UJJVAL GUPTA
AGRA
Summary
Experienced senior manager proficient in managing reporting, budgeting and compliance areas. Adept at updating and working with executive leadership. Bringing superior skills in planning, negotiation and complex problem-solving gained several years experience.
Overview
5
5
years of professional experience
Work History
Senior Manager
KOTAK MAHINDRA BANK
DEHRADUN
01.2023 - Current
- Evaluating Credit Proposal and Analysis risk related to NTB and ETB customer of working capital , business loans as per policies and TAT of the bank.
- Evaluating Portfolio of the bank and provides suggestion regarding improvement of portfolio under guidelines of bank.
- Established effective communication channels between different departments within the organization.
- Recruited and trained new employees to meet job requirements.
Deputy Manager
IDFC FIRST BANK LIMITED
AGRA
09.2022 - 12.2022
- Evaluating Credit Proposal of LAP Exposure of Agra and Delhi within Guidelines by Banks
- Co-ordination with business team regarding fast processing of files.
Deputy Manager
AXIS BANK
DEHRADUN
09.2021 - 08.2022
- Evaluating Credit Proposal of Working capital of NTB and ETB customer of Banks and analysis Risk associates with the clients and process the files within TAT and as per guidelines set by Bank.
- Coordinated with other departments (Legal , Technical and business team )to ensure smooth functioning of activities.
- Provided guidance and support to team members to help them achieve goals.
- Monitored daily operations and ensured compliance with company policies and regulations.
- Delegated work to staff, setting priorities and goals.
Manager
HDFC SALES PRIVATE LIMITED
DEHRADUN
11.2019 - 08.2021
- Evaluating Credit Proposal of HL, LAP of SENP and NRI clients of banks
- Coached, mentored and trained team members in order to improve their job performance.
- Maintained up-to-date records of employee attendance, payroll information, vacation requests.
- Created monthly reports for senior management summarizing operational performance metrics.
- Assessed team member's skillsets and assigned tasks accordingly for optimal efficiency.
Education
CHARTERED ACCOUNTANT - Accounting And Business Management
INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA
AGRA08-2019
Bachelor of Commerce - Accounting
AGRA UNIVERSITY
AGRA06-2016
Skills
- Resource Allocation
- Data Analytics
- Self Motivation
- Staff Training
- Analytical Skills
- Computer Skills
- Documentation And Reporting
- Operations Planning
- Data-driven decision-making
- Market Analysis
Accomplishments
- Awarded President's club for achieving target within given time by Kotak mahindra bank
- Awarded Top performer by axis bank
- Letter of appreciation from ICAI
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Senior Manager
KOTAK MAHINDRA BANK
01.2023 - Current
Deputy Manager
IDFC FIRST BANK LIMITED
09.2022 - 12.2022
Deputy Manager
AXIS BANK
09.2021 - 08.2022
Manager
HDFC SALES PRIVATE LIMITED
11.2019 - 08.2021
CHARTERED ACCOUNTANT - Accounting And Business Management
INSTITUTE OF CHARTERED ACCOUNTANTS OF INDIA
Bachelor of Commerce - Accounting
AGRA UNIVERSITY
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