Shubham Patil

As an intern at LIC Housing Finance, I gained hands-on experience in loan processing, credit analysis, and financial documentation. My primary responsibilities included:
Verify loan sanction files for completeness and compliance.

• Assessing CIBIL reports and calculating applicants' income.
• Process loan applications using the PLF software.
• Review SOPs to understand loan products and eligibility.
• Ensure accurate financial calculations and documentation.

Key Achievements:

• Helped reduce processing errors through thorough document checks.
• Streamlined data entry for faster loan processing.
• I gained hands-on experience in credit evaluation and housing finance.

• Managed client portfolios under the guidance of my team leader.
• Specialized in equity investments and mutual fund advisory.
• Analyzed market trends to optimize investment strategies.
• Assisted clients in asset allocation and risk management.
• Provided insights on financial products to align with client goals.

Key Achievements:

• Helped clients achieve financial growth through tailored investment strategies.
• Developed expertise in equity markets and mutual fund selection.
• Strengthened client relationships through effective portfolio management.

• Portfolio performance & evaluation
• Fundamental & Technical analysis of companies
• Process of Dematerialisation of Physical Shares