Anil Bottisetty, Mba, Cfa, Frm Email & Phone Number

Mississauga, ON, CA

Toronto, Ontario, Canada

• Managed portfolio of 220 Accounts with contingent exposure of $1 Billion. Ensured timely completion of periodic reviews, adjudications of alerted accounts & Financial Statement requests as per standards.
• Onboarded merchants faster with less friction by collaborating with various stake holders which resulted in adjudication within 3 business days and also best customer experience.
• Collaborated with sales, clients and worked additional time and completed all backlog/pending… Show more
• Collaborated with sales, clients and worked additional time and completed all backlog/pending reviews within 1 year which ensured compliance of portfolio that is non-compliant since covid.
• Identified and rectified deficiencies during periodic reviews. Provided visibility to actual contingency exposure by including currency conversion risk resulting in additional (30%) collateral / risk measures.
• Improved monitoring process by excluding frequently alerted low risk accounts which enabled focus on high-risk accounts and implementation of mitigation steps to maintain portfolio within risk appetite.

India

• Managed commercial credit portfolio of 250 million CAD which was ranked within Top 5 Revenue generating portfolios with highest returns.
• Reduced Turn Around Time of reviews and fresh approvals by 25% by collaborating with various stakeholders and obtaining all the relevant data in minimal attempts.
• Avoided credit losses of 9 million by identifying probable sick accounts and also reduced the expected losses of the portfolio by implementing risk mitigation measures and… Show more
• Avoided credit losses of 9 million by identifying probable sick accounts and also reduced the expected losses of the portfolio by implementing risk mitigation measures and prompt corrective actions.
• Trained and mentored Relationship and Business Development Managers to generate fresh referrals as per the credit risk policy of the Bank and underwritten accounts worth 30 million in the year 2020 Show less

India

• Monitored the accounts of the portfolio through periodic onsite visits and provided customized financial solutions as per the evolving needs and risks and resolved the problems faced by business especially in working.
• Conducted industry market research on Porter’s five forces model and also evaluated financial strength of the firms to accurately derive credit ratings (BRR, FRR) for determining funding terms like Pricing, collateral.
• … Show more
• Convinced Bank as the best business partner during regular pitch meetings with reputed Chartered Accounts, prospective clients by presenting in-depth peer analysis along with our commercial lending products’ unique.

India

• Analyzed customers financial data to determine potential and future risk
• Set and maintained customer credit limits
• Identified, initiated, and facilitated resolution of customer issues via direct customer contact
• Assisted senior loan officers in analyzing financial statements and tax returns for businesses and private accounts

India

Certificate Program, Organizational Leadership

Activities and Societies: Project Management and Leadership Development Skills Trained on Canadian Work Place communication, Team.

Advanced Programme In Data Science, Data Scienc, Excellent

Learnt different techniques and tools used for handling, managing, analyzing & interpreting data through various software like Python, R.

Master Of Business Administration - Mba, Finance And Financial Management Services

Education record