Hi, I’m
Naman Kapoor
Gurgaon
Summary
Analytical and growth-focused finance professional with hands-on experience in credit assessment, investment analysis, and financial operations. Skilled in leveraging data-driven insights to enhance credit performance, streamline processes, and support business growth. Seeking to contribute to CirclePe’s mission of transforming the rental and housing finance ecosystem through innovative fintech solutions.
Overview
3
years of professional experience
3
Certifications
3
Languages
Work History
CirclePe
Growth and Credit Associate
07.2025 - Current
Job overview
- Drove user acquisition and credit disbursement strategies for rental finance operations.
- Conducted tenant and property-owner credit assessments using fintech credit models and risk matrices.
- Partnered with NBFCs and lenders to optimize underwriting and disbursement processes.
- Developed dashboards to track credit portfolio performance and reduce delinquency risk.
- Collaborated with marketing and growth teams to enhance conversion rates by 25%.
Mohit s Gupta
Accounting & Audit Intern
06.2024 - 06.2024
Job overview
- Assisted in statutory audits and financial statement reviews for SME clients.
- Ensured compliance with accounting standards and regulatory frameworks.
- Prepared reconciliation statements, tax computations, and working papers.
Keiretsu Forums
Investment Banking Intern
05.2023 - 08.2023
Job overview
- Assisted in preparing financial models, pitch decks, and valuation reports for client deals.
- Conducted DCF, comparable company, and precedent transaction analyses for M&A projects.
- Supported due diligence and sectoral research for mid-market investment opportunities.
A2z Trading academy
Forex Market Intern
07.2024 - 09.2022
Job overview
- Analyzed currency trends, volatility patterns, and global economic indicators.
- Supported traders in executing hedging strategies and risk management reports.
- Contributed to preparing market outlook presentations for client briefings.
Education
NMIMS UNIVERSITY
Bachelor of Science from Finance & Accounting
08.2025
University Overview
- Awarded - Dean’s List(Top 10% of whole batch)
- Elected to Class Representative for Our Batch
Skills
Financial Modelling & Valuation
Credit Risk Assessment & Underwriting
Excel (Advanced), Power BI, Google Sheets
CRM Tools (HubSpot, Zoho)
SQL (Basic), Python for Finance
Credit Risk Analysis & Loan Portfolio Monitoring
Growth Strategy & Market Research
Financial Due Diligence
Business Development & Partnerships
Data-Driven Decision Making
Certification
Bloomberg Market Concepts (BMC)
Accomplishments
- Reduced loan approval turnaround time by 15% through process optimization.
- Onboarded 50+ property partners and enhanced tenant conversion rate by 25%.
- Recognized for delivering high-quality credit analysis and portfolio insights.
Research & Publications
“Ethics and Change in Cryptocurrencies” – Published in [IJAMSR].
Timeline
Growth and Credit Associate
CirclePe
07.2025 - Current
Forex Market Intern
A2z Trading academy
07.2024 - 09.2022
Accounting & Audit Intern
Mohit s Gupta
06.2024 - 06.2024
Investment Banking Intern
Keiretsu Forums
05.2023 - 08.2023
NMIMS UNIVERSITY
Bachelor of Science from Finance & Accounting