Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Languages
Timeline
Generic

RASTENDRA GAHLOT

JODHPUR

Summary

Adaptable professional with a quick-learning ability and a talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and applying it effectively. Driven by a passion for continuous learning and successfully navigating change.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Relationship Manager

ICICI BANK LTD
JODHPUR
08.2022 - Current
  • Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
  • Conducted regular review meetings with clients to assess their needs and adjust services accordingly.
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Developed strategies to attract new customers while retaining existing ones.
  • Branch banking operations work like cash handling, customer servicing, FTA, and other compliance work, etc.
  • Portfolio management using Sales CRM and Power BI.

ACCOUNTANT

VAISHALI PHARM CFA FDC LTD
JODHPUR
05.2020 - 08.2022
  • Supported efficient accounting operations with high-quality administrative support.
  • Reviewed invoices for accuracy and completeness prior to payment processing.
  • Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
  • Designed internal control policies to improve audit scores.
  • Updated and managed accounts payable databases, employing access controls to protect data.
  • Managed accounts payable and receivable, improving cash flow management.
  • Monitored balance sheets and income statements to evaluate financial performance.

ACCOUNTANT

CA SURENDRA LUNAWAT
JODHPUR
12.2018 - 03.2020
  • Performed general ledger reconciliations on a timely basis.
  • Maintained up-to-date knowledge of Generally Accepted Accounting Principles guidelines.
  • Assisted in the preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
  • Created journal entries accurately and timely for month end close processes.
  • Designed internal control policies to improve audit scores.

Education

POST GRADUATION DIPLOMA IN FINANCE - PGDFM

IGNOU
JODHPUR
09-2019

M.COM - ACCOUNTING

JNVU
JODHPUR
07-2017

B.COM -

JNVU
JODHPUR
12-2014

CA INTER 1ST GROUP - CA

ICAI
JODHPUR
01-2014

Skills

  • Client relationship management
  • Cross-selling techniques
  • Financial products knowledge
  • Sales CRM management
  • Data analysis
  • Customer needs assessment
  • Teamwork
  • Adaptability
  • Portfolio management
  • Problem solving
  • Compliance management

Affiliations

ARTICLESHIP -

FIRM – CA HARISH KUMAR VAISHAV & ASSOCIATES 2014 to 2017

DESIGNATION – ARTICLE ASSISTANT

KEY RESPONSIBILITIES –

· INTERNAL AUDIT

· ACCOUNTANCY

· AUDITING (INCLUDING BANK AUDIT)

· TAXATION

Certification

  • GMCS (ICAI) MAR,2015
  • I.T.T. (ICAI) MAR,2014
  • ORIENTATION PRAGRAMME (ICAI) DEC, 2013

Languages

Hindi
First Language
English
Intermediate (B1)
B1

Timeline

Relationship Manager

ICICI BANK LTD
08.2022 - Current

ACCOUNTANT

VAISHALI PHARM CFA FDC LTD
05.2020 - 08.2022

ACCOUNTANT

CA SURENDRA LUNAWAT
12.2018 - 03.2020

POST GRADUATION DIPLOMA IN FINANCE - PGDFM

IGNOU

M.COM - ACCOUNTING

JNVU

B.COM -

JNVU

CA INTER 1ST GROUP - CA

ICAI

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