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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
Portfolio Growth
Risk Mitigation
Business Development
Analytical Problem Solving
Financial Acumen
Interests
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 -