Project Associate - Financial & Market linkages - American India Foundation - Pune, Maharashtra
(2026-04)
- Assist participants in completing documentation for bank account opening, loan applications, and market registrations.
- Ensure all submitted applications are complete, accurate, and compliant with organizational requirements.
- Coordinate with banks, financial institutions, and government offices for approvals and processing.
- Conduct financial literacy sessions on savings, credit management, digital transactions, and responsible borrowing.
- Support participants in understanding repayment schedules and financial planning.
- Track loan applications and provide regular status updates to beneficiaries and management.
- Resolve documentation gaps and follow up for pending approvals.
- Engage with potential buyers, vendors, and market partners for business opportunities.
- Facilitate product sales linkages and strengthen local market networks.
- Prepare reports on financial inclusion progress, bank linkages, loans sanctioned, and digital adoption.
- Maintain participant records, MIS data, and project documentation.
- Support community mobilization activities, awareness programs, and stakeholder meetings.
- Handle any additional responsibilities assigned by management.
Project Associate Cluster Coordinator - AIF foundation - Pune, Maharashtra
(2025-09 - 2026-03)
Financial Literacy Teacher in collaborative program with PCMC School. Designed and delivered interactive financial-literacy curriculum for grades 8-9 across 5 PCMC schools, engaging >500 students.
- Designed and delivered an interactive financial-literacy curriculum for grades 8-9 across 5 PCMC schools, engaging >500 students.
- Co-planned lessons with classroom teachers, integrating real-world case studies (budgeting, saving, digital payments) and aligning with state standards.
- Facilitated parent-teacher workshops to promote financial-wellness at home and gathered feedback to refine program content.
- Utilized digital tools (Google Classroom, interactive whiteboard) to create gamified learning experiences and track student progress.
- Conducted pre- and post-assessment analyses, demonstrating an average 15 % improvement in students' financial-knowledge scores.
- Collaborated with school administrators and municipal officials to schedule sessions, ensuring seamless integration into school timetables.
- Facilitate psychometric testing for Grade 9 / 10 students in collaboration with the learning partner
- Provide one-on-one career counseling sessions for students in grades 9 /10 to explore their interests, strengths, and potential career paths.
- Assist students in setting short-term and long-term career goals.
- Guide students in creating personalized career plans, including identifying appropriate high school courses, extracurricular activities, and internships.
Executive (Outreach, Skilling & placement Coordinator) - LCF (Lighthouse Communities Foundation) - Pune, Maharashtra
(2024-04 - 2025-02)
Outreach Skilling & Placement Officer responsible for partner development, program design and delivery, student engagement, placement coordination, employer relations, and data reporting.
- Identify and approach industry partners, NGOs, and training providers to create skill-building tie-ups.
- Negotiate MOUs that align with institutional goals and student needs.
- Co-create short-term certification courses (e.g., digital marketing, fintech, soft skills) with partners.
- Schedule and promote workshops, webinars, and on-campus bootcamps.
- Conduct outreach sessions to raise awareness of available skilling opportunities.
- Guide students through enrollment, progress tracking, and certification completion.
- Match skilled candidates with job/internship openings from the outreach network.
- Organize campus recruitment drives, interview schedules, and follow-up feedback loops.
- Maintain regular contact with recruiters, gather hiring requirements, and provide candidate pipelines.
- Host employer meet-and-greets, career fairs, and industry talks.
- Track metrics: number of students skilled, placements secured, employer satisfaction, etc.
- Prepare periodic reports for management and funding bodies to demonstrate impact.
- Collect feedback from students and employers to refine curricula and outreach strategies.
- Stay updated on industry trends to keep skilling programs relevant.
Loan closure - Mphasis Ltd - Pune, Maharashtra
(2019-07 - 2024-06)
Working on US Mortgage Loan Closure (Post-Closing) including roles as Post Closing Specialist, Closing Coordinator / Closing Specialist, Collateral Specialist, Funding Specialist, and Quality Control (QC) Analyst.
- Reviews closed loan files.
- Ensures all required documents are complete.
- Identifies and resolves missing or incorrect documents.
- Prepares files for sale to investors.
- Prepares the Closing Disclosure (CD).
- Coordinates with the title company, borrower, lender, and attorney.
- Schedules the loan closing.
- Ensures all closing conditions are satisfied.
- Reviews original loan documents.
- Verifies mortgage/deed recording.
- Maintains collateral files.
- Reviews final loan approval.
- Authorizes and disburses loan funds.
- Confirms all closing requirements are met before funding.
- Audits closed loan files for compliance.
- Checks adherence to investor and regulatory guidelines.
- Reports defects and recommends corrective actions.
Coordinator (Social Protection) - CMS - Pune, Maharashtra
(2021-06 - 2024-03)
- Working On Social Schemes like PMJJY, PMSBY, Sukanya Samrudhi Yojana, Atal pension Yojana, Mudra scheme, Abha card, Eshram etc
- Working in community SCG womens for (GET) General Entrepreneurs Training
- Motivate women's to start business and be financial stable
- Helping women's to start new business, business account in Bank.
- Helping women's to Apply for Mudra scheme in bank.
- Preparing Documents for loan Shop act license, Udhyam adhar, etc
- Helping women's to maintain Quality products and selling.
- Maintaining required records and documentation.
- Working Collaboratively with Partner Ngo HHH - Head held high providing skilling course and job opportunity
Data Entry operator - CFAR (Center for Advocacy and Research) Experience - Pune, Maharashtra
(2021-11 - 2022-05)
- Helping community for Registration on cowin app and maintain registered
- Work as Computer operator & Verifying patient identity
- Crowd management Counseling to patient whoever comes for Covid vaccination.
- Entering patient information into a Cowin App
- Maintaining cleanliness and sanitary needs of space at CVC
- Maintaining required records and documentation
- Assisting with clinical duties
- Checking and ordering inventory supplies; maintaining office equipment, ordering replacement supplies as needed
- Preparing correspondence, documentation
