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Karan Malhotra

Karan Malhotra

Marketing & Sales Administrator

Bibby Financial Services

Assistant Manager-Sales and Marketing at Bibby Financial Services


Bibby Financial Services

Marketing & Sales Administrator

Role of Business Development
Driving Direct marketing activities
Executing credit appraisal and loan documents
Conducting plant/factory visits
In charge of preparing and executing direct marketing plans
Coordinating with marketing agencies
Event planning and management
Website maintenance
Ensuring CRM support for smooth implementation of programs.

Career medium 02
Career medium 04

Bibby Financial Services

Asst. Manager - Customer Relationship Management

Managed collections for an assigned accounts receivable portfolio, MSME and Corporates.
Maintained a consistent 85% utilization of funding limits of the assigned portfolio and assured the bad debts below 2% level.
Made numerous clients’ site and factory visits and bank visit for credit and business risk assessment.
Performed initial and follow-up customer’s credit review, based on evaluation of their financial statements and credit references.
Identified potential lending liabilities by analyzing financial performance of, and credit risk in lending to SMEs.
Assisted in developing a new collection procedure to simplify the process and minimize time.
Wrote various other operations processes improvements, which was approved and being successfully used.


Bibby Financial Services

Management Trainee

Worked with managers to chart out training programs.
Assisted in setting up operation’s procedure and evaluate work output.
Imparted training procedures to familiarize employees.
Developed learning of the credit appraisal and financial statement analysis.
Managed customer relationship management and credit & risk operations as a Trainee.

Career medium 03

HDFC Standard Life Insurance

Financial consultant

Hired the financial agents for the HDFC Standard life.
Dealing with the insurance products.
Did project on the financial analysis of HDFC SLIC.

Motherson Sumi Systems Limited

Management Trainee

Successfully completed project on the Logistics of MSSL.
Talked to Different logistic service provider
Learned the process of packaging and transporting the good to different locations inside and outside India.

Career medium 01

Amity Business School


Delhi University

B..A( Hons) Business Economics, Economics, Econometrics, Financial Management

Kulachi Hans Raj Model School

Senior Secondary Certification, Commerce