PRIYA GUPTA
Jaipur
Overview
4
4
years of professional experience
Work History
Relationship Manager – Business Banking Group
ICICI Bank Limited
02.2025 - Current
- Managed portfolio of RS. 300 Mn, overseeing the lifecycle of business credit operations from Client onboarding to disbursement.
- Performed Market gap analysis using Power BI, identifying high conversion leads that surpassed central database performance.
- Conducted preliminary risk analysis in compliance with RBI guidelines, contributing to 0% default rate.
Article Assistant
RM Kothari & Co.
Jaipur
10.2021 - 10.2024
- Company Overview: Renowned CA firm for the last 40 years, engaged in offering a wide range of services
- Conducted Statutory audit of corporate clients in various sectors and prepared Financial Statement & Audit Reports including compliance with CARO 2020.
- Executed statutory audit on ERP systems, including site visits and analysis of financial statements, single handedly as well as in a team.
- Prepared and filed multiple income tax returns of Corporates, Partnership Firms, Individuals and Trusts, etc. (Form ITR-1 to ITR-7)
- Preparation of Various Forms like Form 26QB, Form 29B (MAT u/s 115JB) and Tax Audit u/s 44AB (Form 3CA-CD and Form 3CB-CD).
- Handled quality review assignment and compliance and check GST profile and internal controls.
- Valuation Of Buildings and Verify Risk Management and Extensive Checking of The Internal Control Systems.
- Loan Department (Credit Risk Management) Revenue Leakage, Inland Bank Guarantee (BG), Letter of Credit (LC), Cash Management and Physical verification, CMA Data, KYC Documents, Compliance of NPA Norm, Forex, Stock Audit, Credit Audit.
- Renowned CA firm for the last 40 years, engaged in offering a wide range of services
Education
CA Final -
The Institute of Chartered Accountants of India
11.2024
CA Intermediate -
05.2022
B. Com -
Kanoria PG Mahila Mahavidyalaya
Jaipur, Rajasthan01.2021
CA Foundation -
11.2018
Class 12th - CBSE
Ryan Inter. School
Jaipur, Rajasthan01.2018
Class 10th - CBSE
01.2016
Skills
- Financial Analysis
- MS-Office
- MS Excel
- Tally- ERP
- SAP
- Power BI
- CompuTax
- Finacle
- Bancslink
- Ethics
- AI
- Good executor
- Innovative thinking
- Smart working
- Time Management
- Empathetic
Extracurricular Activities
Extempore, Essay writing, dance competitions, debates and other cultural programs. Volunteer in blood donation camp and plantation drive organized by ICAI on occasion of CA Day. Best Presentation in GMCS Session organized by ICAI, Jaipur
Languages
- English, Proficient
- Hindi, Native or Bilingual Proficiency
Personal Information
Date of Birth: 05/08/00
Timeline
Relationship Manager – Business Banking Group
ICICI Bank Limited
02.2025 - Current
Article Assistant
RM Kothari & Co.
10.2021 - 10.2024
CA Final -
The Institute of Chartered Accountants of India
CA Intermediate -
B. Com -
Kanoria PG Mahila Mahavidyalaya
CA Foundation -
Class 12th - CBSE
Ryan Inter. School
Class 10th - CBSE
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