Tripti Kavdiya
Data Executive Analyst
Mumbai
Summary
Highly adaptable and driven professional with over 9 years of experience in operational processes. Expertise in team collaboration and process optimization, consistently delivering operational excellence and driving continuous improvement. Successfully managed all RM's & BDM's across the organization. Possess advanced skills in Microsoft Excel and Business Analytics, with a specific focus on data study in Organizational MIS (Management Information System).
Overview
10
10
years of professional experience
3
3
Certifications
3
3
Languages
Work History
Support Executive-Pan India
Standard Chartered Bank
03.2021 - Current
- Manage MIS for Unsecured business loan
- Taking care of onboarding process of clients
- Performing complete end to end internal checks of loan files
- Conducting due diligence of new and existing clients on loan structure
- Taking care of compliance check, norkom check, risk coding and policy requirements
- Redux tool application for onboarding third party channels
- Prepare and maintain Weighted Internal Rate of Return
- Collation and preparation of Manager-wise performance, Rm- wise performance, Referral-wise performance
- Managing team of 7 folks across West region
- Contribution to finalize every month business MIS to ensure the MIS of previous month is cross verified and accounted properly for final scorecard purpose
- Co-ordinating with RM's and preparing MIS of Collection data circulated by Risk team
- Forecasting and providing accurate blue print for current and next month MIS
- Managed high-volume support tickets effectively, prioritizing urgent cases and delegating to team members when necessary.
- Collaborated with cross-functional teams to provide comprehensive solutions for complex problems.
- Enhanced customer satisfaction by addressing and resolving technical issues promptly.
Support Staff- PAN INDIA
Standard Chartered Bank
08.2016 - 02.2021
- Manage MIS for Unsecured business loan
- MIS of various Referral channels
- Daily coordinate with location dip-tester/TL for logins, sanctions and disbursements
- Maintain WIRR
- Collation of manager-wise performance, Rmwise performance, Referral-wise performance
- Contribution to finalize every month MIS to prepare final one for scorecard purpose
Business Development Manager
Standard Chartered Bank
02.2016 - 07.2016
- Engaged in empanelment of referral channels
- Worked in Head office at BKC for 3months on the process of referral empanelment
- In this short period of 3months of sales- closed few deals as well
- One Loan against property worth 1cr, and 4 CA- Current Account deal closed
Management Trainee- Internship
Plethico Pharmaceuticals Ltd
03.2015 - 06.2015
- Company Overview: Plethico Pharmaceuticals Ltd is into the business of distribution of Pharma products like Medicines, etc
- Conceptualized and learnt financial models under a great team
- Prepared a report on company's past two years and current year's performance
- Report included various financial analysis- Financial Statement Analysis by calculating Ratios
- Experience of learning financial planning technique, analyzing business growth and building a model for future layout
- Plethico Pharmaceuticals Ltd is into the business of distribution of Pharma products like Medicines, etc
Education
Master of Business Administration - Finance
IBS Mumbai
06.2014 - 6 2016
Bachelor of Commerce (Sr. College) - Banking & Finance
S.I.E.S college Arts, Science & Commerce
06.2011 - 5 2014
High School and Junior College - undefined
St. Mary's Multipurpose High School and Junior College
06.1999 - 3 2011
Skills
- Analytics
- Business Analytics
- MS-Excel
- MS Office Suite
- Forecasting
- Problem-solving
- Customer service
- Document management
- Sales Support
- Teamwork and collaboration & mentoring
- Leading team meetings
- Technical support
- Support services
- Work Planning and Prioritization
- Cross-functional collaboration
- CRM
Certification
EPOCH, 04/2012 - 03/2013, EPOCH event held in college (graduation) in the year 2012-2013 and actively participated in the event.
Timeline
Support Executive-Pan India
Standard Chartered Bank
03.2021 - Current
Support Staff- PAN INDIA
Standard Chartered Bank
08.2016 - 02.2021
Business Development Manager
Standard Chartered Bank
02.2016 - 07.2016
Management Trainee- Internship
Plethico Pharmaceuticals Ltd
03.2015 - 06.2015
Master of Business Administration - Finance
IBS Mumbai
06.2014 - 6 2016
Bachelor of Commerce (Sr. College) - Banking & Finance
S.I.E.S college Arts, Science & Commerce
06.2011 - 5 2014
High School and Junior College - undefined
St. Mary's Multipurpose High School and Junior College
06.1999 - 3 2011
Similar Profiles
VIJAY SAWLANIVIJAY SAWLANI
Senior Relationship Officer at Ztech Manpower Services-Standard Chartered Bank and Noor BankSenior Relationship Officer at Ztech Manpower Services-Standard Chartered Bank and Noor Bank
Samarth ShenoySamarth Shenoy
Vice President at Standard Chartered BankVice President at Standard Chartered Bank
Sophia O SwaiSophia O Swai
Branch Sales and Service Executive at Standard Chartered BankBranch Sales and Service Executive at Standard Chartered Bank