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
Information gathering
Data analysis
Search Engine Optimization
Business Development
Positive communication skills
Microsoft Outlook, Word and Excel
Jumbo and Super Jumbo Loans
Loan to Value Ratio Calculations
Application Analysis
FNMA Guidelines
Practiced at FHA loan process
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