Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Certification
Websites
Timeline
Generic
Akash Chavan

Akash Chavan

PUNE

Summary

Dynamic Operation Officer with a proven track record at Vistaar Financial Services, excelling in KYC compliance and customer relationship management. Expert in credit evaluation and loan processing, driving efficiency in operations. Adept at resolving complex queries and ensuring timely disbursement of loans, enhancing client satisfaction and operational success.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Operation Officer

Vistaar Financial Serviced Pvt Ltd
PUNE
04.2025 - Current
  • Oversee the day-to-day operations within the NBFC, ensuring all functions (loan origination, disbursement, collection, etc.). They are running efficiently.
  • Oversee and manage the process for loan applications, ensuring they are complete and accurate. This includes evaluating the application, checking, and reviewing the required documents.
  • Cash management.
  • KYC/AML Compliance.
  • Addressing Customer Inquiries.
  • Legal and technical initiation.
  • Resolving query of legal and technical.
  • Generation of the CIBI Report.
  • Collaboration with other departments, such as Credit, Sales, etc.
  • Initiation of miscellaneous requests, such as LOD, SOA, foreclosure, NOC, etc.
  • Ensure the smooth disbursement of approved loans to customers, and that the funds are transferred in a timely manner.

Relationship Manager

HDFC Bank Ltd
KURDUWADI
09.2024 - 04.2025
  • Identifying and acquiring new clients for the bank.
  • Conducting research to understand potential clients' needs, their financial behavior, and identifying new business opportunities.
  • Product Knowledge, Cross-Selling, Lead Generation.
  • Loan application processing.
  • Understand the borrower’s background, business, and character.

Assistant Relationship Manager

IDFC First Bank Ltd
AKLUJ
01.2022 - 09.2024
  • Identifying and acquiring new clients for the bank.
  • KYC verification.
  • Product Knowledge, Cross-Selling, Lead Generation.
  • Loan application processing.
  • Understand the borrower’s background, business, and character.

Education

Bachelor of Business Administration -

Shriram College of ABM
Paniv, Tal:Malshiras
07-2020

HSC -

Shri. Shivaji Mahavidyalay
Barshi
05-2015

SSC -

Maharashtra Vidyalay
Barshi
06-2013

Skills

  • KYC compliance
  • Credit evaluation and analysis
  • Risk assessment
  • Document verification
  • Customer relationship management
  • Product knowledge
  • Cash management
  • Loan processing
  • Microsoft Excel
  • Microsoft Word
  • Microsoft Outlook

Affiliations

  • 08 Oct 1997

Languages

Marathi
First Language
Hindi
Proficient (C2)
C2
English
Advanced (C1)
C1

Certification

MS-CIT, 2013

Websites

Timeline

Operation Officer

Vistaar Financial Serviced Pvt Ltd
04.2025 - Current

Relationship Manager

HDFC Bank Ltd
09.2024 - 04.2025

Assistant Relationship Manager

IDFC First Bank Ltd
01.2022 - 09.2024

Bachelor of Business Administration -

Shriram College of ABM

HSC -

Shri. Shivaji Mahavidyalay

SSC -

Maharashtra Vidyalay

Similar Profiles

CREATE PROFILE
Akash Chavan