ROHAN GUPTA

BBD Green City Sun breeze Tower 10 Flat - 1101

Email id - rohan.gupta1619@gmail.com

Mobile no – 7388730014

Summary
Started my career as a Sales Manager in Whitehat jr education technology now presently I’m working as a
Credit Manager in Utkarsh Small Finance Bank at present I’m handling product such as HL & BL, LAP,
Commercial Vehicle, Commercial equipment parallel I’m also increasing my technical knowledge by pursuing
Integrated program in Business Analytics from IIM Indore I’m skilled in Quantitative and Qualitative Analysis
& expertise in Credit Underwriting.

Experience
Presently working in Utkarsh small finance Bank joined in November 2020 as a Credit Manager :-

❖ Underwrite, Build and maintain portfolio of Home Loan/LAP/CV products as per credit policy and
procedure, Responsible for Activities like Login, PDs processing, and Disbursement etc.
❖ Quantitative and Qualitative Analysis, financial Statement (Income statement, Balance Sheet, Cash Flow
Statement, 26AS) Ratio Analysis , Advanced Excel , Macros and VBA , Report writing.
❖ Risk Management, Data Analysis, Review applications Credit Verifications, financial, technical and legal
analysis and sanctioning the proposal within given authority and within TAT, Validating Statement of
Account & Banking and preparing Credit Appraisal Memo.
❖ Extract the data using SQL query, analyze and visualize the data using Tableau, and prepare the report
per Business team request.

Worked in Byjus - Whitehat jr in June 2020 – Nov 2020 As a Sales Manager

❖ My role is to Conducting meetings with parents and those kids who have completed the demo classes.
❖ Priming the lead and Produce lead through different channels such as email, Whatsapp, SMS, calls,
reference, etc
❖ Achieving the weekly targets in a high pressure, Monitoring Self performance and team performance
keeping track of factors like conversion factor, Average revenue generated per lead, Average revenue
per sale etc, hand on experience Salesforce & Lead square Spreadsheets (Excel, Google Sheets) and
PowerPoint.

Academic Qualification

• Pursuing Integrated Program in Business Analytics IIM Indore ( Business Analytics & Data Science)
• Completed Master of Business Administration in finance from University of Lucknow (2018-20)
• Bachelors of Commerce from University of Lucknow in Accounting and Finance (2015-18)
• Company secretary Executive Level.
• Intermediate Passed from ISC Board 2015 Commerce background (81%).
• High school passed ICSE Board in 2013 (68%).
Summer Training
Successfully completed two month summer training in Corporate Account Division Under the Guidance CA
Suresh Agarwal, Assistant General Manager at “Delhi Financial Corporation” Topic - “Impact of Make in India
initiative on customer base of Delhi Financial Corporation".

Achievement during summer training

• Beginning our Mentor provide us Annual Report of past three consecutive financial year and
State Financial corporation Act 1951 for analysis
• Guiding Customer regarding our Scheme and offering & building relationship with them
increasing business.
• Prepare & analysis of Financial data.

Areas of Strength

• Analytical problem Solver.

• Skilled in financial analysis and financial reporting.
• Time management skills.
• Dedicated and self-motivated.
• Possess and qualities of a good team leader and a good team player.
• Completed financial modeling.

Skills and Expertise

• Expertise Knowledge of MS office suite products, especially Excel.

• Ability to represent figures creatively and appropriately through tables, charts and diagrams that
best convey the message concisely, financial modeling and Analytics.
• Good in computer, multi-tasking, and job prioritizing skills.
• Strong written and verbal communication and interpersonal skills.
• Understanding of Business intelligence software through SQL for (Data management), Tableau &
power Bi (Data visualization), python and R programming (statistics and financial mathematics).

Certification & Curricular

• Industrial interaction cell Business SAMVIT 2019 IIM Lucknow.

• Certificate of Participation SEBI (Financial Education Program).
• Introduction Corporate Finance from corporate finance institute.
• Business intelligence analyst And Financial Modeling Excel 2016 course Udemy.

Personal Information

• Father’s Name: Mr. Subhash Gupta.

• Date of Birth: 16/05/1997.
• Nationality: Indian.

DECLARATION
I hereby declare that the information given above is true to the best of my knowledge and belief.

Rohan Gupta.

Place: Lucknow (Uttar Pradesh)