Prachi H Joshi
Mumbai
Summary
Resourceful Operations Executive with 3.5 years of experience working in domestic and international positions. Hardworking professional leader skilled in both strategic planning and tactical execution. Experienced in financial management, operations and development. Talented at building collaborative partnerships and supporting employees in achieving professional success.
Overview
5
5
years of professional experience
Work History
Operation Executive
Validus Financial Services
04.2023 - Current
- Client Onboarding, account servicing, Managing Documents of clients
- Assisting and Coordinating with the Relationship Managers for documentation.
- Execute documents checks, implement control procedures and review regulatory reporting requirement
- Handling various internal and external stakeholders (Front office, Compliance Credit Team) to resolve queries
- (Maker) of Investment Booking for the Disbursement of Business Loan Files.
- Prepared documents for underwriting by verifying client income, credit reports, and other information
Operation Executive
HDB Financial Services
12.2020 - 03.2023
- Processing Home Loan Files for Disbursement to Hdfc Bank Ltd
- Maintaining MIS and Reports comprising for Mumbai regions of Virtual, Branch and Dsa channel like Daily/Weekly report to concerned about business volume (Logins & Disbursement)
- Verifying KYC documents of Files Requirement and resolving queries raised from Credit Team
- Coordinating with Team and Maintaining CRM of Virtual Channel and Branch for documentations.
- Applied excellent problem-solving, process development, and strategic implementation skills to lead and support all areas of operations
Operation Executive
Upwards Fintech Pvt. Ltd
02.2019 - 12.2019
- Originated, reviewed, processed, closed, and administered customer loan proposals
- Monitored performance of existing loan portfolios to identify and address any issues
- Resolve queries or disputes raised by Collection/Credit department and with appropriate solution
- Handled 30 customer queries and resolved them in given TAT time
- Adjusted end-to-end KYC process needs to align with workforce capabilities
- Recommended loan approvals and denials based on customer loan application reviews
- Strategically coordinated operations according to objectives and capabilities, effectively allocating resources to meet demands
Education
Master of Administration - Finance
NMIMS University
Mumbai2024
M.COM - Accounting And Finance
University of Mumbai
Mumbai2020
B.M.S - Accounting And Finance
K.E.S Shroff College
Mumbai2018
Skills
- Keen interest for both learning & applying new concepts quickly
- Good communication, numerical, organizational skills
- Willingness to take more responsibilities & ambition to move ahead
- Self-motivated, hardworking, creative, goal -oriented
- High Degree of Flexibility, Commitment
- Effective leadership
Technical Knowledge
Reporting Software: Crm, Citirx, Lms, Salesforce
Application Software: Microsoft Office - MS Word, MS Excel, MS - PowerPoint
Co-curricular Activities
• Actively participated for the BMS Event (BMS + 1)
• Committee member of Social Committee (Joy of Giving)
• Actively participated for various college events & fests
Timeline
Operation Executive
Validus Financial Services
04.2023 - Current
Operation Executive
HDB Financial Services
12.2020 - 03.2023
Operation Executive
Upwards Fintech Pvt. Ltd
02.2019 - 12.2019
Master of Administration - Finance
NMIMS University
M.COM - Accounting And Finance
University of Mumbai
B.M.S - Accounting And Finance
K.E.S Shroff College
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