Shivani Gupta

Credit Analyst | Financial Analyst | Data Analyst | SQL | Power BI | Excel Banking | Data Visualization

Role
Credit Relationship Manager at HDB Financial Services Ltd.
Location
Pune, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Shivani Gupta

Analytics-focused professional with a strong background in credit risk and financial data…

Experience

  1. Credit Relationship Manager

    HDB Financial Services Ltd.

    Mar 2023 — Present · Pune, IN

    My role involves analyzing financial and operational data to assess creditworthiness and make informed decisions on whether a company should be granted credit.\"In my role, we begin by gathering all the necessary financial and business data from the client. We then perform detailed analysis using MIS tools to generate reports such as the ABB ( acitivity based budgeting) report, credit appraisal memo, and review ITRs. These documents provide insights into the company’s financial health and are crucial in evaluating their creditworthiness. This comprehensive analysis helps us make well-informed decisions on whether or not to extend credit to the company.\"

Education

  • IPS ACADEMY, Indore

    Bachelor of Science - BSc

    2016 — 2019

  • IPS ACADEMY, Indore

    Master of Business Administration - MBA

    2019 — 2021

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Shivani Gupta — Credit Relationship Manager at HDB Financial Services Ltd. in Pune, MH, IN | Unifers