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.
• 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.
• 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.

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.

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

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