Summary
Overview
Work History
Education
Skills
Interests
Timeline
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Vivek Bansal

Chartered Accountant
New Delhi

Summary

Chartered Accountant experienced in financial analysis, audit, tax, and relationship management, seeking a challenging position to utilize my skills and contribute to the success of the organization

Overview

6
6
years of professional experience

Work History

Relationship Manager

ICICI Bank ltd
new delhi
10.2022 - Current
  • Manage portfolio of existing customers, ensuring high levels of customer satisfaction and retention.
  • Convert potential leads into customers through effective relationship management and strategic sales techniques.
  • Handle end-to-end loan disbursement process, ensuring adherence to all policies and procedures.
  • Conduct financial analysis to assess the creditworthiness of customers and make informed lending decisions.
  • Responsible for the timely delivery of sanctioned letters and disbursement of funds.
  • Coordinate with legal, technical, financial, and risk assessment units for seamless processing of loan applications.

Audit and Tax Executive

M/s SASG & Company
new delhi
06.2018 - 09.2022
  • Assisted the Audit Department in conducting statutory audits and tax audits for companies in various sectors, including E-Commerce, Service, and Manufacturing.
  • Prepared and filed income tax returns and GST returns for companies, individuals, HUFs, and partnerships.
  • Prepared financial statements and other related matters.
  • Reported various reports such as MIS reporting and financial projections to management.
  • Led and participated in statutory and internal audits of public and private limited companies.
  • Engaged in special tasks assigned by nationalized banks, such as stock and receivable audits and concurrent audits of bank branches.

Education

Chartered Accountant -

ICAI
New Delhi
04.2001 -

M.COM -

IGNOU
New Delhi
04.2001 -

B.COM -

Delhi University
New Delhi
04.2001 -

Skills

    Sales Proficiency

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Interests

Sketching

Timeline

Relationship Manager

ICICI Bank ltd
10.2022 - Current

Audit and Tax Executive

M/s SASG & Company
06.2018 - 09.2022

Chartered Accountant -

ICAI
04.2001 -

M.COM -

IGNOU
04.2001 -

B.COM -

Delhi University
04.2001 -

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Vivek BansalChartered Accountant