Yogesh Koshti
Chartered Accoutant
Ahmedabad
Summary
To be a lifelong and the best performer so that I can sincerely contribute my knowledge, experience and other significant talents for the benefit of an organisation that is open to suggestions and in return get a rewarding career which will help me grow and move forward
Overview
10
10
years of professional experience
9
9
years of post-secondary education
3
3
Languages
Work History
Relationship Manager - Corporate Banking Group
ICICI Bank
07.2023 - Current
- Exploring avenues for income generation by acquiring large corporate clients/institutions and managing existing relationships
- Meeting and interviewing corporate leaders, discussing their financial requirement, and providing financial advice
- Credit appraisal and Financial Analysis of corporate to structure the proposal as per the client's requirements
- Facilitating clearance of proposal from Credit Risk, Legal, Compliance and other support groups
- Preparing MIS reports and presentations to provide feedback on the business operations to top management
Manager - Credit Operations
ICICI bank
12.2018 - 07.2023
- Execution and verification of documents prior to disbursement of limits.
- Monitoring and flagging off to sales teams the pending compliances related to the respective sanctions of credit facilities by various authorities within the bank.
- MIS and Reporting to various committees and senior management relating to non-compliance of terms of sanction.
- Initiating technology changes/ up gradation as also process improvements for better and efficient handling of its own activities as well as activities of the sales team to who it caters.
- managing a Team of 23 People
- involved in many Training Program
Article Assistant
Shah & Iyer
07.2014 - 07.2017
- Worked on finalization of Financial Statements with notes to accounts incompliance with Accounting standard.
- Statutory Audits of Pvt. Ltd. Companies:-Planning and Controlling of audit, verifying statutory compliance with respect to Corporate Law, Income tax, Service Tax, Accounting Standards
- Tax Audits of Partnership Firms & Proprietary concerns and Pvt. Ltd. companies
- Preparation of submissions for Appeals and Assessments and APPEARANCE with the various Income Tax Authorities for the scrutiny assessments
- Conducted the Statutory bank audit of SBI and revenue audit of Dena Bank.
Education
Chartered Accountant
The Institute of Chartered Accountant of India
Ahmedabad 06.2012 - 05.2018
Bachelor of Commerce -
H.A. College of Commerce
Ahmedabad 03.2012 - 03.2015
Skills
Disciplined
Punctuality
Active Listning
Good Communication
Self- Motivated
Timeline
Relationship Manager - Corporate Banking Group
ICICI Bank
07.2023 - Current
Manager - Credit Operations
ICICI bank
12.2018 - 07.2023
Article Assistant
Shah & Iyer
07.2014 - 07.2017
Chartered Accountant
The Institute of Chartered Accountant of India
06.2012 - 05.2018
Bachelor of Commerce -
H.A. College of Commerce
03.2012 - 03.2015
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