Open to opportunities

ELTON D'SOUZA

@eltondsouza

Message

I support investors and lenders through fixed-income operations, credit appraisal, compliance, and client guidance.

India

Message

What I'm looking for

I'm looking to build my career in finance, investor relations, lending operations, credit analysis, and compliance, where I can support clients, strengthen financial processes, and grow through hands-on responsibility.

I'm supporting investors at Wint Wealth with bond calculations, onboarding, transactions, portfolio clarifications, KYC, taxation, and payment workflows.

At EDC Limited, I sanctioned five term loans of up to ₹1 crore by preparing credit appraisal reports and supported three approved loan disbursements. I also filed monthly RBI DNBS-03 returns and guided applicants through loan documentation and processes.

During my finance internship at EDC Limited, I analyzed client financial statements using ratios, drafted appraisal reports, and assisted with collateral-valuation site visits. I also created and edited brochures, videos, and banners for business promotion.

I'm an MBA (Finance) graduate with experience creating process documentation, customer guides, and digital content. Beyond finance, I've led cultural activities, coordinated a newsletter reaching 10,000+ readers, and organized an inter-college quiz competition.

Experience

Work history, roles, and key accomplishments

Current

Investor Relations Executive

Current

Wint Wealth

Dec 2025 - Present (8 months)

Performed bond calculations including YTM, coupon payouts, and referral earnings. Assisted investors with onboarding, transactions, and portfolio clarifications, and supported KYC, taxation, and payment workflows.

KYC Taxation Process documentation Customer Support