Neeraj Bhati
Financial consultant
- Role
- Consultant at Policybazaar.com
- Location
- Indore, MP, IN
- LinkedIn followers
- 500 followers
About Neeraj Bhati
Finance-driven banking professional with over a year of experience as Deputy Manager at ICICI Bank and a strong academic foundation with an MBA in Financial Administration. I specialize in credit analysis, working capital finance, financial documentation, and managing high-value loan portfolios exceeding ₹10 crore. My background includes in-depth knowledge of financial statement interpretation, regulatory compliance, and client portfolio development for MSMEs and mid-sized businesses.With a solid understanding of corporate finance, accounting principles, and market instruments, I bring analytical clarity to lending decisions and risk assessments. I\'ve contributed to regional banking initiatives like SME loan digitization and consistently met compliance and documentation benchmarks, earning accolades such as “Rising Star Performer.”Recently, I added a new layer to my skill set by completing the AI Mastermind Certification, gaining hands-on exposure to AI-driven applications, prompt engineering, workflow automation, and diffusion models. This has fueled my passion for integrating data analytics and emerging technologies into financial services to drive smarter, faster, and more client-centric banking solutions. Areas of Expertise:Financial Statement AnalysisWorking Capital & Trade FinanceCompliance & Credit Risk AssessmentFinancial Documentation & Client OnboardingAI & Automation in BankingTools: MS Excel | Power BI (Learning)| SQL (Basic)| GPTs & AI Apps
Experience
Consultant
Sep 2025 — Present · Indore, IN
Education
Shri Jayantilal Hirachand Sanghvi Gujarati Innovative College of Commerce & Science, Indore (M.P.)
Bachelor of Commerce - BCom, Finance, General
2017 — 2019
The Institute of Company Secretaries of India
Foundation degree
Prestige Institute of Management & Research
Master of Business Administration - MBA, Financial administration
2021 — 2023
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