Shefali Kapoor

Financial Analyst @HDFC Bank

Mumbai, IN
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+91 *********19

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WORK HISTORY

Aug 2020 — Present

Financial Analyst @HDFC Bank

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Delhi, IN

Handling corporate clients portfolio for wholesale banking. 1.Tracking KPIs, CTOI, client level details for corporate banking clients. Maintaining ALM & ALCO Projections. Co-ordinating with business teams and automation team and ensure accuracy of MIS Packs and MD newsletter & MD tracker. Various senior management ad-hoc requirements like prepayments summary of advances, revenue generation opportunities, revenue leakages, setting up Business division profitability reports etc. Got extramiler recognition for excellent performance.

EDUCATION

2018 — 2020

Welingkar Institute of Management

Master of Business Administration - MBA, Finance, General

2013 — 2017

Punjabi University

Bachelor of Technology - BTech, Computer Engineering, Distinction

ABOUT SHEFALI KAPOOR

I have experience in finance as Financial analyst with a background and good knowlege of technology and computer languages. My current role is an analyst who is handling a portfolio of 4.5 billion of assets for the bank, tracking the P&L, cost factors, trend analysis, variance analysis etc. Also, preparing various reports and KPIs for senior management review like MD, CFO etc. And also been involved in MIS Packs, MD Tracker, ALM, ALCO etc for corporate banking function. Prepration of various presentations for business as well as various ad-hoc requirements for CFO, MD and other senior management reviews. Also, got extramiler recognition for excellent performance in my current role. For more detailed discussion/new opportunities, reach out to me at s••••••••@gmail.com Key Skills : Excel Powerpoint Presentation skills Well versed with SQL, Oracle Interpersonal skills: Analysis/Analytical skills Presentation skills Team Player Quick Learner

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Shefali Kapoor — Financial Analyst at HDFC Bank in Mumbai, IN | Unifers