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veeraj asnani

@veerajasnani

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Money Resident at CRED Circle, giving clients general financial advice and helping them navigate money decisions.

India

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What I'm looking for

I’m looking for a role where I can keep learning, take leadership roles in projects, work independently, and contribute to team decisions while making good use of my current skills and building new ones.

At CRED Circle, I work part time as a Money Resident, giving clients general financial advice when they call during Circle hours.

At HDFC BANK LTD, I worked as an Asst. Manager - Retail Assets Home Loan. I handled home loan disbursements, checked payments and original documents, and helped customers resolve queries and complaints.

I also followed up with channel partners and worked to complete stuck disbursements, while cross-selling products offered by the bank. Before that, I was a Trainee - Retail Assets Home loan at HDFC BANK LTD, where I handled disbursements, customer queries, and cross-sales pitching.

During my corporate internship at ICICI AMC, I pitched mutual funds to walk-ins and helped direct them to employees to close leads, including for the Freedom SIP launch. I hold an MBA in General Management from Navrachana University and am a CFP®.

Experience

Work history, roles, and key accomplishments

Current

Money Resident - CRED Circle

Current

CRED

Provides general financial advice to CRED clients during circle hours, handling calls and offering guidance on wealth-related queries.

Financial Planning Customer Service Communication Skills

Asst. Manager - Retail Assets Home Loan

HDFC Bank Ltd

Apr 2024 - Apr 2026 (2 years)

Managed home loan disbursements, verified documents, resolved customer queries, and cross-sold bank products. Interacted with channel partners and followed up on stuck disbursements.

Home Loans Customer Service Cross Selling Document Verification Networking