Pooja J M
Accounts Executive
Thiruvananthapuram
Summary
To achieve a challenging position in a professional organization through self - improvement by excelling in all responsibilities with sincere hard work, dedication & commitment. To work towards the development of the organization & grow with it.
Overview
6
6
years of professional experience
3
3
Languages
Work History
Relationship Manager - Business Banking Group
ICICI Bank Limited
Chennai
03.2023 - Current
- Collaborated with clients to identify key financial goals, leveraging market research and data analysis to formulate tailored solutions; achieved an average annual return for clients' investment portfolios
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Developed loyalty programs to reward and maintain customer retention.
- Structured and finalized secured and unsecured loans.
- Delivered exceptional experience and maintained productive relationships with area small businesses.
Accounts Executive
M/s. G S P U & Associates, Chartered Accountants
Trivandrum
06.2018 - 03.2023
- Worked with G S P U & Associates as an Accounts Executive with hands on Experience in Tally ERP (processing journal entries, invoices, month-end journals, reconciliations.), strong knowledge of GST & TDS, Income Tax compliance, excellent experience with invoicing, billing, and payment activities.
- Analyzed accounts for delinquencies and other ongoing issues.
- Utilized financial software to prepare consolidated financial statements.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked effectively in fast-paced environments.
- Proven ability to learn quickly and adapt to new situations.
- Applied effective time management techniques to meet tight deadlines.
- Excellent communication skills, both verbal and written.
- Self-motivated, with a strong sense of personal responsibility.
Education
Master of Commerce - Finance
Kerala University, School of Distance Education
Karyavattom, Thiruvananthapuram 07.2018 - 04.2020
Bachelor of Commerce - Commerce & Tax Procedures And Practice
Sree Narayana College of Advanced Studies
Chempazhanthy, Thiruvananthapuram 07.2015 - 04.2018
Board of Higher Secondary Examination - Commerce
Govt.Model Higher Secondary School For Girls
Pattom, Thiruvananthapuram 06.2013 - 03.2015
Secondary School Leaving Certificate (SSLC) -
ST. Mary's Higher Secondary School
Pattom, Thiruvananthapuram 03.2012 - 03.2013
Personal Information
- Date of Birth: 26.04.1997
- Nationality: Indian
- Marital Status: Single
Projects
A study on consumer satisfaction of Milma products in Thriuvananthapuram district.
Timeline
Relationship Manager - Business Banking Group
ICICI Bank Limited
03.2023 - Current
Master of Commerce - Finance
Kerala University, School of Distance Education
07.2018 - 04.2020
Accounts Executive
M/s. G S P U & Associates, Chartered Accountants
06.2018 - 03.2023
Bachelor of Commerce - Commerce & Tax Procedures And Practice
Sree Narayana College of Advanced Studies
07.2015 - 04.2018
Board of Higher Secondary Examination - Commerce
Govt.Model Higher Secondary School For Girls
06.2013 - 03.2015
Secondary School Leaving Certificate (SSLC) -
ST. Mary's Higher Secondary School
03.2012 - 03.2013