Nandini Patel
Ahmedabad
Summary
To build a successful finance career by applying my academic foundation and passion for finance. I aim to contribute expertise in financial analysis, investments, and risk management to drive growth in a reputable organization, while seeking opportunities for professional development and staying updated on industry trends.
Overview
1
1
year of professional experience
Work History
Back Office Executive at
Bajaj Finserv
Ahmedabad
07.2024 - Current
- Managed customer accounts and tracked invoices.
- Managed and optimized database systems for tracking customer information and sales activity.
- Organized documents related to customer accounts for easy retrieval when needed.
- Reviewed all incoming emails from customers, responded appropriately and escalated complex queries where necessary.
Finance Intern at
Motilal Oswal Finance Services
Ahmedabad
08.2023 - 09.2023
- Managed accounts payable and receivable activities including invoice processing, payments reconciliation.
- Maintained accurate records of all KYC documentation and analysis results.
- Identified customer risk levels based on established criteria.
- Verified customer identity using public records, financial databases, and other resources.
- Developed financial models to analyze and assess the performance of investments.
- Participated in regular training sessions to stay up-to-date on industry trends.
Education
MASTER OF BUSINESS ADMINISTRATION (FINANCE) -
SOM-LALIT INSTITUTE OF BUSINESS MANAGEMENT
03-2024
BACHELOR OF COMMERCE (ACCOUNTS) -
Shree Narayana Collage Of Commerce
03-2022
HSC (CLASS 12) (COMMERCE) -
Muktajivan Higher Secondary School
03-2019
SSC (CLASS 10) -
Durga High School
03-2017
Skills
- Microsoft Office (MS Excel, MS PowerPoint, MS Word)
- Time management
- Project management
- Problem Solving
- Billing support
- Records Management
- Data Management
- Accounts Receivable
- Data Evaluation
- Client Relations
- Deadline Adherence
- Accounting standards understanding
Languages
Gujarati
First Language
English
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
Timeline
Back Office Executive at
Bajaj Finserv
07.2024 - Current
Finance Intern at
Motilal Oswal Finance Services
08.2023 - 09.2023
MASTER OF BUSINESS ADMINISTRATION (FINANCE) -
SOM-LALIT INSTITUTE OF BUSINESS MANAGEMENT
BACHELOR OF COMMERCE (ACCOUNTS) -
Shree Narayana Collage Of Commerce
HSC (CLASS 12) (COMMERCE) -
Muktajivan Higher Secondary School
SSC (CLASS 10) -
Durga High School
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