Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Personal Information
Accomplishments
Timeline
Generic
Shatrughan Patel

Shatrughan Patel

New Delhi

Summary

Pursuing opportunities in Credit Risk Management and Financial Analysis within the Banking and Finance sector, focusing on IT Process Optimization and Business Banking. Targeting for roles in Delhi NCR, with a strong enthusiasm for implementing IT solutions in the Finance industry.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Assistant Manager - Credit Analyst

Unity Small Finance Bank
05.2023 - Current
  • Leading the optimization of systems and proposing modifications to the IT team for policy implementation
  • Producing daily, monthly, and quarterly MIS reports for senior management, offering valuable insights to support strategic decision-making
  • Managing digital loan approval processes with partners such as LendingKart and OKCredit, ensuring smooth integration and operational efficiency
  • Supervising credit and compliance issues, emphasizing minimal Turnaround Time (TAT) and ensuring regulatory compliance and operational excellence
  • Delivering thorough training and support to new hires, highlighting the importance of efficient technology utilization
  • Controlling KYC, credit, and disbursement in line with dynamic business workload demands, ensuring operational efficiency and customer satisfaction.

Financial Analyst Intern

Valutinum Advisory
05.2022 - 07.2022
  • Executed stock valuation, employing a variety of methodologies to determine market value and compute market capitalization for diverse companies
  • Conducted in-depth equity research, analyzing financial statements, market trends, and industry dynamics to provide actionable insights for investors
  • Developed financial models to forecast company performance, incorporating historical data and industry benchmarks for accurate projections
  • Applied fundamental analysis and trend analysis techniques to assess company health, management quality, and growth prospects
  • Collaborated as a key member of multiple project teams, contributing financial expertise to achieve project objectives.

Intern

Suman Khaitan and company
05.2022 - 07.2022
  • Managed research on GST taxation laws in India, staying updated on regulatory changes and providing valuable insights to aid compliance and strategic decision-making
  • Managed the coordination of merger and demerger processes with the legal department, ensuring adherence to legal and financial requirements
  • Developed investment plans under the FEMA Act for international clients, optimizing financial structures for cross-border transactions
  • Partnered with cross-functional teams to offer legal and financial expertise for intricate transactions and regulatory matters.

Senior Quality Auditor

Ziqitza HealthCare Ltd.
08.2019 - 06.2021
  • Enforced and executed comprehensive audit plans, leading to a 15% rise in compliance levels
  • Executed risk assessments, resulting in a 20% reduction in identified risks
  • Generated comprehensive reports for senior management, resulting in a 10% enhancement in strategic actions implementation
  • Conducted thorough data analysis, identifying trends and patterns, leading to a 25% improvement in data-driven decision-making efficiency
  • Partnered cross-functionally to implement process enhancements, resulting in a 15% improvement in overall quality optimization.

Education

MBA in Finance & Business analyst -

New Delhi Institute Of Management
01.2023

Financial Analyst Certificate -

Corporate Finance Institute
01.2022

B.Tech. in Electronics and Communication -

Noida International University
01.2021

Skills

  • Business Banking
  • Equity Analysis
  • Credit Risk Management
  • Financial Modeling
  • Market Trends Analysis
  • Compliance Regulations
  • Financial Statement Analysis
  • Investment Planning
  • Policy Implementation
  • Portfolio Management
  • Python Libraries (pyChat, matplotlib, NumPy, pandas)
  • AI/Machine Learning
  • UiPath
  • Knime
  • R-Data Analytics
  • EViews
  • Montecarlo Risk Analysis
  • Power Query
  • Dax Time Intelligence
  • Microsoft Office (Excel, PowerPoint, Power BI)
  • Azure
  • Vision
  • Cam & Database
  • Capital IQ S&P
  • Quality Assurance
  • Self-Directed
  • Microsoft Word
  • Team Building
  • Problem-Solving
  • Relationship Building
  • MS Office
  • Verbal Communication
  • Analytical Thinking
  • Organizational Skills
  • Teamwork and Collaboration
  • Analytical and Critical Thinking
  • Written Communication
  • Data Entry
  • Type Software Proficiency
  • Customer Service
  • Public Speaking
  • Due Diligence
  • Budget Support
  • Auditing
  • Project Management
  • Comparative Analysis
  • Bookkeeping
  • Business Development
  • Variance Analysis
  • Investment Analysis
  • Accounting Assistance
  • GAAP and Statutory Reporting
  • Finance
  • Account Reconciliation
  • Strategic Planning
  • Data Trending
  • Analytical Research
  • Data Collection & Research
  • Report Generation
  • SPSS/STATA/SAS Software
  • Advanced Financial Analysis
  • MS Office Suite
  • Adobe Software
  • Linear/Quadratic Programming
  • Research and Data Analysis
  • Financial Statements Expertise
  • Budgetary Planning
  • Financial Management
  • Strategic Financial Planning
  • Preparing Budgets
  • Research Abilities
  • General Ledger Accounting
  • Knowledge of ERP (Enterprise Resource Planning) Software
  • Flexible Team Player
  • Analyzing Performance
  • Financial and Operational Reporting
  • Report Creation
  • Administrative Support
  • Customer Relationship Management
  • Excellent Attention to Detail
  • Forecasting Trends
  • Budget Compliance
  • Data Warehousing
  • Technical Analysis
  • Business Needs Analysis
  • Report Writing
  • Data Modeling
  • Machine Learning
  • Data Science Research Methods
  • Amazon Redshift
  • Large Dataset Management
  • Tableau
  • Statistical Analysis
  • Data Mining

Websites

Certification

  • Repo (Repurchase Agreements), Corporate Finance Institute (CFI)
  • Power Pivot Fundamentals, Corporate Finance Institute (CFI)
  • SQL Fundamentals, Corporate Finance Institute (CFI)
  • Power BI Fundamentals, Corporate Finance Institute (CFI)
  • Tableau Fundamentals, Corporate Finance Institute (CFI)
  • Origination Fundamentals - Debt Capital Markets Perspective, Corporate Finance Institute (CFI)
  • Commodities Fundamentals, Corporate Finance Institute (CFI)
  • Power Query Fundamentals, Corporate Finance Institute (CFI)
  • Hedge Fund Fundamentals, Corporate Finance Institute (CFI)
  • Fixed Income Fundamentals, Corporate Finance Institute (CFI)
  • Credit Fixed Income, Corporate Finance Institute (CFI)
  • Equity, FX, and Rate Futures, Corporate Finance Institute (CFI)
  • Equity Markets Fundamentals, Corporate Finance Institute (CFI)
  • Convertible Bonds, Corporate Finance Institute (CFI)
  • Portfolio Management Fundamentals, Corporate Finance Institute (CFI)
  • Derivatives Fundamentals, Corporate Finance Institute (CFI)

Languages

English
Hindi

Personal Information

Date of Birth: 01/01/98

Accomplishments

  • Documented and resolved Issue which led to Results.

Timeline

Assistant Manager - Credit Analyst

Unity Small Finance Bank
05.2023 - Current

Financial Analyst Intern

Valutinum Advisory
05.2022 - 07.2022

Intern

Suman Khaitan and company
05.2022 - 07.2022

Senior Quality Auditor

Ziqitza HealthCare Ltd.
08.2019 - 06.2021

MBA in Finance & Business analyst -

New Delhi Institute Of Management

Financial Analyst Certificate -

Corporate Finance Institute

B.Tech. in Electronics and Communication -

Noida International University

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