Rajveer Singh Daiya
Jodhpur
Summary
Dynamic professional with extensive experience at Kotak Mahindra Bank Limited, recognized for enhancing customer loyalty and driving bank profitability through exceptional client relationship management and financial reconciliations. Proven ability to multitask and organize effectively, showcasing expertise in document preparation and client engagement. Proficient in utilizing MS Office and banking software to optimize operational efficiency and elevate service standards.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Junior Associate
Kotak Mahindra Bank Limited
Jodhpur
04.2024 - Current
- Met with new clients and completed pre-qualification procedures.
- Coordinated with internal departments to streamline operational processes and improve customer service.
- Developed and maintained relationships with new and existing clients, enhancing customer loyalty and bank profitability.
- Executed wire transfers of funds in compliance with banking best practices.
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
- Analyzed clients' financial statements to offer customized banking solutions.
- Entered new account information into computers and filed related forms and other documents.
- Put together and executed loan documents.
- Maintain an up-to-date knowledge of all bank products, policies, and procedures.
- Utilized banking software to update client accounts and process transactions efficiently.
- Helped customers understand and use mobile applications and online banking.
- Process loan applications from start to finish ensuring accuracy throughout the process.
Freelancer Accountant
Done at various firms as internships
Jodhpur
09.2021 - 07.2024
- Performed audits of operational and financial areas to check compliance.
- Assisted in the preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
Market Manager and Store Incharge
Bhavik Auto Agencies
Jodhpur
09.2023 - 03.2024
- Oversaw market operations and managed store activities
- Maintained up-to-date knowledge about current industry trends and best practices.
Education
MBA - Finance
Manipal University
Jaipur02-2026
Bachelor of Commerce (B.Com) -
Jai Narain Vyas University (J.N.V.U.)
JodhpurSenior Secondary -
R.B.S.E. Board
Ajmer, RajasthanSecondary Schooling -
R.B.S.E. Board
Ajmer, RajasthanSkills
- Document preparation
- Sales support
- Documentation
- Case coordination
- Case management
- Monthly closings
- Financial reconciliations
- Preparing reports
- Client relationship management
- Conflict resolution
- File management
- Data entry
- Project reporting
- Product knowledge
- Customer engagement
- Client engagement
- Customer relationship management (CRM)
- Cross-functional teamwork
- Multitasking and organization
- Work Planning and Prioritization
- Sales expertise
- Decision-making
- Workplace safety
- Data collection and analysis
- Basic accounting
- Relationship building
- Time management
- Oral communication
- Record and file management
- Computer skills
- MS office
Accomplishments
- Achieved First Rank in Accountancy in 12th Board.
- Served as Vice Captain in Secondary School and Captain in Senior Secondary.
- v Won Gold Medals in Chess and Cricket at the Senior Secondary level.
Hobbies and Interests
- Sports
- Chess
- Traveling
Languages
- Hindi
- English
- Local Language
Personal Information
- Category: OBC
- Father's Name: Devi Singh Daiya
- Date of Birth: 12/28/01
- Gender: Male
- Marital Status: Unmarried
Certification
- Create a Financial Statement using Microsoft Excel
"https://coursera.org/share/abd973359f68eaef1b12ccee8dc62d45" Certificate Link
Languages
Hindi
First Language
English
Intermediate (B1)
B1
Timeline
Junior Associate
Kotak Mahindra Bank Limited
04.2024 - Current
Market Manager and Store Incharge
Bhavik Auto Agencies
09.2023 - 03.2024
Freelancer Accountant
Done at various firms as internships
09.2021 - 07.2024
- Create a Financial Statement using Microsoft Excel
"https://coursera.org/share/abd973359f68eaef1b12ccee8dc62d45" Certificate Link
MBA - Finance
Manipal University
Bachelor of Commerce (B.Com) -
Jai Narain Vyas University (J.N.V.U.)
Senior Secondary -
R.B.S.E. Board
Secondary Schooling -
R.B.S.E. Board
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