Ravi Pandit
PUNE
Summary
To work for an organization which provides me the opportunity to improve my management & analytical skills and knowledge to grow along with the organization objective.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Relationship Manager Working Capital
HDFC BANK
Pune
07.2023 - Current
- Branch Management :- Plan the branch visits detailing the coverage every week. Ensure RM/PB activation from the activities above and review of branch performance/resource wise performance/review with CH as and when required. Check CRM daily and review the leads/update follow up leads/with dates. Document branch meeting through Cogent/mails.
- Lead generation/logins :- documents status upload and tracking and login proposal. and co-ordinate with credit team and operation team.
- Portfolio Management and Housekeeping (HK) : Reduce HK,Closure of critical and high aging items
- CAM conditions review/OBA review : Churn review for OBA once a month, Conditions review once a month,If OBA waiver required/check for justification/check for churn/put up to the authority
- Call Memos : List down the call memos due for the quarter, Review of ASR/ACR/cam conditions/deferrals for the customers, Meet the customer and understand the business/issues if any,Upload the call memos in shock and awe for endorsement/noting
Education
MBA (FINANCE) -
Indira Institute of Management, Pune
PUNE08-2023
BBA (FINANCE) -
Dr. D.Y.Patil Arts, Commerce And Science College, Pimpri, Pune
06-2019
H.S.C -
Yashwant Mahavidyalaya, Nanded
01.2014
S.S.C -
Rashtramata Highschool, Nanded
01.2012
Skills
- Proficient in MS Office (Word, PowerPoint, Excel)
- Risk Analysis
- Application Review
- Credit Evaluations
Internship
Mozohunt Pvt. Ltd., Develop financial strategies and plans and recommend specific products to clients., Supervise all finance sales processes and manage multiple responsibilities., Maintain and interpret all audit policies and ensure compliance to the same.
Certification
- Financial Analysis and Financial Modelling using MS Excel (Udemy)
- Financial Analyst Skill (Linkedin learning)
- Excel : Economic Analysis and Data Analytics (Linkedin Learning)
Strengths
- Excellent Interpersonal Skills
- Quick Learner.
- Good Analytical Skills
- Self Disciplined
- Highly Diligent and Committed
Personal Information
- Specialization: Finance
- Date of Birth: 05/05/1996
- Marital Status: Single
Languages
- English
- Hindi
- Marathi
Disclaimer
Declaration: I hereby declare that the details furnished above are true and correct to the best of my knowledge and belief and I undertake to inform you of any changes therein, immediately.
Place:
Date: Signature
Timeline
Relationship Manager Working Capital
HDFC BANK
07.2023 - Current
MBA (FINANCE) -
Indira Institute of Management, Pune
BBA (FINANCE) -
Dr. D.Y.Patil Arts, Commerce And Science College, Pimpri, Pune
H.S.C -
Yashwant Mahavidyalaya, Nanded
S.S.C -
Rashtramata Highschool, Nanded
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