Satya Gupta
Sohna
Summary
Finance Executive with experience in statutory audits, compliance, and client coordination. Skilled in managing multiple audit assignments, ensuring timely completion, and maintaining accuracy. Also experienced in B2B and B2C operations, handling client interactions, explaining products and processes, and providing solutions based on customer requirements. Strong analytical, communication, and relationship-management skills with the ability to perform effectively in fast-paced environments.
Overview
5
5
years of professional experience
Work History
Finance Executive
Rutul Shah & Associates
03.2024 - Current
- Conducted statutory, stock, bank, automobile, agriculture, and spare-parts audits for diverse clients, ensuring compliance and accuracy.
- Managing audit assignments for clients including Lenskart, Farmart, DeHaat, Mankind Pharma, Birla Opus, United Colors of Benetton, and Kaya Clinic.
- Handling multiple audit assignments simultaneously while ensuring 100% timely completion.
- Performing audit planning, vouching, verification, stock checks, and compliance reviews.
- Coordinated with auditors, vendors, and client finance teams to facilitate seamless audit execution and timely reporting.
Senior Sales Consultant - Insurance
PB Partners
03.2023 - 03.2024
- Managed insurance B2B sales operations and coordinated with channel partners/agents.
- Advised agents on new product launches and existing insurance products to drive sales performance.
- Supported agents in policy issuance, documentation, and onboarding processes to streamline operations.
- Provided continuous support and product training to help agents achieve their sales targets.
- Oversaw insurance sales operations and coordinated agent activities.
- Recruited, trained, and activated new insurance agents on a monthly basis.
- Cultivated client relationships to improve satisfaction and retention rates.
- Guided clients in selecting and implementing suitable products.
- Trained junior sales team members on best practices and product knowledge.
- Analyzed sales data to refine strategies and boost overall performance.
Sales Consultant - Insurance
Policybazaar.com
07.2021 - 07.2022
- Managed end-to-end sales cycle, facilitating lead handling, product explanation, objection resolution, and closing sales.
- Explained insurance products and recommended policies tailored to customer needs, enhancing client understanding.
- Compared different insurance plans and benefits to help customers make informed decisions.
- Assisted clients with policy issuance, renewals, and documentation processes.
- Developed strong customer relationships, boosting conversion rates and increasing customer satisfaction.
- Managed B2C sales operations by handling inbound and outbound client interactions.
Education
Bachelor of Arts -
01.2021
Skills
Audit planning (Stock Audit & Bank Audit)
Customer service
Problem-solving
Team management
Data entry
Dependable and responsible
Friendly, positive attitude
Languages
English
Hindi
Timeline
Finance Executive - Rutul Shah & Associates
03.2024 - Current
Senior Sales Consultant - Insurance - PB Partners
03.2023 - 03.2024
Sales Consultant - Insurance - Policybazaar.com
07.2021 - 07.2022
Indira Gandhi National Open University (IGNOU) - Bachelor of Arts,