Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Languages
Hobbies and Interests
Timeline
Generic

Vaishali Pundir

Saharanpur

Summary

Dynamic Accounts Consultant with extensive experience at Ashwani K. Gupta & Associates, adept at finalizing accounts and ensuring compliance with Indian standards. Proven track record in client relationship management and financial reporting, leveraging strong auditing skills and effective communication to enhance business efficiency and client satisfaction.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Accounts Consultant

Ashwani K.Gupta & Associates
Panchkula
01.2025 - Current
  • Managed finalization of accounts for various clients across industries, ensuring accuracy, compliance with Indian accounting standards, and timely reporting
  • Interacted directly with clients to resolve discrepancies in financial records- providing guidance on best practices in bookkeeping and accounting documentation.
  • Handled end-to-end accounting processes, including ledger scrutiny, reconciliations, adjustments, and preparation of financial statements.
  • Worked extensively with Indian accounting software like Tally ERP for day-to-day bookkeeping, GST compliance, and financial reporting.
  • Gained hands-on experience in international accounting platforms such as QuickBooks, TurboTax, Zoho Books, supporting clients with global operations and cross-border compliance needs.

SDO AUTHORIZOR

Kotak Mahindra Bank
09.2024 - 12.2024
  • Responsible for authorizing day-to-day branch banking transactions including cash, clearing, fund transfers, account opening and remittance operations, ensuring strict adherence to internal policies and regulatory guidelines.
  • Verified and authorized high-value financial transactions while ensuring zero errors and compliance with KYC, AML and RBI regulations.
  • Acted as a key control point in the branch, ensuring all operational activities were executed accurately and securely within defined turn-around-times (TAT).
  • Monitored and verified customer account opening forms, ensuring completeness of documentation and compliance with internal standards.

DEPUTY MANAGER (CREDIT)

Indusind Bank
03.2023 - 07.2024
  • Managed and grew a portfolio of high-net-worth (HNI) and retail clients by offering tailored banking solutions, ensuring excellent relationship management and customer satisfaction.
  • Oversaw daily branch operations, including account opening, transaction processing, and regulatory compliance, maintaining high standards of accuracy and service quality.
  • Cross-sold banking products such as loans, credit cards, insurance, and investment services to meet branch sales targets and support revenue growth.
  • Ensured adherence to internal controls, KYC/AML guidelines, and RBI regulations, reducing risk and enhancing overall compliance standards.

Assistant Manager

HDFC Bank
02.2021 - 03.2023
  • Ensured accurate documentation and adherence to regulatory norms in account-related services (FD, PPF, account closures), while also identifying counterfeit currency and maintaining teller and cheque drop custody.
  • Delivered high standards of customer service by resolving queries, issuing DD/MC, managing deliverables (welcome kits, cheque books, debit cards), and handling Oracle-based financial processing.
  • Actively contributed to sales and business development through customer acquisition, cross-selling of banking products (Mutual Funds, Insurance, Loans), and strengthening existing client relationships to meet branch targets.

Accountant

Bansal & Associates
SAHARANPUR
12.2019 - 01.2021
  • Managed end-to-end accounting and bookkeeping for clients under Indian GAAP and US GAAP, ensuring accurate financial reporting and compliance with respective regulatory standards.
  • Handled finalization of accounts, tax computations, and return filings (GST, TDS, ITR) for Indian clients, using Tally ERP and other local accounting tools.
  • Processed and maintained books for US-based clients using software like QuickBooks, Zoho Books, and TurboTax including bank reconciliations, payroll entries, and monthly closings.
  • Coordinated with clients across time zones to resolve queries, ensure timely data submission, and support audits and financial reviews.

Education

MBA -

Punjabi University
01.2020

CA Foundation -

ICAI
06.2019

B.Com -

Punjab University
01.2017

HSC -

01.2012

Skills

  • Auditing Skills
  • Financial Accounting
  • Foreign Exchange Markets
  • Processing of Payments
  • Banking Services
  • Financial Instrument
  • Acquisition of Customers
  • Customer Relationship Management
  • Oracle Applications
  • Business Efficiency
  • Accounting
  • Consulting
  • Mentoring
  • Confidentiality
  • Records Management
  • Component-Based Software Engineering
  • Communication Skills
  • Creativity
  • Hard Work and Dedication
  • Leadership

Certification

  • Passed Level 1 and Level 2 QuickBooks Pro Certification
  • Certificate of Appreciation for Exemplary Contribution (2022-23) from Ghaziabad Circle
  • Certificate of Appreciation for NTF drive and Trophy for valuable contribution (06/01/24)
  • Training Certificate for LEAP program (11/01/24)
  • Certificate from Sachtech Solution Pvt. Ltd. for 6 weeks in HRM

Personal Information

  • Date of Birth: 04/05/96
  • Nationality: Indian

Languages

  • English
  • Punjabi
  • Hindi

Hobbies and Interests

  • Travelling
  • Listening to Music
  • Interaction with People
  • Internet Surfing

Timeline

Accounts Consultant

Ashwani K.Gupta & Associates
01.2025 - Current

SDO AUTHORIZOR

Kotak Mahindra Bank
09.2024 - 12.2024

DEPUTY MANAGER (CREDIT)

Indusind Bank
03.2023 - 07.2024

Assistant Manager

HDFC Bank
02.2021 - 03.2023

Accountant

Bansal & Associates
12.2019 - 01.2021

MBA -

Punjabi University

CA Foundation -

ICAI

B.Com -

Punjab University

HSC -

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Vaishali Pundir