Kavitha P
Account Executive
Bangalore
Summary
Engaging Account Executive experienced in lead generation and customer issue resolution. Increased business opportunities through effective marketing strategies and strong communication skills. Focused on contributing to organizational growth and development.
Overview
1
1
Language
21
21
years of professional experience
3
3
years of post-secondary education
Work History
ACCOUNTS EXECUTIVE
Davanam Group
03.2021 - Current
- Serving as an accounts executive at Davanam Group in Bangalore for five years (since March 2021).
- Oversaw multiple accounts concurrently, while ensuring organization and prioritizing tasks effectively.
- Formulated comprehensive reports analyzing account performance data, delivering valuable insights for future strategy adjustments.
- Managing daily payment processes.
- Mentored junior staff on system operations, strengthening team knowledge and capability.
INSURANCE ADVISOR
KOTAK MAHINDRA
12.2018 - 11.2019
- Served as an insurance advisor at Kotak Mahindra in Bangalore for one year (2018 to 2019).
- Advised clients on insurance products to align with individual needs and financial goals.
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
Accountant
RANJEET SALES & SERVICES
01.2006 - 01.2010
- Worked as an accountant at Ranjeet Sales & Services - Hubli (authorized distributors for V-Guard and IGO products) for a period of four years (2006 to 2010).
- Authorized Distributors for V-Guard and IGO Products.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Implemented accounting software upgrades, improving data management and reporting capabilities across the department.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
Computer Operator Cum Office Assistance
PLUS DISTRIBUTORS
04.2005 - 04.2006
- Managed computer operations and supported office tasks at Plus Distributors in Hubli for one year (2005 to 2006).
- Managed and optimized computer systems for effective data processing and reporting.
- Mentored junior staff on system operations, elevating team knowledge and expertise.
- managed data spreadsheets across various systems
- Administered sales and purchase registers.
- petty cash records.
- Streamlined workflow through effective coordination with IT professionals on projects and tasks.
Education
Bachelor of Commerce - Graduate
S J M V S Women's College
Hubli, India 06.2001 - 05.2004
Skills
Financial account reconciliation
Financial analysis
Experience with Tally ERP 9
Microsoft Office proficiency
English Typing Junior 30 wpm
Internet Banking
Interests
Hobbies: Drawing, Painting & Cooking
DECLARATION
I hereby declare that the above-mentioned particulars are correct to the best of my knowledge. Place: Bangalore Date
Timeline
ACCOUNTS EXECUTIVE
Davanam Group
03.2021 - Current
INSURANCE ADVISOR
KOTAK MAHINDRA
12.2018 - 11.2019
Accountant
RANJEET SALES & SERVICES
01.2006 - 01.2010
Computer Operator Cum Office Assistance
PLUS DISTRIBUTORS
04.2005 - 04.2006
Bachelor of Commerce - Graduate
S J M V S Women's College
06.2001 - 05.2004