MADHU KUMARI
Delhi
Summary
Account Executive and CRM Coordinator at Vipin Sharma & Associates, proficient in ERP software and customer relationship management. Increased client retention rates through targeted engagement campaigns. Expertise in financial reporting and conflict resolution, building strong client relationships to drive business growth.
Overview
3
3
years of professional experience
Work History
Account Executive & CRM Coordinator
Vipin Sharma & Associates
New Delhi
02.2023 - Current
- Assisted in preparing monthly financial reports, schedules, and supporting documents.
- Reviewed, documented, and summarized accounts and transactions.
- Helped maintain the general ledger, and ensured the accuracy of entries.
- Supported the upkeep of subsidiary ledgers for fixed assets and other accounts.
- Assisted in managing the accounts payable function, ensuring timely posting of vendor invoices.
- Performed monthly bank reconciliations and resolved discrepancies using Tally ERP 9.
- Gained exposure to audit support and compliance documentation.
- Coordinated customer relationship management strategies to enhance client engagement.
- Maintained CRM database accuracy and integrity for effective data analysis.
- Resolved customer complaints regarding sales service.
- Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
- Managed contact lists and mailing campaigns with the CRM system.
- Maintained accurate records of customer interactions and transactions in the CRM system.
- Coordinated communication between clients and internal teams for project clarity.
- Monitored account performance, addressing client concerns promptly and effectively.
- Maintained accurate records of all clients using CRM software systems.
- Provided timely customer service support to resolve any issues quickly and efficiently.
- Cultivated relationships with key decision makers through regular client visits and follow-up calls.
- Analyzed customer data to develop targeted campaigns that increased customer loyalty and retention rates.
- Performed product demos at conferences, meetings, or other venues as necessary.
- Analyzed customer feedback to identify trends and improve service delivery.
- Developed process flows for efficient handling of customer inquiries across multiple channels such as phone, email, chatbot.
- Identified needs of customers promptly and efficiently.
Education
Master of Arts -
Indira Gandhi National Open University
New Delhi01.2022
Diploma in E-Accounting -
Indian Institute of Computer Science
New Delhi01.2021
Bachelor of Arts -
University of Delhi
New Delhi01.2019
Skills
- ERP software expertise
- Bookkeeping and reconciliation
- Sales and purchasing management
- Financial reporting
- General ledger oversight
- Subsidiary ledger management
- Customer relationship management
- CRM analytics proficiency
- Bank reconciliation and accounts payable
- Microsoft Office proficiency
- Data accuracy and time management
- Collaborative teamwork and adaptability
- Analytical reasoning and problem-solving
- Client relations management
- Conflict resolution strategies
- Service coordination
Disclaimer
I hereby declare that all the information furnished above is true to the best of my knowledge.
Projects And Training
- E-Accounting practical training, worked on simulated accounts, including GST return filing, and financial statement preparation
- MS Excel practice projects, created pivot tables, performed VLOOKUP, and automated basic accounting reports for training assignments
- Accounting software practice, hands-on use of Busy, and Tally ERP 9 for bookkeeping, ledger creation, and reconciliation exercises
- Attended training from Udemy for CRM Fundamentals
Languages
English
Advanced (C1)
C1
Hindi
Proficient (C2)
C2
Timeline
Account Executive & CRM Coordinator
Vipin Sharma & Associates
02.2023 - Current
Master of Arts -
Indira Gandhi National Open University
Diploma in E-Accounting -
Indian Institute of Computer Science
Bachelor of Arts -
University of Delhi