Mahesh Palisetty
Summary
Strategic in financial management, thrive on maximizing productivity and efficiency in task completion. Skilled in budgeting, risk assessment, and strategic planning. Excel at communication, problem-solving, and leadership, ensuring seamless operations and team synergy.
Versatile professional adept in financial analysis, audit support, account reconciliations and collections. Proficient in preparing financial statements, monitoring controls and completing closings. Highly detail-oriented, proactive, and diligent.
Overview
2025
2025
years of professional experience
1
1
Certification
Work History
Relationship Manager
ICICI Bank Ltd.
Visakhapatnam
01.2024 - Current
- - Managed a portfolio of high-value clients, offering personalized home loan solutions.
- - Conducted financial assessments to provide tailored loan products for clients.
- - Cross-sold banking products like credit cards and savings accounts, enhancing customer value.
Income Tax Practitioner
Sanjeev & Co.
Srikakulam
- - Calculated and filed income tax returns for individuals and corporations.
- - Prepared tax audits and handled digital signatures for clients.
- - Provided expert tax advisory services and managed daily accounting tasks.
Education
Post Graduate Diploma in Banking and Finance - Banking And Finance
Manipal University
Bangalore, Karnataka09-2024
Bachelor of Commerce (B. Com) -
Gitam University
Visakhapatnam, Andhra Pradesh07-2022
Intermediate -
Narayana Junior College
Srikakulam, Andhra Pradesh04-2015
S. S. C. -
Little J.K. Public School
Srikakulam, Andhra Pradesh04-2013
Skills
- Problem-Solving and Decision-Making
- Time Management and Multitasking
- Financial Analysis and Risk Assessment
- Technical Skills: Accountancy using Tally ERP 9, Handling of Taxation Spectrum Software
Certification
- Post Graduate Diploma in Banking and Finance, 09/2024
- IRDAI Certification (Insurance), 05/2024
- NISM Series-V-A: Mutual Fund Distributors Certification, 10/2023
- Post Graduate Diploma in Computer Applications, 01/2019
Personal Information
- Date of Birth: 06/02/1998
- Gender: Male
- Nationality: Indian
- Marital Status: Single
Languages
Telugu
First Language
English
Proficient
C2
Disclaimer
I hereby declare that the above information is true and correct to the best of my knowledge and belief.
Timeline
Relationship Manager
ICICI Bank Ltd.
01.2024 - Current
Income Tax Practitioner
Sanjeev & Co.
Post Graduate Diploma in Banking and Finance - Banking And Finance
Manipal University
Bachelor of Commerce (B. Com) -
Gitam University
Intermediate -
Narayana Junior College
S. S. C. -
Little J.K. Public School