Rushikesh Jadhav

I’m a Risk & Operations professional with 4.5+ years of experience in NBFC and finance operations, specializing in KYC compliance, MIS reporting, internal controls, and loan sanction & disbursement processes. I focus on risk mitigation by tightening process compliance and ensuring exceptions are closed on time.

As a Resident Relationship Officer at Motilal Oswal Home Finance Ltd., I act as the primary point of contact across the loan lifecycle, coordinating loan documentation, KYC verification, and compliance checks per policy norms. I support disbursement, post-disbursement, and closure processes while resolving customer queries and CRM issues within defined TATs.

Previously, as a MIS Executive at Si Creva Capital Pvt. Ltd., I prepared and analyzed daily, weekly, and monthly MIS reports using advanced Excel for management review. I also tracked exceptions and deviations across loan portfolios and supported internal control monitoring by coordinating with operations teams to close discrepancies.

Earlier, in cashier/accounts and branch accounting roles at Mahindra Rural Housing Finance Ltd. and Namra Finance Pvt. Ltd., I handled cash and cheque processing with strict internal control adherence and performed reconciliations. I also contributed to KYC verification, document compliance checks, and assisted internal audits and process reviews—backed by hands-on ERP tools like Tally ERP 9 and basic SAP operational exposure.