Nitin Bansal
Sonepat
Summary
With a proven track record at ICICI Bank, I excel in financial analysis and client relationship management, showcasing expertise in MS Excel and team leadership. My experience spans across audit, taxations, and banking solutions, achieving portfolio hygiene and cultivating lucrative client relationships through exceptional interpersonal skills.
Overview
6
6
years of professional experience
Work History
Deputy Manager II - SMEG-Solution Manager
ICICI Bank
Sonipat
03.2023 - Current
- Analyzed and examined the borrower through financial statements, CIBIL checks, and SMA reporting, etc., and implemented customized deals in working capital, term loans, and project finance.
- Engaged with multiple banking arrangements/consortia by developing relationships with different banks to reduce the risk. Coordinated with various internal teams (Credit, Transaction Banking, Legal team, etc.) to ensure proper delivery of services to clients.
- Managed the portfolio effectively through continuous monitoring of accounts, enhancements in renewals, retention, and ensuring portfolio hygiene with minimal open deferrals and covenants.
- Developed a superior working relationship with Branch Banking for cross-leveraging and synergy optimization, and worked within the overall bank ecosystem with other stakeholders.
- Developed and cultivated lucrative relationships with new clients through effective communication and exemplary interpersonal skills.
CA-Articleship
Mittal and Mittal Associates
New Delhi
11.2022 - 10.2023
- Company Overview: a well renowned and pioneered firm in the field of audit
- A well renowned and pioneered firm in the field of audit
- Filing of GST Returns (GSTR-1 and GSTR-3B) and Income Tax Returns, along with report preparation,
- Income tax reports and similar documents, such as TDS return and 15CA-CB.
- GST Audit Report and Return Filing, like GSTR-9, GSTR-9B.
- Statutory audit and the preparation of reports for various societies, trusts, proprietorships, firms, and private limited companies.
CA-Articleship
Karan Dawar and Co
New Delhi
09.2020 - 10.2022
- Company Overview: a well-renowned and pioneering firm in the field of audit.
- A well-renowned and pioneering firm in the field of audit.
- Performed physical verification of fixed assets and closing stock.
- Assisted clients in the consolidation and finalization of AS financial statements.
- Filing of GST Returns (GSTR-1 and GSTR-3B), Income Tax Returns, along with report preparation, Income Tax Reports, TDS Return, and 15CA-CB.
- GST Audit Report and Return Filing, like GSTR-9, GSTR-9B.
Assistant Manager
Tiwari Associates
New Delhi
01.2019 - 10.2021
- Company Overview: a well renowned and pioneered firm in the field of audit, Taxations
- A well-renowned and pioneering firm in the field of audit, taxations.
- Filling of GST Returns (GSTR-1 and GSTR-3B), Income Tax Returns, and report preparation, including Income Tax Reports and TDS Return, 15CA-CB.
- GST Audit Report and Return Filing, like GSTR-9, GSTR-9B.
- Statutory Audit and Along with Reports Preparation.
- Filing of GST Returns (GSTR-1 and GSTR-3B) and Income Tax Returns.
- Preparation of Net Worth Certificate for Various Entities.
- Company compliance and incorporation of Private Ltd, One Person Company, and LLP (like Form AOC-4, CHG-1, CHG-4). MGT-7).
Education
CA-FINAL -
ICAI
11.2022
CA- INTERMEDIATE -
ICAI
11.2018
BCOM -
SOL (Delhi University)
01.2018
COMMON PROFICIENCY TEST (CPT) -
ICAI
06.2013
SENIOR SECONDARY EDUCATION -
HBSE
01.2012
HIGHER SECONDARY EDUCATION -
HBSE
01.2010
Skills
- MS Excel
- MS Word
- MS PowerPoint
- Tally ERP
- Tally Prime
- Busy
- Task delegation
- Sales and marketing
- Budgeting and finance
- Customer relations
- Performance reviewing
- Team building
- Team leadership
Accomplishments
- Independently managed large assignments and received client appreciation on several projects.
- I actively took part in many co-curricular activities at the school and society level.
Languages
- English
- Hindi
Personal Information
Date of Birth: 01/20/95
Timeline
Deputy Manager II - SMEG-Solution Manager
ICICI Bank
03.2023 - Current
CA-Articleship
Mittal and Mittal Associates
11.2022 - 10.2023
CA-Articleship
Karan Dawar and Co
09.2020 - 10.2022
Assistant Manager
Tiwari Associates
01.2019 - 10.2021
CA-FINAL -
ICAI
CA- INTERMEDIATE -
ICAI
BCOM -
SOL (Delhi University)
COMMON PROFICIENCY TEST (CPT) -
ICAI
SENIOR SECONDARY EDUCATION -
HBSE
HIGHER SECONDARY EDUCATION -
HBSE
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