Anmol Ratan
Finance Professional
Muzaffarpur
Summary
MBA (Finance) graduate with hands-on experience at Shriram Finance as a Management Trainee, working across two-wheeler loans, gold loans, and fixed deposit products. Completed the Financial Modeling & Valuation Professional (FMVP) from CFI Education, gaining strong fundamentals in financial statement analysis, financial modeling, valuation, and Excel for finance. Seeking entry-level roles in credit analysis, financial analysis, or NBFC/banking domains.
Overview
1
1
year of professional experience
2
2
Certifications
2
2
Languages
Work History
Management Trainee
Shriram Finance Ltd.
02.2025 - 11.2025
- Conducted credit analysis for Two-Wheeler Loans and Gold Loans, assessing income, repayment capacity, and risk profile
- Assisted in loan appraisal, interest calculation, and LTV assessment as per company credit policy
- Verified customer financial documents and supported underwriting decisions
- Worked on Fixed Deposit (FD) products, handling documentation and compliance checks
- Prepared MIS reports on loan disbursement and portfolio performance
- Coordinated with sales and operations teams for timely loan processing
- Gained knowledge of company policies, protocols and processes.
Education
MBA - Finance And HR
C.V Raman University
Vaishali, Bihar06.2024
B.Com - Accounts
Patliputra University
Patna, India 04.2001 -
Skills
Financial Modeling & Company Valuation
Relative & Transaction Valuation
MS Excel VLOOKUP, HLOOKUP,
Pivot tables, INDEX, Financial Function
Financial Statement Analysis
DCF Valuation
Report Writing
Ratio Analysis
Macro’s VBA
Certification
Financial Modeling & Valuation Professional (CFI Education)
Timeline
Financial Modeling & Valuation Professional (CFI Education)
12-2025
Management Trainee
Shriram Finance Ltd.
02.2025 - 11.2025
Microsoft Excel - Beginner to Advanced(Udemy)
06-2024
B.Com - Accounts
Patliputra University
04.2001 -
MBA - Finance And HR
C.V Raman University