills

Credit UnderwritingFinancial ReportingLending

Other Skills

Account ReconciliationAuditingBankingCommercial CreditCredit AnalysisCredit AppraisalsCredit InformationFinancial AccountingIndirect TaxationInternal AuditMarket ResearchMicrosoft ExcelMicrosoft OfficeMicrosoft WordPublic Speaking

About

Experienced Manager with a demonstrated history of working in the banking industry. Strong professional skilled in Analytical Skills, Banking, Communication, Credit Appraisal, Credit Rating, Risk Assessment, and financial statement analysis.

Experience

Uco bank - a government of india owned public sector bank

2 roles

Mid Corporate Branch Head

Aug 2023Present · 2 yrs 7 mos · On-site

Mid Corporate Branch Head

Nov 2021Aug 2023 · 1 yr 9 mos · On-site

Uco bank

4 roles

Chief Manager

Jun 2020Nov 2021 · 1 yr 5 mos

Credit UnderwritingUnderwritingCredit AppraisalsFinancial ReportingAccount ReconciliationStatutory Audits

Senior Manager

Jun 2017Jun 2020 · 3 yrs

  • Assessment of credit proposals and checking its viability
  • Credit rating of firms/companies
  • Analysis of financials of the firms.
  • Looking after compliance so that to adhere to different banking norms.
  • Assigning proper job and responsibilities to colleagues so as to bring best out of them.
  • Profiling Customers and providing financial assistance to meet their needs.
  • Advance in charge: which includes monitoring to fresh sanction of different loan proposals.
  • Giving corporate loans
  • Sanction and disbursement of different business loans to MSME borrowers

Credit Officer

Nov 2013Jun 2017 · 3 yrs 7 mos

  • Dealing with all the SME & Corporate borrowers, processing various credit proposals, rating of accounts, preparing marketing strategies & credit monitoring.
Credit UnderwritingUnderwritingLendingCommercial CreditMarket ResearchCredit Information

Credit Officer

Nov 2013May 2017 · 3 yrs 6 mos

  • Dealing with all the SME & Corporate borrowers, processing various credit proposals, rating of accounts, preparing marketing strategies & credit monitoring.

Ashok k surana & associates

Chartered Accountant

Jan 2007Jan 2010 · 3 yrs

Education

The Institute of Chartered Accountants of India

Chartered Accountant

Jan 2007Jan 2012

The Institute Of Cost Accountants Of India

CMA — Accounting and Finance

Jan 2016Jan 2019

The Institute of Company Secretaries of India

Company Secretary

Jan 2011Jan 2013

Hinduja College Of Commerce Mumbai

Bachelor's degree

Jan 2007Jan 2010

St Anslem Sr Sec School Bhilwara

HSC

Jan 2005Jan 2007

IIBF

CAIIB

The Institute Of Cost Accountants Of India

IC — Accounting and Finance

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