Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

SIMRAN DHARNA

Financial Analyst
New Delhi

Summary

Experienced Financial banker with a demonstrated history of working in the banking/financial industry. Skilled in sales, Financial statements, portfolio management and financial analysis. Strong financial professional with a Masters degree in Economics and market developmental prospective.

Overview

4
4
years of professional experience
7
7
years of post-secondary education
2
2
Certifications

Work History

Analyst

Better.com
Gurgaon
01.2021 - Current
  • Handling the financial documents of residential mortgagee property and assuring it to be free from various liens in the United States
  • Verifying and analyzing all necessary documents of a borrower to assure the transfer of property to the appropriate borrower
  • Handling the applications from Ally bank and Bank of America, as a third party agent and making sure the loan is disbursed to these clients with proper checks on the mortgage property
  • Handling the BSS and BMC pilot project of Virginia and Indiana, wherein the application is reviewed from the time of arrival into the company until the disbursement of loan to the borrower
  • Assuring the correct calculation of taxes so that the outstanding amount against an applicant can be precise and accurate
  • Coordinating between the borrower and multiple Title agencies across the country to make sure the disbursement can be done within the minimum time frame
  • Looping in the multifarious approvals necessary for an application from the managerial heads so that best services can be delivered to the borrower.

Personal Banker

Yes Bank
05.2019 - 01.2021
  • Proficiently managed various Borrowing and Non-Borrowing corporates of Pitampura SME branch
  • Monitoring financial transactions and maintaining necessary documentation as per banking protocols
  • Handling customers queries and providing the relevant borrowing products as per their needs
  • Instrumental in doing cross-selling to SME customers on wealth products and book floats
  • Managing KYC documents related queries for SME customers
  • Handling branch sales and meeting targets quarterly
  • Handling the Investment portfolio of HNI clients of the customers in respect to wealth products.

Senior Associate

HDFC life, Rohini, Commerce
, India
12.2017 - 05.2019
  • Handling customer grievances and helping them with multiple policy related issues
  • Handling the branch including the branch health reports, administration, branch health meetings
  • Achieved monthly targets in Rohini branch (March’18 –September’18)
  • Achieved quarterly targets in Paschim Vihar branch (October’18-March’19)
  • Handling grievance redressal of the respective branch of organization
  • Focusing on the basic KRA'S including customer retention, CSAT, New business & FTR (first time right)
  • Also promoted as Probationer service officer of the branch (PSO)
  • Qualifications
  • Qualification University Marks Obtained
  • Graduation - Sri Guru Gobind SIngh College of

Education

BACHELORS oF COMMERCE - COMMERCE

SRI GURU GOBIND SINGH COLLEGE oF COMMERCE
PITAM PURA NEW DELHI
06.2013 - 06.2016

Master of Arts - ECONOMICS

IGNOU
MA ECONOMICS
06.2017 - 05.2020

High School Diploma -

SS MOTA SINGH PUBLIC SCHOOL
PASCHIM VIHAR NEW DELHI
04.2012 - 03.2013

Skills

MS Office, including Excel, Word & PowerPointundefined

Accomplishments

    Handled the Sales Conversion of all the payouts of HDFC Life worth INR 20,00,000 in quarter 4 of financial year 2019. Handled the sales revenue for Yes Bank LTD of INR 2,00,00,000 and INR 5,40,00,000 in quarters 2 and 3 of financial year 2020 respectively.

Certification

Microsoft excel

Timeline

Microsoft excel

02-2022

Risk Management and Control Unit

10-2021

Analyst

Better.com
01.2021 - Current

Personal Banker

Yes Bank
05.2019 - 01.2021

Senior Associate

HDFC life, Rohini, Commerce
12.2017 - 05.2019

Master of Arts - ECONOMICS

IGNOU
06.2017 - 05.2020

BACHELORS oF COMMERCE - COMMERCE

SRI GURU GOBIND SINGH COLLEGE oF COMMERCE
06.2013 - 06.2016

High School Diploma -

SS MOTA SINGH PUBLIC SCHOOL
04.2012 - 03.2013

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SIMRAN DHARNAFinancial Analyst