PAYAL DAHINSARIYA
Ahmedabad
Summary
Results-oriented Junior Account Executive specializing in client account management and cross-functional collaboration. Expertise in Achievements include significant portfolio growth and increased revenue.
Overview
11
11
years of professional experience
Work History
Jr Account Executive
Peliswan Implex Pvt Ltd
Ahmedabad
03.2025 - Current
- Ensured timely submission of GST and TDS filings, maintaining regulatory compliance.
- Streamlined tax documentation for comprehensive financial records during audits.
- Utilized e-Invoicing solutions to enhance billing processes and boost financial transparency.
- Demonstrated proficiency in accounting software, including Tally and Zoho Books.
- Leveraged MS Excel for thorough data analysis and accurate financial reporting.
- Applied analytical thinking to optimize financial processes and resolve complex challenges.
- Executed effective problem-solving strategies to tackle intricate accounting issues.
- Adapted quickly to learn and implement new skills in a dynamic environment.
Assistant Manager Banking & Operations
Axis Bank
Jamnagar
06.2021 - 02.2024
- Heading a team of 5+ representatives with full accountability of all Operations initiatives.
- Retail Banking Transactions, KYC Operations, Forex Transactions, FD Management.
- Managing Retail Banking transactions.
- Managing the entire gamut of Branch Operations involving verification of Customer KYC, Daily cash Positions, maintenance of cash balances within the cash retention limit of the branch and disposal of cash to other banks.
- Intimating shortfall in account balance to customer to avoid return of cheques, Managing the Customers Funds through various investments like FD, Mutual Funds SIP.
- Handling Retail Forex Transactions, Outward, Inward Remittance, Learning Trade Forex.
- Executing front-office operations such as issuing cheque books, pass books & account statements, FD creation, renewal & closures, savings & current accounts opening & transfer, pay order verification, so on.
- Building & maintaining relationships with HNIs and Corporate clients, resolved customer's queries with respect to opening, maintenance & closure of their accounts; maximizing customer satisfaction levels.
Agency Manager
Bharti Axa life Insurance
Jamnagar
09.2020 - 05.2021
- Heading a team of 3+ representatives' full accountability of all marketing initiatives.
- Managed sales of Agency Insurance services.
- Managing Branch Operations of Agency insurance Services.
- Managing Customer relation for KYC Agency insurance Services.
- Managing All Sales target with 3+ representatives to meet all targets.
- Team leading with problem solving & team building attitude.
Associate Financial Services Manager
ICICI Prudential life Insurance
Jamnagar
07.2017 - 08.2020
- Increased sales Significantly in 1 year resulting Branch sales growth by 20%.
- Managed sales of all Banca Insurance services.
- Developed the strategy and roadmap to meet up Branch expansion.
Junior Accountant
Chayya Industries
Jamnagar
07.2014 - 05.2017
- Developed the skill by learning Company Accounting, Fund management Customer Relationship management.
- Generating Payable and liability sheet and submitting the reports.
- Developed my MS Office Skills set and different software like Telly & ERP.
- Updating Accounts receivables & generation of payment Advice.
- Prepare and submit weekly & monthly financial reports.
Education
MBA - Marketing Management
JVIMS
Jamnagar01.2014
BBA -
Saurashtra University
01.2012
MBA - Finance
Indira Gandhi National Open University
AhmedabadSkills
- Multitasking
- Accounting software
- E-invoicing solutions
- Problem solving
- Team collaboration
- Positive mindset
- Critical thinking
- Effective communication
- Quality management
- MS Office suite
- Telecommunication systems
- SAP FICO (beginner)
- Banking operations
- Branch operations
- Forex operations
- Accounting principles
- Financial reporting
- Invoice and payment processing
- Investment banking services
- Branch banking operations
- Business banking solutions
- RTGS/NEFT transactions
- Front desk management
- Forex transactions handling
- Account opening procedures
- Funds management strategies
- Cash on delivery and fund transfers
- Core banking solutions (CBS)
- Internal audit and compliance practices
- Retail banking expertise
Disclaimer
I declare that the data given above is true to the best of my knowledge.
Languages
Gujarati
First Language
Hindi
Proficient (C2)
C2
English
Elementary (A2)
A2
Timeline
Jr Account Executive
Peliswan Implex Pvt Ltd
03.2025 - Current
Assistant Manager Banking & Operations
Axis Bank
06.2021 - 02.2024
Agency Manager
Bharti Axa life Insurance
09.2020 - 05.2021
Associate Financial Services Manager
ICICI Prudential life Insurance
07.2017 - 08.2020
Junior Accountant
Chayya Industries
07.2014 - 05.2017
MBA - Marketing Management
JVIMS
BBA -
Saurashtra University
MBA - Finance
Indira Gandhi National Open University
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