SAMYAK KOTHARI
Mumbai
Summary
Highly motivated Chartered Accountant, securing first attempt success in all CA examinations, Eager to leverage extensive knowledge and analytical skills in dynamic professional environment.
Overview
3
3
years of professional experience
Work History
Credit Manager |
SMFG India Credit
Mumbai
02.2024 - Current
- Credit underwriting of secured loans with a limit up to INR 300 lacs.
- Managed end-to-end credit operations, including the sanctioning of loans, subsequent follow-up and continuous oversight of the existing portfolio.
- Assessed customer financial health by analyzing tax returns, bank statements, and additional financial documentation.
- Performed on-site visits to clients and merchants for comprehensive personal discussion and verification purposes.
- Coordinated with the onboarding team to validate and confirm the accuracy of loan applications.
Articled Assistant |
Piyush C. Bolia & Co
Mumbai
01.2022 - 02.2024
- Assisted in end-to-end conducting of statutory audits and internal audits of a medium-sized private company.
- Performed analysis of financial investment for medium-sized company and high net worth individuals.
Articled Assistant |
Borkar & Muzumdar
Mumbai
03.2021 - 12.2021
- Assisted on tax filing for private companies
- Independently handled audits and tax filing of individuals
- Hands-on experience on drafting replies of tax notice to private companies and individuals.
Education
CA Final -
Institute of Chartered Accountants of India
02.2024
CFA L1 -
CFA Institite, USA
02-2022
CA Intermediate -
Institute of Chartered Accountants of India
CA Foundation -
Institute of Chartered Accountants of India
Skills
- Management Skills
- Underwriting tools such as Perfios, Novel Pattern, Finfort, Crime Check, CRM and TransUnion CIBIL
- Team Collaboration
- Adaptability
- Client Interaction
Timeline
Credit Manager |
SMFG India Credit
02.2024 - Current
Articled Assistant |
Piyush C. Bolia & Co
01.2022 - 02.2024
Articled Assistant |
Borkar & Muzumdar
03.2021 - 12.2021
CA Final -
Institute of Chartered Accountants of India
CFA L1 -
CFA Institite, USA
CA Intermediate -
Institute of Chartered Accountants of India
CA Foundation -
Institute of Chartered Accountants of India
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