Summary
Overview
Work History
Education
Skills
Extracurricular Activities
Timeline
Generic
Ankita Borse

Ankita Borse

Mumbai

Summary

Dynamic Assistant Manager with a proven track record at HDFC BANK, specializing in streamlining loan processes and enhancing customer satisfaction. Expert in risk assessment and compliance, with strong communication and Microsoft Office skills. Successfully led teams to improve operational efficiency, demonstrating a commitment to excellence and teamwork.

Overview

3
3
years of professional experience

Work History

Assistant Manager

HDFC BANK
Vashi
04.2024 - Current

Manage the full home loan process from application to disbursement. Ensure timely loan approvals, compliance, risk assessment, and customer satisfaction.

  • Loan Processing: Oversee the end-to-end loan process, verify documents, and coordinate with internal and external teams.
  • Risk & Credit Evaluation: Assess creditworthiness, analyze financials, and recommend loan approvals or rejections.
  • Customer Management: Build strong customer relationships, resolve issues, and provide guidance through the loan process.
  • Compliance & Reporting: Ensure regulatory compliance (RBI, NHB), maintain loan records, and prepare performance reports.
  • Team Leadership: Lead, train, and motivate the loan processing team to achieve targets, and improve efficiency.

Investment Advisor Intern

ALPHA FINANCIAL SERVICES NASHIK
Nashik
11.2021 - 01.2022
  • Manage clients' financial portfolios, optimize asset allocation, and provide personalized investment advice to ensure short term and long-term wealth growth.
  • Develop and manage customized financial plans and portfolios.
  • Analyze market data to identify investment opportunities.
  • Monitor portfolio performance and adjust strategies.
  • Advise clients on investments, insurance, and savings.
  • Ensure compliance with regulatory standards.

Education

MBA - Finance

Savitribai Phule Pune University
Nashik
09.2022

BE - COMPUTER

SAVITRIBAI PHULE PUNE UNIVERSITY
Nashik
05.2018

Skills

  • Financial experties- Understanding of financial instrument and diversification techniques
  • Analytical and Research Skills - Analysis of financial statements and market trends
  • Risk Management
  • Communication and interpersonal Skill
  • Mortgage and lending knowledge
  • Regulatory Compliance
  • Attention to details
  • Communication Skills

Extracurricular Activities

Accounts Manager, NGO - I Make a Difference, 10/01/19, 05/01/20

NGO - I MAKE A DIFERENCE is dedicated to empowering students who face challenges in accessing quality education or developing interpersonal and technological skills due to financial constraints. My experience with IMAD NGO was a significant milestone in my journey of skill development. I was entrusted with the responsibility of managing all financial activities at one of the organization’s centers. This center supported approximately 150 students and was operated by a team of 10 dedicated volunteers In this role, I gained hands-on experience in financial management, resource allocation, and reporting while ensuring that the center operated smoothly and efficiently. Additionally, I had the opportunity to contribute to creating a positive impact on the lives of underprivileged students by supporting their educational journey and helping the team achieve its goals.

Timeline

Assistant Manager

HDFC BANK
04.2024 - Current

Investment Advisor Intern

ALPHA FINANCIAL SERVICES NASHIK
11.2021 - 01.2022

MBA - Finance

Savitribai Phule Pune University

BE - COMPUTER

SAVITRIBAI PHULE PUNE UNIVERSITY
Ankita Borse