I have more 9 year experience in accounts/finance,and completed my graduation in commerce in the year of 2016 and completed computerized professional course in the same year .i started my career as an accountant after my graduation.
Overview
9
9
years of professional experience
2028
2028
years of post-secondary education
2
2
Languages
Work History
Financial Advisor
HDFC Bank
Tiruvalla
01.2024 - Current
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
SENIOR ACCOUNTANT
SKYTECH ENGINEERING TOOLING
Pune
06.2016 - 11.2023
Identifying and assessing a client's critical needs.
Presenting business proposals to prospective clients.
Keeping up to date with market trend and competitor activity.
Being a point of contact to priority customers and resolving any issues that they have.
Providing technical customer support as necessary.
Responding to client communications or queries.
Product proposals based post review of requirements/ project specifications.
Updated general ledger with latest entries.
Reconciled accounts and created documents for monthly closure procedures.
Completed year-end closing processes with controllers and external auditors.