Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Aditi Mangla

Aditi Mangla

New Delhi

Summary

Quality-driven Accounting Analyst with 3 years of comprehensive experience working with teammates to support accounting functions. Accurately inputs data and records day-to-day transactions. Solid understanding of Financial Planning, Wealth Management and Goal based Financial Planning. Preparation of Financial Plan based on the risk appetite, goals, time horizon of clients. Enhancement of Book size by acquiring new HNI & UHNI clients. Identifying potential segments, and building relations with new HNI & UHNI clients.

Overview

3
3
years of professional experience
1
1
Certification

Work History

SR. WEALTH ADVISOR

FINTOO
GURGAON
07.2022 - Current
  • Post daily transactions in QuickBooks, and updating financial spreadsheets
  • Generate regular reports with accounting software
  • Set client fees and adjust fees as needed
  • Create, send, and follow up on invoices
  • Review and observe department budgets
  • Assist with the collection and management of client account balances
  • Investigate and resolve any client account discrepancies
  • Report any disconcerting discoveries or suspicion of wrongdoing to the proper authorities
  • Prepare monthly statements and invoices to vendors
  • Answers questions and provide assistance to stakeholders, customers, and clients as requested
  • Process and reconcile bank deposits
  • Attend finance department and company-wide meetings
  • Assist with financial reporting to managers and senior executives
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Learned new skills and applied to daily tasks to improve efficiency and productivity.

DEPUTY MANAGER

KOTAK MAHINDRA BANK
DELHI
04.2021 - 07.2022
  • Coordinated and managed the work of the accounts payable personnel
  • Track customer complains/queries and turnaround times for customer satisfaction
  • Maintained working relationships with corporate managers.
  • Assisted corporate controller with special project
  • Updated portfolio master files and responded to clients queries on a regular basis
  • Provided assistance to senior management with mid-year and year-end audit preparation
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Trained staff on operating procedures and company services.
  • Cross-trained and provided backup support for organizational leadership.
  • Contributed to expense report review to ensure company policy compliance
  • Clarified customer issues and determined root cause of problems to resolve product or service complaints.
  • Answered product and service questions, suggesting other offerings to attract potential customers.
  • Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.

ICICI PRUDENTIAL LIFE INSURANCE CO. LTD.

KEY RELATIONSHIP MANAGER
NEW DELHI
05.2018 - 02.2020
  • Month End Close process and financial review
  • Monitoring and internal controls
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Supervise financial/accounting staff
  • Plan activities to meet project deadlines
  • Prepare/analyze monthly reports
  • Investigated and resolved customer inquiries and complaints quickly.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Maintained up-to-date knowledge of product and service changes.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Quickly and accurately answered customer questions, suggested effective solutions and resolved issues to increase customer satisfaction 100%.
  • Increased efficiency and team productivity by promoting operational best practices.

Education

PGDM - FINANCE

Jagan Institute of Management Studies (JIMS),
NEW DELHI
06.2018

BACHELOR OF COMMERCE - COMMERCE

DELHI UNIVERSITY
DELHI
06.2016

High School Diploma -

GITARATTAN JINDAL PUBLIC SCHOOL
DELHI
06.2013

Skills

  • Yearly Reporting
  • Financial Recordkeeping
  • Creative Problem Solving
  • Accounts Payable
  • Relationship Building
  • Precision and Accuracy
  • Time Management
  • Customer Relations
  • QuickBooks
  • Database Record Keeping
  • Data Entry
  • CRM
  • Critical Thinking
  • Financial Management and Reporting
  • Corporate Partnerships
  • Effective Project Completion
  • Financial Calculation and Analysis
  • Investment Strategy
  • Document Coding and Classification
  • Client Confidentiality
  • Analyzing Finances
  • Financial Efficiency
  • High Net Worth Individuals Marketing
  • Financial Data Analyzation
  • Loan and Account Monitoring

Certification

• Microsoft Office(advance) Word, PowerPoint, Excel.

• Development Software: SQL (beginner's level)

Timeline

SR. WEALTH ADVISOR

FINTOO
07.2022 - Current

DEPUTY MANAGER

KOTAK MAHINDRA BANK
04.2021 - 07.2022

ICICI PRUDENTIAL LIFE INSURANCE CO. LTD.

KEY RELATIONSHIP MANAGER
05.2018 - 02.2020

PGDM - FINANCE

Jagan Institute of Management Studies (JIMS),

BACHELOR OF COMMERCE - COMMERCE

DELHI UNIVERSITY

High School Diploma -

GITARATTAN JINDAL PUBLIC SCHOOL

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