Summary
Overview
Work History
Education
Skills
Software
Certification
Timeline
AssistantManager
NISHIT PATEL

NISHIT PATEL

TREASURY CLERK
SURAT

Summary

Government Securities Purchase and sales back office work,Day to day maintain Liquidity ratio,manage Fixed deposit with other bank,Investment in mutual funds and government bonds,also Prepare Monthly,Quarterly,Yearly Reports. and Engage all type of retail banking work.

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Experienced fund management professional with team-oriented nature and capability to manage assets, promote investor relations and assess fund performance. Talented listener, analyzer and problem-solver with people-first approach. Successful at steering financial plans, building policies and monitoring regulatory issues. Proactive investment with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.


Overview

10
10
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
1
1
Language

Work History

Treasury Clerk

THE SUTEX CO-OPERATIVE BANK LTD
SURAT
10.2013 - Current
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Compiled budget figures by reviewing past budgets, evaluating estimated income, and assessing expenses.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Tracked financial progress by creating quarterly and yearly balance sheets.

Education

MBA - Finance

GUJARAT TECHNOLOGICAL UNIVERSITY
AHMEDABAD,INDIA
05.2021 - 05.2023

BBA - Accounting And Finance

SARDAR PATEL UNIVERSITY
V.V.NAGAR,ANAND.INDIA
05.2007 - 05.2010

Skills

    Month-end reports

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Software

COMPUTER SKILLS,MS OFFICE,GOOGLE DRIVE,

Certification

EMPLOYEE WELFARE MEASURE AT KRIBHCO,SURAT,INDIA

Timeline

MBA - Finance

GUJARAT TECHNOLOGICAL UNIVERSITY
05.2021 - 05.2023

Treasury Clerk

THE SUTEX CO-OPERATIVE BANK LTD
10.2013 - Current

EMPLOYEE WELFARE MEASURE AT KRIBHCO,SURAT,INDIA

08-2012

COMSUMER SURVEY OF AMUL POUCH MILK AT AMUL,ANAND,INDIA

09-2010

BASIC GENERAL ACCOUNITIN TRAININIG AT MARRY GOLD PAINT PVT LTD,ANAND,INDIA

07-2008

BBA - Accounting And Finance

SARDAR PATEL UNIVERSITY
05.2007 - 05.2010
NISHIT PATELTREASURY CLERK