Punit Parmar
Kandivali(W)
Summary
Fresher, Collaborator, Quick Learner Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Credit Manager
Kotak Mahindra Prime Limited
Mumbai
06.2024 - Current
- Managed credit assessments for loan applications and customer accounts.
- Evaluated creditworthiness using risk analysis and financial data evaluation.
- Reviewed and approved credit limits for new and existing clients.
- Conducted regular audits of credit files for accuracy and completeness.
- Developed training materials for staff on credit management procedures.
- Collaborated cross-functionally with sales, management and other departments to maintain effective operations.
- Collaborated with sales teams to align credit policies and customer needs.
Education
PGPM -
ICFAI Business School
Mumbai01.2024
BAF -
KES Shroff College of Commerce and Arts
Kandivali(W)07.2021
HSC -
KES Shroff College of Commerce and Arts
Kandivali(W)05.2018
SSC -
Sardar Vallabhbhai Patel School
Kandivali(W)03.2016
Skills
- Excel
- PowerPoint
- Canva
- Employee training
- Sales alignment
- Team building
- Effective communication
- Problem solving
- Cross-functional collaboration
- Credit analysis
Certification
- Bloomberg Market Concepts
- MTSTS & IAO USA Certified — Advance Diploma in Financial Accounting
Activities
Head of Events & Operations Vertical, D-FUSION — Dance club of IBS Mumbai, KONFLUX, 2022, 2023
Languages
- English
- Hindi
- Gujarati
- Marathi
Internship
Aditya Birla Capital Ltd., Equity Research of IT Midcap Sector, Fundamental Analysis includes Performing and Tracking an Index created by us for our understanding on how the market works., Technical Analysis of stocks based on short-, medium- and long-term basis., Live Intraday Trading with the help of indicators and strategies.
Personal Information
Hobbies: Dancing, Cricket, Carrom, Drawing
Timeline
Credit Manager
Kotak Mahindra Prime Limited
06.2024 - Current
PGPM -
ICFAI Business School
BAF -
KES Shroff College of Commerce and Arts
HSC -
KES Shroff College of Commerce and Arts
SSC -
Sardar Vallabhbhai Patel School
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