Aditi Jain

• Checking mandatory login documents for processing the file.

· Analyse the financial ratio like current ratio, Leverage ratio, DSCR, Debt to equity ratio and WC cycle of the business.

· Preparing the credit appraisal memo, covering all the data relating to firm’s business, its promoters, and analysis of financials template for credit appraisal.

· Telephonic discussion with all the customers.

· Handling credit operation after login to sanction through synoriq software.

· Recommending the proposal to higher authority for sanctioning decision.

· Handling portfolio of around 96 cases of south zone.Improved overall portfolio quality, conducting regular reviews of existing accounts and recommending appropriate actions.

• Analyzed credit scores to determine borrowers' creditworthiness.

• Assisted senior analysts in generating insightful reports for clients, contributing to increased client satisfaction.
• Eagerly participated in professional development opportunities offered by the firm, constantly seeking ways to enhance skills as an equity research intern.
• Enhanced investment strategies by conducting thorough industry and company-specific research.
• Developed strong relationships with company management teams, gathering valuable information for research purposes.