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