Summary
Overview
Work History
Education
Skills
Timeline
Generic

Bhadresh Prajapati

Mahesana

Summary

Dynamic finance professional with a proven track record at Kotak Securities, excelling in client relationship management and stock market analysis. Adept at leveraging Tally software for precise financial reporting and account reconciliation. Committed to driving revenue through strategic sales initiatives while fostering strong client connections.

Overview

5
5
years of professional experience

Work History

Assistant Manager

kotak securities
Mahesana
03.2024 - Current
  • A Stock Market Salesperson is responsible for driving revenue by selling financial products or services related to the stock market, such as stocks, bonds, mutual funds, and other investment instruments.
  • This role involves building relationships with clients, providing market insights, and executing sales strategies to achieve targets.
  • Develop and maintain strong relationships with both new and existing clients.

Internship Student

Adani Ports & SEZ Ltd.
Surat
08.2023 - 10.2023

Accountant

C.A Parth Shah & Co.
Ahmedabad
06.2020 - 07.2022
  • Managed financial records and general ledger entries for multiple clients.
  • Prepared monthly financial statements and reports for client review.
  • Created journal entries accurately and timely for month end close processes.
  • Reported on financial results including balance sheets, income statements, cash flow statements.
  • Completed day-to-day duties accurately and efficiently.
  • Managed financial records using Tally software for accurate reporting.
  • Reviewed and reconciled bank statements to maintain account accuracy.
  • Managed daily operations related to accounts receivable and payable using Tally Prime software.

Education

MBA - Banking And Finance

Parul University
Vadodara
05-2024

B.Com - Accounting

HNGU University
Patan
05-2022

Skills

  • Financial reporting
  • Client relationship management
  • Stock market analysis
  • Sales strategy development
  • Tally software management
  • Account reconciliation

Timeline

Assistant Manager

kotak securities
03.2024 - Current

Internship Student

Adani Ports & SEZ Ltd.
08.2023 - 10.2023

Accountant

C.A Parth Shah & Co.
06.2020 - 07.2022

MBA - Banking And Finance

Parul University

B.Com - Accounting

HNGU University
Bhadresh Prajapati