Dhruvee Vora Email & Phone Number

Mumbai, Maharashtra, India

• Making Investment Notes• Portfolio Tracking• Up round Building• Arranging Portfolio Demo Day• Exits

Mumbai, Maharashtra, India

• Closely working with the Deal Manager for the upcoming deals and open deals• Informing the investor about the startups, their valuation, stage and future targets• Advising the investor on portfolio management • Ensuring nil revenue leakage by ensuring the transfer of funds to start up on time, getting the Term and Conditions in place and transfer of transaction fees from investor• Liaising with the founder for Fund Raising Fees

Mumbai, Maharashtra, India

Credit Analyst & Portfolio Manager:• Assessing the financials for clients and finalizing the banks which meet clients requirement• Maintaining customer relationship and monitoring all post disbursement compliances• Assessing financials and deciding on the bank that meets client needs• Expanding the current portfolio by enhancements of on boarding new client

Mumbai, Maharashtra, India

Virtual Portfolio Manager (SME) Oct 2017 to Oct 2020:Designation: Deputy Manager II● Maintaining customer relationship and understanding their working capital requirement and other cross sell requirements. Dealing in various Working Capital Products, Invoice Discounting, Cash Credit / Overdraft, Term Loans etc.● Preparing ‘Credit Approval Memorandum’ and presenting the same to Business teams and Credit Team as per delegations. Resolving Credit Queries post clarification from client and getting the proposal sanctioned. End to end disbursement activities post sanction including co-ordination with external vendors for establishing legal and technical clearance and Valuation of underlying security/collateral.● Monitoring Risk hygiene and portfolio performance.● Collaboration with trade finance, CMS, Operations, treasury, legal and branch banking teams for seamless customer service.● Completion of timely Renewals and various other account monitoring activities towards portfolio management.● Act as single point for customer query resolution● Handling customer service requirements like renewal, restructuring, change of collateral, account opening, grievances, CASA, TD and insurance.Achievements:● Received appreciation mail from Regional Manager for retaining an irate customer and cross selling a product.● Awarded as Top Performer - ALTERNATE CHANNEL & SERVICE QUALITY – Outbound H1 2017- 18 Awards

Mumbai, Maharashtra, India

● Assisting colleagues with banking process and products to serve customer better.● Conducting trainings for enhancing knowledge of colleague.● Handling other critical process of bank.● Preparing process notes for SME and other process of bank.● Designing scripts for calling.● Tracking team`s performance.● Managing floor in absence of Team leaders.● Taking training on Soft Skills.Achievements:● Top Quality score of outbound unit DECEMBER 2016● Delivered ESQ and bagged 8 certificates out of which 5 stories were published in Newsletter

Mumbai, Maharashtra, India

● Started new channel of SME Calling.● Handling and Training colleagues on SME Products and Facilities.● Subject Matter Expert for different workflow queries.● Displayed objective and Analytical approach to problem solving.Achievements:● Top Individual Performance Out Bound SME calling NOVEMBER 2015● Awarded as Best Knowledgeable person in the unit in DECEMBER 2015● Awarded as Rising Star for the month of OCTOBER 2015● Awarded as Rising Star for the month of NOVEMBER 2015● Awarded as Rising Star for the month of DECEMBER 2015● Top Individual Performance Out Bound SME calling in FEBRUARY 2016● Top Individual Performance Out Bound SME calling in MARCH 2016.

Mumbai, Maharashtra, India

Designation: Executive● Handling customer grievances.● Cross selling banking products.● Educating the customer about alternate channels.Achievements:● Top individual performance Inbound for JANUARY 2014● Top individual performance Inbound for APRIL 2014● Top individual performance Inbound for JUNE 2014● Top individual performance Inbound for SEPTEMBER 2014.