Arun Shetty
Relationship Manager
Mumbai
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 5 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
15
15
years of professional experience
3
3
Certificates
Work History
Relationship Manager
C2FO
12.2018 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Business to Business(B2B) sales for the financial technology platform
- Cash Management Strategies
- Help supplies minimizing their liabilities from banks, debtors etc. by providing funding services through C2FO.
- Research analysis - clients
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
Senior Accountant
Bombay Rayon Fashion Ltd
06.2013 - 05.2018
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Completed year-end closing processes with controllers and external auditors.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Prepared monthly journal entries and reconciliations.
- Updated general ledger with latest entries.
- Compile budget data and documents, based on estimated revenues and expenses and previous budgets.
- Monitor status of loans and accounts to ensure that payments are up to date.
- Operate computers programmed with accounting software to record, store, and analyze information.
- Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
- Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
- Prepare trial balances of books.
- Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
- Reviewed budgets and communicated discrepancies to senior management.
Accountant
Shagoon Packaging Pvt Ltd
01.2012 - 11.2012
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Export & Import Documentation, Preparing daily production report, Preparing Monthly Stocks Statements, Bank Reconciliation & other banking work, TDS & other related work.
Accountant
Gaurang B Shah & Co.
06.2010 - 03.2011
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
- Check tax forms to verify that names and taxpayer identification numbers are correct, that computations have been performed correctly, or that amounts match those on supporting documentation.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
Sales Advisor
ICICI Prodential Life Insurance
08.2008 - 11.2009
- Increased sales by offering advice on purchases and promoting additional products.
- Listened to customer details and offered matching solutions to meet wide range of requirements.
- Maintained current knowledge of applicable sales and product changes in order to provide best possible service for all customer needs.
- Scheduled appointments and managed master calendar.
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
- Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
- Calculate premiums and establish payment method.
- Perform administrative tasks, such as maintaining records and handling policy renewals.
- Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts
- Responded to in-person and telephone requests for information about company offerings.
Education
Post Graduation Diploma in Finance - Finance
Welingkar Institute
Mumbai 04.2001 -
Bachelor of Commerce (Banking & Insurance) - Banking And Financial Support Services
K.M.College of Commerce
Mumbai 04.2001 -
HSC -
Tarapur Vidhya Mandir
Mumbai 04.2001 -
SSC -
Shri Vidhya English Medium School
Mumbai 04.2001 -
Skills
Sales Reporting
Customer Portfolio Management
Relationship Management
Requirements Determination
Business Relationship Cultivation
Value Selling
Loans
Certification
Completed Corporate Financial Analyst Programme conducted by Vskills Certified
Timeline
Relationship Manager
C2FO
12.2018 - Current
Senior Accountant
Bombay Rayon Fashion Ltd
06.2013 - 05.2018
Accountant
Shagoon Packaging Pvt Ltd
01.2012 - 11.2012
Accountant
Gaurang B Shah & Co.
06.2010 - 03.2011
Sales Advisor
ICICI Prodential Life Insurance
08.2008 - 11.2009
Post Graduation Diploma in Finance - Finance
Welingkar Institute
04.2001 -
Bachelor of Commerce (Banking & Insurance) - Banking And Financial Support Services
K.M.College of Commerce
04.2001 -
HSC -
Tarapur Vidhya Mandir
04.2001 -
SSC -
Shri Vidhya English Medium School
04.2001 -