Aditi Thakur

• Developed strong partnerships with other businesses to allow for collaboration and more significant opportunities for growth.
• Established a successful business by identifying market needs and developing innovative solutions.
• Implemented efficient operational processes to optimize productivity and resource allocation.
• Created organization's mission and vision statements for use by employees.
• Ensured compliance with industry regulations while maintaining ethical business practices at all times.

Experienced Assistant Accountant with a strong grasp of BRS preparation, balance sheet reconciliation, and coordinating payment sign-offs. Efficient in supporting finance operations and ensuring accuracy in reporting and compliance. Skilled in maintaining accurate financial records, assisting with month-end closing processes, and collaborating with cross-functional teams to ensure timely and compliant financial operations. A reliable team player within the finance department, committed to accuracy, efficiency, and process improvement.

Detail-focused Policy Operations professional with experience in creating journal lines (JLs) for suspense accounts, processing journal entries, handling account reconciliations, and supporting payment operations. Adept at ensuring financial accuracy and supporting backend policy accounting processes.

• Followed-through on all critical inter-departmental escalations to increase customer retention rates.
• Reached out to customers after completed sales to suggest additional service or product purchases and inquire about needs or concerns.
• Maintained up-to-date knowledge of product and service changes.
• Recommended products to customers, thoroughly explaining details.
• Work Experience: Handling inbound calls, Cross selling & up selling, Brand promotion, Behavioral & Communication trainings, Team Management; Preparation and review of US Corporate Federals, State & Unitary Tax returns, Consolidated Tax returns, International forms, Internal & External Client & Customers Interactions.

• Responsible to provide Commercial Insurance Solutions to small & medium scale businesses within New Zealand, promoting both direct Insurance (AMI & State) and partner banking brands like ASB, Westpac, BNZ's Insurance to achieve sales targets & customer satisfaction.
• Role included Business Insurance Consulting, providing insurance solutions as per customer needs, upselling and educating customer on existing coverage.
• Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
• Acted as a 2IC/Senior, provided training, support and guidance to new hires.
• Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales.
• Collected premiums on or before effective date of coverage.
• Carried out day-to-day duties accurately and efficiently.
• Resolved conflicts and negotiated mutually beneficial agreements between parties.

• Responsibilities: Catering to customer's personal insurance needs and providing solutions effectively, Consultative sales, building rapport, providing solutions based on customer's needs.
• Role involved bringing new business to our company, consulting and retaining existing customers by providing rapid response to their insurance related queries and acknowledging them professionally.
• Engaged with customers to effectively build rapport and lasting relationships.
• Implemented up-selling strategies such as recommending accessories and complementary purchases to boost revenue.

• Researching markets to identify opportunities for events; Liaising with clients to ascertain their precise event requirements; Producing detailed proposals for events (e.g Timelines, venues, suppliers, legal obligations, staffing and budgets); Securing and booking a suitable venue or location; Coordinating staffing requirements and staff briefings; Selling sponsorship/stand/exhibition space to potential exhibitors/partners; Coordinating suppliers, handling client queries and troubleshooting on the day of the event to ensure that all runs smoothly.

• Marketing & Communications/ Counseling & Career Planning
• Roles & Responsibilities: Brand promotion, Sales/Marketing Strategies, Organizing Marketing Campaigns, Presentation on University's Courses and Conduct; Handling queries (Inbound), Counseling over calls/ in person; Behavioral, Telephone Etiquette's and Accent Training for Tele-callers and Counselors.
• Worked as founding member of Kalinga University in Raipur, was praised and rewarded by the Director for my contribution towards building the foundation of the university and getting first few admissions.

• Preparation and review for US Corporate Tax Returns under US Business Tax Services, Organizing/Importing financial data from clients using tax software like OneSource, Go System, CorpTax; Also preparing International State forms for corporate tax filings; Managing Internal interactions within the US office and Indian project team.

• Worked under US Global Compliance and Reporting based on EY's global model to complete timely and accurate tax returns.
• Organizing/ Importing financial data from clients using tax software like OneSource, Go System, CorpTax; Preparation of corporate tax returns under US Business Tax Compliance, also preparing International State forms for corporate tax filings.