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.

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:

University of Madras, Chennai, India June 2012- May 2015

Relevant coursework: Financial and Cost Accounting, Business Economics, Business Taxation, Income Tax law and Practice, Business statistics, Practical Auditing.