RONAK AMARKOTIA
SURAT
Summary
Meticulous Cluster Manager with URBAN MONEY PVT 3 years of experience managing multiple offices and conducting routine office inspections based on company protocol. Firm leader experienced with contract procurement and budget supervision. Noted for problem resolution and adhering to cluster financial strategies. Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
5
5
years of professional experience
Work History
CLUSTER HEAD
URBAN MONEY PVT LTD
SURAT
2021.01 - Current
- Developed financial plans and strategies tailored to clients' individual needs.
- Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
- Advised customers on financial investment options and capital expenditures.
Director
3RD ANGLE PVT LTD
SURAT
2019.04 - 2020.03
- Analyzed financial data to identify discrepancies and develop solutions.
- Developed comprehensive financial models for forecasting, budgeting and variance analysis.
- Recommended changes in corporate policies related to finance operations.
- Reviewed vendor contracts for accuracy in terms of pricing structure and payment terms.
- Analyzed financial data to identify trends, patterns and strategies.
- Utilized statistical, economic and financial principles and techniques to prepare reports and other requests.
- Used best practice models to analyze large amounts of data and share insights.
- Produced and analyzed financial reports, revenue statements and variance reports.
- Summarized financial information to clearly relay concepts and drive understanding of non-financial leaders.
Education
B.COM - 2019
VNSGU
SURAT2019-12
Skills
- Operations Management
- Innovation and Creativity
- Organizational Development
- Business Prospecting
- Loan Processing
- Financial Planning
- Client Relations
- Advising on Investments
- Sales Follow-Up
- Business Development
- Sales and Marketing
Languages
Gujarati
First Language
English
Intermediate (B1)
B1
Hindi
Advanced (C1)
C1
References
References available upon request.
Timeline
CLUSTER HEAD
URBAN MONEY PVT LTD
2021.01 - Current
Director
3RD ANGLE PVT LTD
2019.04 - 2020.03
B.COM - 2019
VNSGU
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