Siddhi Katkar

Experience

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  Pivot Management Consulting

  Apr 2015 - Apr 2017

  Office Exicutive

  Pivot Management Consulting is advisory firm in securities services, NRI Services, Brokerage, Corporate Banking and financial market.

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  Indiabulls Consumer Finance Limited

  Oct 2017 - now

  Senior Officer

  Indiabulls Ventures Limited is one of India’s leading capital market companies providing securities and derivative broking services. The company is registered with SEBI as a Stock Broker, a Depository Participant, a Research Analyst and a Merchant Banker in Category I. The Company’s equity shares are listed on The National Stock Exchange of India Limited and BSE Limited and its Global Depository Receipts (GDRs) are listed on the Luxembourg Stock Exchange.Analyzed financial status, credit and property to determine feasibility of granting a loan.Educated customers on the variety of loan products and available credit options.Adhered to all federal and state compliance guidelines relative to personal loans, car loan, Travel loan, Medical loan and two wheeler loan.Executed the loan origination process, including ordering credit reports, and preliminary title reportsProvide excellent customer service to new and existing clients along with account maintenanceServes as a basic point of contact for customers with complaints, queries, request, feedbacks etcPrepares daily reports on the daily activities of Customer Care teamEnsures that all the request, queries and complaint of customer are responded in a timely and professional mannerDevelops as well as maintains the relationship with external partiesResponsible for proper scrutiny and recording of the complaints received from customersConducts research and complies answers for informational request from external customers. Show less

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  AU SMALL FINANCE BANK

  Nov 2020 - Jan 2023

  Assistant Manager