May 2023 – May 2025 · 2 yrs · Bhopal, Madhya Pradesh, India

• Underwriting the Products Small & Medium Enterprises loan, Light and Small Commercial Vehicles, Cars, 3-Wheelers,
• Tractors and Farm Equipment’s
• Oversee the credit application process PAN India, evaluating creditworthiness, and making data-driven decisions to
• approve or decline credit applications while adhering to company credit policies and regulatory requirements.
• Analysis of Financial Statements, financials Ratios, Cash Flow, Profit and Loss Statement, Banking and Balance sheet.
• Conduct thorough financial analysis, credit checks, and reference checks to assess and establish appropriate credit
• limits for new and existing customers.

Aug 2022 – Apr 2023 · 8 mos · Indore, Madhya Pradesh, India

Oct 2021 – Aug 2022 · 10 mos · Indore, Madhya Pradesh, India

• Organize a variety of club activities and lectures to boost student knowledge of taxation, equity and derivatives, bonds, banking, and other financial instruments.

Jul 2022 – Sep 2022 · 2 mos · Indore, Madhya Pradesh, India · On-site

• Assisted Credit Analysts in evaluating Firms & Commercial Creditworthiness and preparing Credit applications for
• review.
• Conducted financial statement analysis, Cash Flow, Profit & Loss Statements, Financials Ratios & Balance Sheet to
• assess clients financial health and identify potential credit risks. Collaborated with the working capital team to optimize
• cash flow and streamline invoicing processes.
• Assisted in monitoring and managing credit limits for existing clients, ensuring compliance with established credit
• policies.

Jul 2020 – Sep 2020 · 2 mos · Remote

Jul 2020 – Sep 2020 · 2 mos · Indore, Madhya Pradesh, India

• Conduct in-depth research on various financial markets, Industry trends, and Economic indicators to generate valuable
• insights for clients.
• Monitor and track market movements and regulatory changes to provide timely updates to clients, enabling them to
• adapt their investment strategies proactively.
• Work closely with clients to understand their financial objectives, Risk tolerance, and Investment preferences, tailoring recommendations accordingly.