Survi Gupta
Senior Analyst
Gurugram
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet organizational goals.
Overview
3
3
years of professional experience
6
6
years of post-secondary education
3
3
Certificates
Work History
Senior Analyst
BMTG Advisors India Pvt Ltd
Gurugram
09.2020 - Current
- Determined credit risks by reviewing files in advance and comparing data against internal checklists and guidelines under collateral.
- While working under the valuation team, applied grades to each loan application based on established criteria to keep institutional risk low.
- Worked with processing team members to communicate errors and obtain missing information for current applications.
- Reviewed valuation team decisions to identify incorrect actions and reverse previous decisions when merited.
- Maintained mortgage program compliance with federal agencies such as VA, HUD and FNMA.
- Daily monitoring of client portfolios, issuing & receiving collateral calls to ensure the extensive interaction with Clients
- New client on - boarding and providing resolution. Handling escalation of all client queries & regulatory queries on JIRA.
Deputy Manager
ICICI Bank
Lucknow
05.2019 - 08.2020
- Recommended investment strategies to meet client financial objectives.
- Facilitated portfolio performance review and implemented new strategies.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Managed portfolio of 300 high net worth (HNW) clients with 43 CR of assets book.
- Created reports and analyzed and interpreted data.
Intern
Media Conversion
Gurugram
05.2018 - 07.2018
- Collected and analyzed Web metrics such as visits, time on site and page views per visit.
- Performed ongoing keyword discovery, expansion and optimization to increase organic search footprint and drive relevant site traffic.
- Tracked, reported and analyzed website analytics to drive strategy and improve user experience.
- Evaluated monthly performance statistics and used data to inform future strategies.
Education
Master of Business Administration - Marketing
Faculty of Management Studies, BHU
Varanasi 05.2017 - 04.2019
Bachelor of Technology - Electrical Engineering
Institute of Engineering And Rural Technology,AKTU
Prayagraj 05.2013 - 05.2017
Skills
Operations analysis
Certification
Six Sigma Green Belt Executive
Accomplishments
- Promoted to Senior Analyst Position. (09/2020 - 09/2021)
- Felicitated for an exemplary performance in 'Wealth Management Channel'. (04/2019)
- Winner of 'National Social business Plan Competition', Utthan, FMS BHU
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The best and safest thing is to keep a balance in your life, acknowledge the great powers around us and in us. If you can do that, and live that way, you are really a wise man.
Euripides
Timeline
Senior Analyst
BMTG Advisors India Pvt Ltd
09.2020 - Current
Deputy Manager
ICICI Bank
05.2019 - 08.2020
Intern
Media Conversion
05.2018 - 07.2018
Master of Business Administration - Marketing
Faculty of Management Studies, BHU
05.2017 - 04.2019
Bachelor of Technology - Electrical Engineering
Institute of Engineering And Rural Technology,AKTU
05.2013 - 05.2017
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