ANUJ VERMA

• Our traditional business model is based on the fulfillment of all types of financial needs of customer ranging from Secured mortgage loan – LAP, Home Loan, Business loan, Working Capital- SME loans. Promoted business to increase customer base and grow revenue.
• Consulted with clients to assess and meet short- and long-term financial goals.
• Interviewed clients to identify income, expenses and financial objectives, developing customized financial plans suitable for needs.
• Oversaw and preserved records of financial transactions to optimize workflow and maintain consistent documentation.
• Addressed queries and provided advice regarding financial plans and strategies to educate and benefit customer needs.
• Regularly reviewed accounts to verify economic changes, situational concerns and financial performance, modifying plans to meet expectations of clients.
• Examined tax status and risk tolerance to maximizer income and save money.
• Performed daily maintenance of loan applicant database.
• Educated customers about conditions of credit and loans, repayment requirements and loan periods.

Project Name - DEBTOR'S ANALYSIS

Project Category : Power BI Developer
Data Visualization Tool : Power BI
Data Source : Excel
Role : BI Developer

Project Summary

The Credit and collections management Power BI content was created for credit and collections managers, and collections clerks. It provides key credit and collections metrics, such as days sales outstanding, balance overdue, credit exposure, and customers that are over their credit limit. It uses transactional data, and provides aggregate views of credit and collections.

Roles & Responsibilities:

• Extract and Load data from multiple data sources.
• Creating the data modelling in Power BI desktop.
• Flexible in working with filters/calculated columns/measures/relationships and transformations of edit Query section.
• Developing User Interactive reports using various visualization Objects..
• Developing Customized Bar Charts for better understanding to the user. Working on the Power Bi reports and dashboards with SQL Server.
• Using table/matrix/bar/card/gauge/slicers and custom visualizations.
• Created Columns and written measures by Using DAX.
• Involved in creating the reports using the visualizations like line chart, Pie chart, Cards etc.

Client- Amrita.

Project : Amrita Hospital Faridabad.

• The Drawing, Study of Drawing ,Allocation of fabrication of various involved in the project according to the drawing.
• Developed critical skills in drawing up and analyzing blueprints, maps and building plans.
• Performed ad hoc responsibilities as delegated by supervisors to develop essential skills.
• Championed building safety by teaming up with contractors and site workers to analyze structures for flaws and conceptualize the most appropriate and cost-effective solutions.
• Assisted superiors in monitoring work processes to ensure compliance with established policies and standards.
• Participated in meetings with clients to discuss their goals, and interpret their vision and requirements into executable project plans.
• Strictly follow and implement the safety norms to maintain the safety.

Client- RICOH.

Project: Computer Lab Setup.(Govt School)

• Full vertical integration of site work was done under my supervision.
• Effectively and efficiently solved problems as they occurred.
• Site preparation –(flooring, electrification, painting)Furniture(chair and Table)
• Visiting Site time to time and collecting all reports for review.
• Prepare Daily Progress Report, Weekly Progress Report, and Monthly
  Progress Reports.
• Managed deadlines and progress across team to facilities project delivery within stipulated timelines.
• Provided for smooth day-to-day flow of communications to build trust within unit.
• Delegated tasks to teams based on individual skill sets, priorities and deadline-dependent situations.
• Developed open and professional relationships with team members to facilitate effective issue resolution.