Tally ERP
Nikhitha Priyamvada Kasimahanthi
Relationship Manager
Visakhapatnam
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
7
7
years of professional experience
7
7
years of post-secondary education
Work History
Relationship Manager(Deputy Manager)
HDFC BANK LTD- Business Banking Group
8 2023 - Current
- Observation and analysis of client’s financial statements to make informed decisions on loan sanctions, resulting in improved loan portfolio performance and client satisfaction
- Collaborating with internal teams such as credit, operations, and compliance to ensure smooth and efficient processing of clients transactions
- Identifying and developing new business opportunities with existing and potential clients by understanding their financial needs and providing financial solutions
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Created and maintained databases to track customer discussions and preferences for accurate, updated records.
Asst Finance Manager
GIANT ENGINEERING AND CONSTRUCTION INDIA PVT LTD
2022.01 - 2022.06
- Preparation and compilation of financial statements
- Financial Reporting and Analysis
- Compliance with Statutory Provisions
- Ensured accurate payroll processing, adhering to all applicable labor laws and regulations.
- Participated in cross-functional projects aimed at improving overall business operations, drawing upon expertise in invoice management to offer valuable insights and recommendations.
- Execution of financial & operational reconciliations
- Resolving accounting discrepancies and irregularities
- Analyze financial information and summarize financial status of the organization
- Calculating and deducting TDS for employees of the organization
- Complying with Direct and Indirect Taxation laws
Audit Executive
RGM & Associates, Chartered Accountants
2020.12 - 2021.12
- Preparing audit programs in consultation with client
- Responsible for maintenance of books of accounts of the clients
- Assist with tax audits and tax returns
- Performing various statutory audits
Article Assistant
Raju & Co
2017.10 - 2020.10
- Lead statutory audits for small and medium companies (Around 20 Companies per year)
- Handled income tax computations for high net worth individuals, NRI and Capital Gain taxation matters
- Specific management assignment to resolve ambiguities in MIS reporting and profitability
- Handled ROC Compliances for Small and Medium Companies
Education
B.com - Commerce
Andhra University
Visakhapatnam, India 2017.04 - 2019.05
CA - Commerce
IPCC ICAI
New Delhi 2016.06 - 2019.01
ICMAI - COSTING
ICMAI INTER
New Delhi, India 2018.06 - 2020.06
Skills
Accounting Knowledge (Financial statement analysis, accounting treatments)
Accounts Payable
Reconciliation & Ratioanalysis
Knowledge on Direct and Indirect Taxation
Assisting in company matters and tax laws
Preparation of MIS reports and submit to the management
Payroll Management
Key Projects
- Statutory audit of Andhra Bank
- Stock audits for ICICI bank
Software
MS Office (MS Word & Excel)
Laser soft & Flex cube (Banking software)
Languages
English, Telugu & Hindi
Timeline
Asst Finance Manager
GIANT ENGINEERING AND CONSTRUCTION INDIA PVT LTD
2022.01 - 2022.06
Audit Executive
RGM & Associates, Chartered Accountants
2020.12 - 2021.12
ICMAI - COSTING
ICMAI INTER
2018.06 - 2020.06
Article Assistant
Raju & Co
2017.10 - 2020.10
B.com - Commerce
Andhra University
2017.04 - 2019.05
CA - Commerce
IPCC ICAI
2016.06 - 2019.01
Relationship Manager(Deputy Manager)
HDFC BANK LTD- Business Banking Group
8 2023 - Current
Similar Profiles
Ravindra Pratap SinghRavindra Pratap Singh
Regional Head - Investment Analytics at HDFC Bank - Private Banking Group (PBG)Regional Head - Investment Analytics at HDFC Bank - Private Banking Group (PBG)
SANTOSH SHETSANTOSH SHET
Senior Manager (Preferred) at HDFC Bank -Retail BankingSenior Manager (Preferred) at HDFC Bank -Retail Banking
Joshua TapiaJoshua Tapia
Treasury Management Specialist at Mission Valley Bank - Business Banking, Personal Banking & FinancingTreasury Management Specialist at Mission Valley Bank - Business Banking, Personal Banking & Financing