Summary
Overview
Work History
Education
Skills
Personal Information
Certification
Timeline
Hi, I’m

Vishad Dave

Area Manager
Udaipur
Vishad Dave

Summary

Experienced in leadership, eager to learn and thrive in dynamic environments. Quickly grasp new concepts to implement effective strategies for team management and ensure customer satisfaction. Utilize and enhance problem-solving and communication skills to contribute to the success of the organization. Motivated by sales and business development, dedicated to driving business growth while pursuing personal growth.

Overview

3
years of professional experience
2023
years of post-secondary education
2
Certifications
2
Languages

Work History

Bandhan Bank

Area Manager - Micro Loans
07.2023 - Current

Job overview

  • Responsible for Rajsamand Area (4 Branches) under Udaipur Division.
  • Transferred and promoted from the position of Management Trainee in Bhilwara (6 branches) in November 2023
  • Setting sales targets for relationship officers across business units
  • Evaluating credit risk for customers
  • Conducting customer visits to assess loan repayment capacity
  • Monitoring overdraft (OD) customers and facilitating non-performing asset (NPA) recovery
  • Managing and fostering teamwork within the team
  • Organizing promotional activities for staff
  • Recruiting new staff for Relationship Officer (RO) positions

Fundsroom

Intern
07.2022 - 09.2022

Job overview

  • Engaged in a dynamic Finance Internship role at Fundsroom, where I gained invaluable insights and hands-on experience in various aspects of financial management
  • Acquired knowledge in portfolio management, with a focus on the principles of investment diversification
  • This involved understanding the importance of spreading investments across different asset classes and industries to minimize risk and optimize returns
  • Participated in team meetings and discussions, actively engaging in brainstorming sessions and offering innovative ideas to enhance portfolio performance and optimize fund allocation strategies

Education

Doon Business School

Masters of Business Administration from Finance

University Overview

GPA: 75%

Mohanlal Sukhadia University

Bachelor of Commerce

University Overview

GPA: 59%

Alok Senior Secondary School

Higher Secondary School

University Overview

GPA: 72%

Alok Senior Secondary School

Secondary School

University Overview

GPA: CGPA: 7.4

Skills

Relationship building and management

Personal Information

Date of Birth: 04/02/98

Domicile place: Udaipur, Rajasthan


Certification

NISM-Series-V-A: Mutual Fund Distributors Certification Examination

Timeline

Area Manager - Micro Loans

Bandhan Bank
07.2023 - Current

NISM-Series-VIII: Equity Derivatives Certification Examination

04-2023

Intern

Fundsroom
07.2022 - 09.2022

NISM-Series-V-A: Mutual Fund Distributors Certification Examination

06-2022

Mohanlal Sukhadia University

Bachelor of Commerce
01.2019

Alok Senior Secondary School

Higher Secondary School
01.2016

Alok Senior Secondary School

Secondary School
01.2014

Doon Business School

Masters of Business Administration from Finance
01.2023
Vishad DaveArea Manager