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Nalini Kaanth PatelNP
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Nalini Kaanth Patel

@nalinikaanthpatel

Sales Executive at HDFC Bank handling auto loans, with prior financial analysis experience at Lift N Shift.

India
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What I'm looking for

I’m eager to contribute to a dynamic finance team by applying my financial analysis, budgeting, forecasting, and data interpretation skills to support strategic decision-making.

At HDFC Bank, I handle the auto loan process, from customer interactions and KYC to documentation and credit checks.

At Lift N Shift, I conducted financial research and forecasting across industrial and logistics sectors. I also assisted senior analysts with financial models, variance analyses, and KPI dashboards, and supported budget planning and performance assessment.

Experience

Work history, roles, and key accomplishments

HDFC Bank logoHB
Current

Sales Executive

HDFC Bank

Apr 2026 - Present (7 months)

Handling and processing one of the key financial product of hdfc bank which is Auto loan segment which includes multiple things starting from customers interaction,kyc, documentation, credit checking and so on.

Lift N Shift logoLS

Associate Financial Analyst

Lift N Shift

Nov 2024 - Oct 2025 (11 months)

. Conducted comprehensive financial research and forecasting across industrial and logistics sectors, identifying key profitability levers and cost efficiencies.
• Assisted senior analysts in developing financial models, variance analyses, and KPI dashboards supporting strategic decision-making.
• Compiled sectoral market intelligence and competitive benchmarking reports to support business expans

Education

Degrees, certifications, and relevant coursework

SM

SP Jain School of Global Management

Global MBA, finance

2021 - 2021

Member of Finance Project committee.
Term 2 and 1 - IBR (Impact of Covid-19 on European banking sector.)
Problems & challenges that banks faced and how they tackled these challenges and managed their financial operation.

Municipal College, Rourkela logoMR

Municipal College, Rourkela

Bachelor of Business Administration - BBA, Business Administration and Management, General

2018 - 2021

Guru Nanak International Public School - India logoGI

Guru Nanak International Public School - India

intermediate, science

2016 - 2018

IS

indo english school

10th, science

2014 - 2016

Tech stack

Software and tools used professionally

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