Namrata Upasani

• Monitored, managed and developed investment portfolios.
• Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
• Handled financial transactions worth over $10 Mil.
• Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
• Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
• Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
• Designed and maintained financial models to identify and measure risks.

• Developed and maintained strong relationships with clients to maximize satisfaction.
• Helped clients make informed decisions about financial future.
• Analyzed financial needs of clients and developed tailored strategies to meet goals.
• Educated clients on financial topics and best practices.
• Educated clients on potential risks and rewards associated with various investments.
• Assisted clients with budgeting and cash flow management.
• Collaborated with clients to develop customized investment portfolios.
• Created financial models to analyze and evaluate investment strategies.
• Implemented exit strategies for clients to transition out of investments.
• Researched current economic trends and investment opportunities to stay abreast of financial markets.

1. Assistant Manager RCU (Risk and Control Administration Unit):

• Strategic Renewal and Renewal cum enhancement CAM (credit assessment memorandum) checking and preparation of Facility letter.
• Supervision of supplemental docs and mortgage docs preparation which are important part of loan documents for strategic and high-risk loans (Over $1.5 Million).
• Supervision, control and audit of disbursal checklist preparation differing on case to case basis(ranging in value from $1 million to $10 million).
• Issuance of Disbursement Notice for fresh, Renewal or extension cases.
• Managing all Anchor cases Portfolio(ranging in several hundreds crores) as well as fresh clients. (Dealers Finance & Vendor Finance).
• Exception Tracking and Removal of the same.

2. Assistant Manager CPU (Central Processing Unit):

• Supervision of property details updating in CERSAI and C-Cube.
• Product tagging in FCC/FCR (Internal systems).
• Star Renewal knock off and re-tracking exceptions.
• Consolidation of Data and Segregation and Sorting of loan details of customer Region wise, risk wise and strategic nature of the loan.
• Utilization of proficiency in excel to create, update and maintain excel spread sheets of CERSAI database.