---
title: "Shubhangi Maheshwari - Assistant Account Manager in Mumbai | Tal"
description: "Meet Shubhangi Maheshwari, MBA Finance (2026) | Credit Analysis • MIS • Equity Valuation • Advisory | Power BI • Excel | 2.8 Yrs Exp | Actively Seeking Finance Roles in Mumbai based in Mumbai."
image: "https://tal.club/meet/shubhangi-maheshwari/share-image"
---

# Shubhangi Maheshwari on Tal

## Headline

MBA Finance \(2026\) \| Credit Analysis • MIS • Equity Valuation • Advisory \| Power BI • Excel \| 2\.8 Yrs Exp \| Actively Seeking Finance Roles in Mumbai

## About

Finance professional with 2\.8 years of experience in credit operations, financial advisory, and business development across banking and NBFC sectors\. I've worked with AU Small Finance Bank and Dar Credit & Capital, handling credit appraisal, CIBIL analysis, loan disbursement, MIS reporting, and client servicing\. Currently completing my MBA in Finance & Business Analytics \(June 2026, CGPA 8\.90/10\)\. My key skills include financial modeling, Power BI dashboards, DCF & equity valuation, and credit risk assessment — backed by 15\+ certifications from NISM, Goldman Sachs, Coursera, and Udemy\. 📍 Mumbai \| Open to roles in Credit Analysis, Financial Analysis, Loan Operations, MIS & Wealth Advisory\.

## Location

Mumbai

## Work experience

Assistant Account Manager at Dar Credit & Capital Ltd\. \- India, Jul 2025 \- Sep 2025 · 3 mos, Jaipur, ​Credit Evaluation: Assisted in the credit appraisal process for personal loans, including conducting CIBIL checks and basic financial vetting\. ​Loan Operations: Managed the loan disbursement process and utilized Rise Money software for EMI entry and repayment tracking\. ​Accounting: Maintained accurate loan records and supported EMI entries using risemoney software portal

Senior Executive at AU SMALL FINANCE BANK, Apr 2022 \- Nov 2023 · 1 yr 8 mos, India, Advised clients on financial instruments including SIPs, Demat Accounts \(Motilal Oswal\), and Insurance products, supporting wealth planning objectives\. Evaluated client financial profiles to recommend suitable investment and banking products aligned with their financial goals\. Collaborated with enterprise clients to structure salary account solutions, analysing payroll data and organisational requirements\. Coordinated with internal teams to ensure regulatory compliance and seamless onboarding of enterprise accounts over ₹2crore in business volume\. \- Managed a 800\+ customers, supporting account servicing and credit\-related queries\. \- Assisted in cross\-selling banking and loan products by identifying customer financial needs\. \- Ensured accuracy and compliance of KYC, provide internal data to credit card teams for credit card selling

Account Manager at Bharti Airtel, May 2021 \- Mar 2022 · 11 mos, Jaipur, Managed enterprise client accounts with focus on revenue tracking and financial coordination\. \- Generated approximately 45 lakhs of revenue generation account management and upselling\. \- Recognized as Employee of the Month for performance and client handling\.

## Education

Master of Business Administration \- MBA, Finance, business analytics, PODDAR MANAGEMENT AND TECHNICAL CAMPUS

Bachelor in computer application, SS Jain Subodh Mahila TT college, Jaipur

[View the original profile](https://tal.club/meet/shubhangi-maheshwari)

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