
Dimple bothra
Accounting / Finance
About Dimple bothra:
As a dedicated financial professional with a diverse background, I bring expertise in mutual fund industry, loan processing and underwriting, and small business financial operations management. With over five years of diversified experience, I possess a strong understanding of investment strategies, risk analysis and financial operations. I am highly organized, detail-oriented, and able to multitask effectively while delivering exceptional customer service. I look forward to contributing to the success of any organization.
Experience
Mutual Fund Associate| Aegis Ltd, Chennai, India (2 years) Aug 2015 – Jun 2017
Demonstrated experience in the financial industry as a mutual fund associate for leading companies including CITI Mutual Fund, Reliance Mutual Fund, and HDFC Mutual Fund.
- Worked as part of a team responsible for managing a portfolio of mutual funds
- Conducted research and analysis on potential investment opportunities.
- Participated in the development and implementation of investment strategies.
- Achieved significant returns of up to 14% CAGR in portfolio performance over a two-year period.
Loan Operations Specialist| HDFC Bank, Chennai, India (1.5 years) Aug 2017 – Jan 2019
Demonstrated expertise in loan operations with over 1.5 year of experience in the loan department at HDFC Bank.
- Conducted origination and underwriting of various types of loans, such as personal and business loans.
- Reviewed and analyzed financial information such as income, assets, and credit history to determine loan eligibility and risk.
- Maintained and updated loan files and records, including documentation of loan terms and conditions, payment history, and credit reports.
- Communicated and negotiated with borrowers, lenders, and other stakeholders to gather information and ensure compliance with regulations.
- Advised an average of 30 clients per day on personal loans and developed prospects for new loans by conducting an average of 20 cold calls weekly.
Education
EDUCATION:
University of Madras, Chennai, India June 2012- May 2015
Bachelor of commerce (B. Com) – Accounting and Finance
Relevant coursework: Financial and Cost Accounting, Business Economics, Business Taxation, Income Tax law and Practice, Business statistics, Practical Auditing.
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