Yogesh Bade
Finance Professional
Nagpur ,Maharashtra
Summary
Finance enthusiastic with a proven track record of 2 years in banking operations, customer service, and financial analysis. Adept at managing diverse tasks within fast-paced and dynamic environments, demonstrating strong analytical and problem-solving skills. Possesses a solid understanding of financial principles, risk management, and compliance. Proven ability to collaborate effectively with cross-functional teams to achieve organizational goals. Seeking a challenging role to leverage financial acumen and operational expertise to contribute to organizational success and professional growth.
Overview
2
2
years of professional experience
1
1
Certificate
Work History
Assistant Manager
ICICI BANK
06.2023 - Current
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Providing commercial loan and investment products facilities to customers and monitoring customer portfolios, ensuring compliance with guidelines and regulations.
- Developed comprehensive understanding of financial statements Analysis enhancing opportunities to assess risk.
- Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
Associate
KC OVERSEAS EDUCATION PVT LTD
12.2022 - 06.2023
- Provided expert financial advice to client on mortgage and education loan.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Closely monitored market activity, remaining ahead of sales and development trends to offer clients optimal service and advice.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Customer Service Executive
Shriram Finance Limited
12.2021 - 10.2022
- Identified market opportunities to grow new business across dedicated accounts for auto loans and commercial loans.
- Managed flow of applicants through approval process, completing continuous reviews and corrects to minimize delays.
- Submitted loan applications to underwriter for verification and recommendations.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
Education
MBA - Financial Management
Department of Business Management CP Berar College
Nagpur11.2021
Bachelor of Commerce - Accounting And Business Management
Dhanwate National College
Nagpur, Maharashtra05.2019
Skills
- Credit Analysis
- Financial Documents Review
- Financial Analysis
- Decision Making
- MS- Office Suite
- Customer Service
- Client Relationship Management
- Compliance Monitoring
- Problem Solving
Certification
Corporate Finance Institute (CFI)
- Accounting Fundamental
- CCC (Course Of Computer Concept)
- Introduction To Banking
Timeline
Assistant Manager
ICICI BANK
06.2023 - Current
Associate
KC OVERSEAS EDUCATION PVT LTD
12.2022 - 06.2023
Customer Service Executive
Shriram Finance Limited
12.2021 - 10.2022
MBA - Financial Management
Department of Business Management CP Berar College
Bachelor of Commerce - Accounting And Business Management
Dhanwate National College
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