Prateek Jain (CDCS,CAIIB)
Indore
Summary
Dedicated banking and finance professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Furthermore, I hold a CDCS (Certified Documentary Credit Specialist) certification, which further enhances my knowledge and proficiency in the field of LCs. This certification validates my expertise in the intricate details of LC operations, including the roles and responsibilities of the parties involved, risk assessment, and the correct application of the relevant rules and regulations.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Deputy Manager
HDFC Bank Ltd.
05.2021
- Managing post sanction activities for CAD operation including preparation of loan related documents such as security, facility & constitutional documents of borrower
- Analyzing & interpreting technical repots such as Tittle search report & Valuation report of proposed mortgage property
- Handling mid-office activities for wide range of products both fund based and non- fund based for SME, mid-corporate and institutional banking for granting Cash Credit/Overdraft, Term loan, Working Capital Demand Loan, FD backed facilities, Letter of Credit and other credit facilities
- Liaisening with RM, Credit and Customer to ensure timely & accurately compliance of credit policies & procedures manual (CPPM)
- Responsible for end to end mortgage creation on immovable property and charge registration on MCA and CERSAI platform to ensure Bank risk mitigation at the time of distress.
Senior Officer
IDFC First Bank Ltd.
01.2020 - 04.2021
- CASA , Cash Handing , File QDE, Managing Branch Register (Vault,Petty Cash , Receipt Book, etc) Routine Cash Transaction (Withdrawal & Deposit) Disbursement Data Entry of various loans, Cibil Generation and Other Branch Operations activities.
Junior Officer
HDB Financial Services subsidiary of HDFC Bank Ltd.
08.2017 - 12.2019
- Handled CTS clearing process, managed clearing registers/vouchers
- Data entry of loans for disbursement and other operational tasks
- Creating charge in favour of the bank on the collateral against loans
- Managed disbursement of Kisan Gold Card, TW, PL, BL, Gold loan by adhering credit guidelines & compliance
- Coordinating with sales, credit and RIC and other verticals to ensure timely disbursement of loans and granting finance to MSME/Individual/Corporate institutions and other potential clients.
Education
PGDBM in Banking & Finance - undefined
Narsee Monjee Institute of Management Studies (NMIMS– NGASCE)
B. Com - undefined
Rani Durgavati Vishwavidyalaya, Jabalpur, Madhya Pradesh
CA (CPT-IPCC) - undefined
Institute of Chartered Accountant of India
HSSC - undefined
Maharashtra High English Medium School – MP Board
SSC - undefined
Nachiketa Higher Secondary School – MP Board
Skills
- Possess excellent interpersonal & communication skills
- Adaptability to the changes
- Resourcefulness
- Quick and precise decision making
- Skilled in MS word, MS Excel, collaborating with team and ensuring efficiency & accuracy in assigned task
Languages
- Hindi
- English
Hobbies And Interests
- Socializing and Blogging
- Binge watching
Personal Information
- Date of Birth: 24/Feb/1995
- Gender: Male
Certification
- Certificate in Documentary Credit Specialist (CDCS) by LIBF
- Certified Associate of Indian Institute of Bankers (CAIIB)
- Certificate in Commercial Credit (CICC) by Moody's Analytics
- Certificate Course in Foreign Exchange (Cert in Forex-IIBF)
- Certified Credit Professional (CCP-IIBF)
- Junior associate of Indian Institute of Banker (JAIIB-IIBF)
- NISM Module VI- Depository operations
Timeline
Deputy Manager
HDFC Bank Ltd.
05.2021
Senior Officer
IDFC First Bank Ltd.
01.2020 - 04.2021
Junior Officer
HDB Financial Services subsidiary of HDFC Bank Ltd.
08.2017 - 12.2019
PGDBM in Banking & Finance - undefined
Narsee Monjee Institute of Management Studies (NMIMS– NGASCE)
B. Com - undefined
Rani Durgavati Vishwavidyalaya, Jabalpur, Madhya Pradesh
CA (CPT-IPCC) - undefined
Institute of Chartered Accountant of India
HSSC - undefined
Maharashtra High English Medium School – MP Board
SSC - undefined
Nachiketa Higher Secondary School – MP Board
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