Summary
Work History
Education
Skills
Additional Qualifications
Strengths
Personal Information
Extracurricular Activities
Disclaimer
Languages
Timeline
Generic
Yash Patil

Yash Patil

Bangalore

Summary

Aiming to apply my skills in creating personalized financial plans to help clients achieve their financial goals and enhance their financial well-being.

Work History

Senior Banking Operations Analyst (9 Months)

ANZ Group Capability Centre
Bengaluru
  • I was responsible for the delivery of documentation, segmentation, and compliance obligations for facilitating decisions on loans.
  • Delivered accurate outcomes in adherence to regulatory and compliance policies and procedures.
  • Engaging in effective communication with brokers to facilitate the smooth processing of their clients' home loan applications.
  • Responding promptly to inquiries and requests from brokers, assisting in resolving any issues related to document submissions or application procedures.

Senior Dispute Officer (13 Months)

ANZ Group Capability Centre
Bengaluru
  • We conducted thorough pre-level indexing by categorizing and organizing relevant case information, ensuring accurate and comprehensive documentation.
  • He collaborated with the downstream team to understand workflow priorities and case action requirements.
  • Maintain detailed and organized documentation of all indexed cases, creating a comprehensive database for reference.
  • For streamlined processing, utilize established protocols to assign appropriate tags, codes, and classifications to each case.

Education

PGDM - Finance

IIM P Autonomous
01.2023

Graduation - Specialisation

D.I.T.M.S B.A.M.U
01.2020

H.S.C -

Maulana Azad State board
01.2017

S.S.C -

Cambridge School

Skills

  • Windows
  • Financial Planning
  • Workflow Optimization
  • Microsoft PowerPoint
  • Time Management
  • Interpersonal Communication
  • Written Communication
  • Relationship Building

Additional Qualifications

Certification in Managerial Economics

Strengths

  • Excellent Interpersonal Skills
  • Self-Disciplined
  • Adaptability
  • Calm under pressure

Personal Information

  • Date of Birth: 08/06/1999
  • Marital Status: Single

Extracurricular Activities

Member of Runners up Team for Inter School Varroc and Campus club Cricket competition in 2015 Member of Runners up Team for Inter School Singing competition in 2015 and 2014 Represented Maulana Azad college for debate competition in A.I.P.I.F Represented Deogiri college for debate competition in the Lokmat event done by B.A.M.U Awarded first prize in Ryla event in the debate competition

Disclaimer

I hereby declare that the details furnished above are true and correct to the best of my knowledge and belief and I undertake to inform you of any changes therein, immediately.

Languages

English
First Language
Spanish
Beginner
A1

Timeline

Senior Banking Operations Analyst (9 Months)

ANZ Group Capability Centre

Senior Dispute Officer (13 Months)

ANZ Group Capability Centre

PGDM - Finance

IIM P Autonomous

Graduation - Specialisation

D.I.T.M.S B.A.M.U

H.S.C -

Maulana Azad State board

S.S.C -

Cambridge School
Yash Patil