As a Team Lead specializing in the financial sector, I provide expert analysis and support to banks and financial institutions with facilitating and streamlining the application and approval process for home loans, mortgage loans, personal loans, business loans, education loans, and loan top-ups for individuals, businesses, LLC, etc. I am responsible for conducting in-depth financial evaluations and preparing detailed reports to determine the financial eligibility of clients. My core… Show more As a Team Lead specializing in the financial sector, I provide expert analysis and support to banks and financial institutions with facilitating and streamlining the application and approval process for home loans, mortgage loans, personal loans, business loans, education loans, and loan top-ups for individuals, businesses, LLC, etc. I am responsible for conducting in-depth financial evaluations and preparing detailed reports to determine the financial eligibility of clients. My core responsibilities include:Drafting comprehensive reports and estimating key financial statements, including Profit & Loss (P&L) statements and balance sheets, to assess the financial health and eligibility of clients applying for loans.Reconciling processed financial data by comparing initial estimates of P&L and balance sheets with audited financial reports, ensuring accuracy and consistency in the financial evaluation process.Finalizing detailed financial reports and submitting them to the respective banks or Non-Banking Financial Companies (NBFCs) for loan approval and processing.Delivering training programs for newly joined analysts, helping them develop the necessary skills and knowledge to perform their roles effectively and efficiently. Show less

As part of a B2B organisation I was responsible for the promotion and sales of our premier product - inTeam to various clients.My roles and responsibilities involved approaching prospective clients and handling the entire transaction with them.