SUROJIT KUMAR MODAK
Kolkata
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
1
1
year of professional experience
4
4
Certifications
2
2
Languages
Work History
Relationship Manager
Urban Company
Bengaluru
02.2026 - Current
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Managed partners and guided them to perform satisfactory work.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Delivered personalized client presentations, effectively communicating value proposition of services.
- Negotiated and closed complex deals with key clients, securing significant revenue streams.
- Increased client trust and loyalty by providing consistent, high-quality advice on products and services tailored to their needs.
- Achieved high levels of client satisfaction through meticulous attention to client needs and preferences.
- Discussed financial options with clients and provided informed suggestions.
- Communicated with over 20 clients and gave solutions to their problems.
Finance Intern
S.K.Mallick & Co
Kolkata
05.2025 - 07.2025
- Reviewed and verified purchase and sales vouchers to ensure accuracy and compliance with company policies and accounting standards.
- Maintained and updated company registers, ensuring all transactions were properly recorded and documented.
- Assisted in reconciling accounts related to purchases and sales to identify discrepancies, and support accurate financial reporting.
- Project: Internal Audit, Concurrent Audit.
- Supported organizational account management duties under direct supervision.
- Developed strong relationships with clients through effective communication, fostering trust and satisfaction.
- Collaborated with team members on financial projects, resulting in more efficient workflows and timely completion.
- Prepared comprehensive forecasting reports for senior leadership as necessary.
- Managed 10 clients through calls and assisted with their ITR filing.
Education
PGDM - Finance
Globsyn Business School
Kolkata05-2026
Bachelor of Commerce - Accountancy
University of Calcutta
Kolkata, India01.2023
Class XII - Commerce
WBCHSE
Kolkata, India01.2020
Class X - General
WBBSE
Kolkata, India01.2018
Skills
Proficient in Microsoft Office Suite
Financial reporting
Record management expertise
Proficient in financial data evaluation
Microsoft Excel proficiency
Fundamental accounting principles
Problem-solving skills
Proficient in financial analysis
Accounting assistance
Project management
Flexible team player
Project planning
Certification
Tax Launchpad Program – PwC | June 2025
Interests
Playing and watching sports, Reading finance-related books and articles, Cooking, Watching educational and motivational content, Listening to music, Sketching
Timeline
Relationship Manager
Urban Company
02.2026 - Current
Finance Intern
S.K.Mallick & Co
05.2025 - 07.2025
PGDM - Finance
Globsyn Business School
Bachelor of Commerce - Accountancy
University of Calcutta
Class XII - Commerce
WBCHSE
Class X - General
WBBSE