Summary
Overview
Work History
Education
Skills
Certification
Timeline
BusinessAnalyst
Aneesh Dugar

Aneesh Dugar

Associate Analyst
4 Mahavir Nagar, G-2 Mahavir Palace, Indore

Summary

An organized and detail oriented mortgage professional with more than 2 years' experience in the financial and customer service industries. Seeking a challenging opportunity in mortgage financing, loan processing, research specialization and data analysis. Mortgage Analyst review mortgage loan documents & skilled in Conventional, FHA, VA, USDA, Fannie/Freddie Mae Loans.

Overview

3
3
years of professional experience
8
8
years of post-secondary education
3
3
Certifications

Work History

Associate Analyst

XL Dynamics India Pvt. Ltd
Indore
01.2021 - Current
  • Involved in Underwriting of loan documents & conditions (Title Documents - CPL, Hazard Policy etc.) to ensure that the loan is in compliance with Federal, State and Investor guidelines.
  • Ensure that all loans are funded in compliance and without any quality control issue.
  • Involved in dealing with third parties like Realtors, Insurance Companies, Title & Escrow Companies and Mortgage Brokers.
  • Liaison with other departments to process the Mortgage and ensure high level of customer Service.
  • Work with Relationship Managers, Loan Originators, Management and Customers to close loans within the provided deadline and assist in monitoring and administering the loan portfolio in accordance with loan approval.
  • Communicating with clients, third parties and customers to address their queries, needs requested.
  • Configure financial data and documents in the ERP system.

Assistant Sales Manager

Kotak Mahindra Bank Ltd
Ahmedabad
02.2020 - 11.2020
  • Achieved consumer durable and similar products finance volume target by managing various relationships assigned, including authorized dealers of various types which may include large format stores.
  • Cross sold company products and services to existing and new customers.
  • Worked on payment collection according to the bucket cycle.
  • Carry out market research to assess potential market and customer trends. Developed strategies and tactics to increase market share.
  • Developed and implemented marketing and sales programs to generate leads and increase sales. Also ensure compliance with company policies and procedures.
  • Evaluated sales team performance and provided coaching and mentoring to improve performance.

Marketing & Sales Intern

Bajaj Consumer Care Ltd
Indore
08.2019 - 08.2019

Big Bazaar’s - Sabse Saste Din”, the biggest shopping event held across the country between 09th - 15th August 2019. It was India’s most awaited and exiting annual shopping festival for consumers.


  • Execute In-store visibility. In-store Sampling and shopper engagement.
  • Developed innovative marketing campaigns to increase engagement with target demographic and drive brand exposure.
  • Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
  • Developed value-added solutions and approaches by leveraging trends in customer marketplaces and industries.
  • Manage stock according to MPM. Focus on maintaining MBQ & POP.

Marketing & Sales Intern

Britannia Industries Ltd
Indore
06.2019 - 07.2019

“Britannia Khao World Cup Jao”, the most exciting event held across the country between 1st June - 15th July 2019.


  • To drive the biggest National Activation of Britannia call Britannia Khao World Cup Jao across stores.
  • To drive new innovation article in stores to aware customers regarding new launches articles.
  • Initiate and execute special drives & maintain MPM & MBQ.
  • Informed customers of promotions to increase sales productivity and volume.
  • Conducted research to analyze customers' behaviour, preferences and purchasing habits.

Sales Intern

Nakoda Fashion
Indore
01.2019 - 01.2019
  • Market development and maintain relationship with retailers.
  • Managed customer expectations and helped navigate sales processes.
  • Worked independently with minimal supervision.
  • Built relationships with customers and community to promote long term business growth.
  • Set and achieved company defined sales goals.

Education

MBA - Marketing & Finance

Prestige Institute of Management & Research (DAVV)
Indore
08.2018 - 09.2020

M.Com (Master of Commerce) - Finance & Marketing

Devi Ahilya Vishwavidyalaya (DAVV)
Indore
01.2017 - 12.2018

Bachelor of Commerce (B.Com) - Finance

Devi Ahilya Vishwavidyalaya (DAVV)
Indore
01.2014 - 03.2016

Higher Secondary School Certificate (XII) - Commerce & Maths

Sarafa Vidya Niketan (M.P. Board)
Indore
06.2012 - 05.2013

High School Certificate (X) -

Sarafa Vidya Niketan (M.P Board)
Indore
06.2010 - 05.2011

Skills

    Strong Written and Verbal Communication

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Certification

XLD Seed Note Taking Certified

Timeline

Associate Analyst

XL Dynamics India Pvt. Ltd
01.2021 - Current

Assistant Sales Manager

Kotak Mahindra Bank Ltd
02.2020 - 11.2020

Marketing & Sales Intern

Bajaj Consumer Care Ltd
08.2019 - 08.2019

Marketing & Sales Intern

Britannia Industries Ltd
06.2019 - 07.2019

Sales Intern

Nakoda Fashion
01.2019 - 01.2019

MBA - Marketing & Finance

Prestige Institute of Management & Research (DAVV)
08.2018 - 09.2020

M.Com (Master of Commerce) - Finance & Marketing

Devi Ahilya Vishwavidyalaya (DAVV)
01.2017 - 12.2018

Bachelor of Commerce (B.Com) - Finance

Devi Ahilya Vishwavidyalaya (DAVV)
01.2014 - 03.2016

Higher Secondary School Certificate (XII) - Commerce & Maths

Sarafa Vidya Niketan (M.P. Board)
06.2012 - 05.2013

High School Certificate (X) -

Sarafa Vidya Niketan (M.P Board)
06.2010 - 05.2011

XLD Seed Note Taking Certified

XLD Seed Information Security Level -1 Certified

PIMR Digital Marketing Certified

Aneesh DugarAssociate Analyst