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Priya Makkar

Priya Makkar

Finance Internship

location of Priya MakkarBengaluru, Karnataka, India

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  • Timeline

  • About me

    Commercial Banking Portfolio (CDF) - Wells Fargo | Ex - ICICI Lombard | MBA - Finance

  • Education

    • Sacred Heart Senior Secondary School, Amritsar

      -
      I.C.S.E 10th Std

    • Sacred Heart Senior Secondary School, Amritsar

      2013 - 2015
      I.S.C - 11th & 12th Business/Commerce with Mathematics

      Topper at the District Level in 12th

    • ICFAI Foundation for Higher Education, Hyderabad

      2018 - 2020
      Master of Business Administration - MBA Finance

      Activities and Societies: Analytics Club

    • Delhi University

      2015 - 2018
      Bcom (hons) Accounting and Finance

      Activities and Societies: Equal Opportunity Cell & Commerce Society Sri Guru Gobind Singh College of Commerce

  • Experience

    • Arora Khanna & Associates (Chartered Accountant)

      Feb 2019 - May 2019
      Finance Internship

      Project - Financial Statement Analysis, Preparation of Project Reports, Credit Monitoring Arrangement, Tax Returns and Auditing

    • ICICI Lombard

      Aug 2020 - Sept 2022
      Product Manager

      Underwriting/ pricing insurance products for various clients.Coordination with sales team and intermediary to implement projects.Claims assessment, processing, management, customer servicing and loss control.Executing strategies on loss control, claim operations and automation.Meeting with channel partners, customers and various stakeholders.Conducting various analysis on customer data, products vis a vis underwriting and claims.

    • Wells Fargo

      Oct 2022 - now
      Commercial Banking

      Underwrite loans with aggregate credit exposure based upon approved credit authority limits.Perform Annual Reviews for RV/ Marine business based out of USA.Research complex financial and credit information for commercial business according to business unit standards within Commercial Banking Portfolio Management functional area.Investigate credit standards and determine credit worthiness of high net worth loans.Review basic issues, policies, procedures for low to medium risk tasks. Show less

  • Licenses & Certifications

    • Financial Modelling

      Skill Nation
      Jan 2022

    • Tally.ERP 9

      Tally Solutions Pvt Ltd
      Oct 2015

    • Career Edge (Soft Skills)

      TCS iON
      May 2020