Aniket Ingale

Assistant Manager @Tata Capital

Prepare and analyze daily/weekly MIS reports on loan disbursals, customer profiles, and team KPIs to support data-driven decision-making.Monitor and validate CIBIL reports and credit eligibility data, ensuring compliance with internal risk policies.Design and maintain Excel trackers (applications, leads, conversions, pending cases) to enable performance monitoring.Conduct trend analysis of customer segments to identify cross-sell and upsell opportunities for financial products.Collaborate with branch leadership to streamline operational processes and improve turnaround time in loan processing.Coordinate between sales, credit, and risk teams to ensure smooth end-to-end loan disbursement workflows.Document customer journeys and prepare reports for management review, highlighting gaps and improvement areas.Assist in forecasting monthly performance trends using historical loan and disbursal data.