Bageshree Surya Shetye
Sancoale
Summary
Highly skilled in both operations and sales with broad experience managing financial records, conducting audits and ensuring compliance while managing client relationships with excellent problem solving and planning abilities.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Acquisition Manager
IDFC FIRST BANK LTD
GOA
10.2022 - 01.2025
- Developed and implemented strategies to acquire new customers.
- Analyzed customer data to determine customer needs and preferences.
- Conducted market research to identify potential acquisition targets.
- Established relationships with key clients, while maintaining existing customer base.
- Created and presented monthly reports to management on sales performance.
- Cultivated relationships with existing customers to encourage repeat business.
Personal Banker
HDFC BANK LTD
05.2019 - 09.2022
- Supervising all Non-Cash transactions like DD/MC, fund transfer etc
- Penetration of Saving Accounts on non-liability customers
- Lobby Management
- Resolution of customer queries/complaints
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Recognized opportunities for cross-selling additional banking products or services.
- Maintained accurate records of all transactions conducted throughout the day.
- Reviewed existing accounts for accuracy of information and compliance with regulations.
Accountant
Integrated Sealand Services Private Limited
03.2017 - 04.2019
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
- Assisted in the preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
- Reported on financial results including balance sheets, income statements, cash flow statements.
- Performed general ledger reconciliations on a timely basis.
- Coordinated with external auditors during the annual audit process by providing requested documents and responding to inquiries in a timely manner.
- Managed accounts payable and receivable, improving cash flow management.
Audit Assistant
A.G. Dalvi and Company
01.2017 - 02.2017
- Participated in meetings with clients to discuss audit results and recommendations for improvement.
- Prepared detailed schedules for auditing purposes, such as revenue and expense accounts or inventory items.
- Performed financial analysis to identify discrepancies in accounting data and created reports to document findings.
- Drafted summary memos describing audit findings, conclusions, and recommendations for management review.
- Collaborated with other members of the team in order to complete assigned tasks efficiently.
- Assisted with the preparation of audit working papers, including gathering supporting documentation for testing purposes.
Sales Executive
Sada Urban Cooperative Credit Society Ltd
05.2016 - 12.2016
- Customer service - handling customer queries and requests
- Sales and services of all kinds of retail assets at the branch
- Handling inventories and cash deposits and payments
- Generated reports to summarize sales performance metrics and present findings to management team.
Education
M.COM -
Goa University
05-2016
B.COM -
MES College of Arts And Commerce
05-2014
12th -
Deepvihar Higher Secondary School
05-2011
10th -
Murgaon High School
05-2009
Skills
- MS office
- Auditing
- Bookkeeping
- Data analysis
- Account reconciliation
- Bank reconciliation
- Complaint resolution
- Active listening
- Customer consulting
- Problem-solving
Languages
English, Hindi, Konkani, Marathi
Hobbies and Interests
- Listening to music
- Traveling
- Reading books
Personal Information
- Place of Birth: Goa
- Father's Name: Surya Shetye
- Date of Birth: 08/04/94
- Gender: Female
- Marital Status: Single
- Religion: Hindu
Accomplishments
- Participated and won various sales contests and drives organised by the company.
- Gained reputation for earning monthly sales target.
- Mentored and trained new employees resulting in an improved onboarding process.
Certification
- Certified in Accounts Management with TALLY ERP 9
- Certified with a Diploma in Computer Management and Accounting
Timeline
Acquisition Manager
IDFC FIRST BANK LTD
10.2022 - 01.2025
Personal Banker
HDFC BANK LTD
05.2019 - 09.2022
Accountant
Integrated Sealand Services Private Limited
03.2017 - 04.2019
Audit Assistant
A.G. Dalvi and Company
01.2017 - 02.2017
Sales Executive
Sada Urban Cooperative Credit Society Ltd
05.2016 - 12.2016
- Certified in Accounts Management with TALLY ERP 9
- Certified with a Diploma in Computer Management and Accounting
M.COM -
Goa University
B.COM -
MES College of Arts And Commerce
12th -
Deepvihar Higher Secondary School
10th -
Murgaon High School
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