Shilpi Kumari
Pune
Summary
Finance professional with 4 months professional experience in 360Realtors and 3 months internship at Cosmos Bank.
Overview
1
1
Certification
Work History
Banker
360 Realtors
Pune
03.2024 - Current
- Dedicated and results-driven banker with 3 months of experience at 360 Realtors, specializing in assessing clients' eligibility for home loans and facilitating the documentation process
- Adept at identifying clients' needs and presenting tailored banking solutions
- Conduct comprehensive evaluations to determine clients' eligibility for home loans, taking into account their financial situation and needs.
- Provide personalized recommendations to clients regarding suitable banking options based on eligibility and needs
- Guide clients through the documentation process, ensuring compliance with banking regulations and company policies
- Collaborate with internal teams to streamline the home loan application process and enhance customer satisfaction
- Utilized strong client management skills to surpass 40% of the target by completing 5 logins and disbursement processes.
Intern
Cosmos Cooperative Bank
Deccan
- Motivated and results-driven banking professional with a recent 3-month internship at Cosmos Bank, specializing in cheque clearing, account management, electronic fund transfers, and loan documentation
- Proficient in assessing clients' needs and recommending suitable banking solutions while ensuring compliance with regulatory standards
- Seeking to leverage my practical banking experience and strong analytical skills in a dynamic and growth-oriented financial institution
- Cheque Processing: Facilitated the clearing of cheques, gaining hands-on experience in the processing and verification procedures to ensure accuracy and prevent fraud
- Locker Agreements: Assisted in facilitating locker agreements, providing secure storage solutions for customers and ensuring the safe management of valuable assets
- Documentation and Compliance: Contributed to the loan documentation process, including gathering and verifying applicant information, and ensuring the completeness and accuracy of all documentation.
Education
MBA - Finance
Ramachandran Indian Institute of Management
Pune, Maharashtra03-2024
B.COM -
Jamshedpur Women's College
Jamshedpur, Jharkhand06.2022
Intermediate - Commerce with IT
Vivek Vidyalaya
Jamshedpur, Jharkhand05.2019
Highschool -
Vivek Vidyalaya
Jamshedpur, Jharkhand05.2017
Skills
- Accounting
- Excel Skills
- Client Eligibility Assessment
- Cheque Processing
- Account Management
- Electronic Funds Transfer
- Documentation and Compliance
- Locker Agreements
- Customer Service
- Team Collaboration
- Analytical Skills
- Banking Products Knowledge
- Communication
- Financial Modeling
- Business Analytics
- Mutual Fund
Accomplishments
- Financial modeling certification by UDEMY.
- NISM Certification MUTUAL FUND DISTRIBUTORS.
- Certificate Course of Business Analytics (7 Days)
Languages
Hindi
First Language
English
Proficient (C2)
C2
Certification
- Financial modeling certification by UDEMY
- NISM Certification MUTUAL FUND DISTRIBUTORS.
- Certificate Course of Business Analytics (7 Days
Timeline
Banker
360 Realtors
03.2024 - Current
Intern
Cosmos Cooperative Bank
MBA - Finance
Ramachandran Indian Institute of Management
B.COM -
Jamshedpur Women's College
Intermediate - Commerce with IT
Vivek Vidyalaya
Highschool -
Vivek Vidyalaya
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