Bansari Patel
Saint John,NB
Summary
Dedicated professional with 3 years of experience in client relationships , customer and talent acquisition , providing services to clients and maintaining their accounts. Proven track record of enhancing operational efficiency. Strong interpersonal skills with focus on fostering positive relationships and driving team success.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Junior Talent Acquisition
System Level Solutions Private Limited
02.2022 - 08.2023
- Coordinated with hiring managers to identify staffing needs and selection criteria
- Sourced potential candidates through online channels and scheduled interview as well as selection procedures
- Performed end to end recruitment
- Responsible for building healthy relationships with customers/clients and providing excellent services.
- Handled onboarding and orientation programs for new joiners
- Created survey on monthly basis to ensure job satisfaction of new employees
- Uncover and focused to identify client needs and solving same. Authorized for social media marketing, image and brand building of company
HR Executive
Ganesh Packaging Private Limited
03.2020 - 01.2021
- Implemented performance management system by framing effective process and procedures
- Developed fair HR policies to cultivate healthy and productive work culture , simplified complicated methods and explained efficiently.
- Created and monitored HR budget quarterly, prepared reports and road maps to help management for making efficient decisions
- Responsible for maintaining employees data and documents with confidentiality
- Framed health insurance and term life insurance programs for employee benefits.
Accounts Executive
Satyendra Packaging Limited.
08.2018 - 03.2020
- Maintained goods and service tax data along with reconciliation of GST on government websites
- Handled day to day purchase and sales bill entry in Tally ERP software
- Prepared cost sheet and ledgers of product trading in MS Excel
- Acted as point of contact for government officials in context of subsidiaries documentation
- Performed salary entries in software on monthly basis and maintained the register for the same
- Manage a portfolio of client accounts, ensuring their needs are met and their expectations are exceeded
- Develop and maintain strong relationships with clients, serving as the primary point of contact for all financial and accounting inquiries and requests
- Maintain accurate financial records of customer account and transactions in the company's database and CRM system.
Account and Financial Executive
Nikita Securities Private Limited.
01.2017 - 07.2018
- Oversee financial and accounting operations of agency, Including budgeting and financial reports
- Monitor cash flow, expenses and revenue streams to ensure accounting and financial data stability and accuracy
- Manage account payable and accounts receivable processes, including invoicing billing and collections.
- Succeeded in achieving targets and improved performance as well as productivity.
- Develop and maintain strong relationships with client to understand their financial needs and requirements.
Education
Master of Business Administration in Finance -
Gujarat Technological University
India08.2016
Bachelor Of Business Administration -
Sardar Patel University
India04.2014
Skills
- Analytical and problem-solving skills
- Exceptional communication
- Problem Solving abilities
- Tally ERP
- Employee Engagement
- Payroll and accounting management
- Journal Entries
- Interpersonal skills
- Multi-tasker
- Client Engagement
Personal Information
Title: Enthusiastic to learn and grow in financial sector , IFIC Certified.
Certification
The Investment Funds In Canada (IFIC) from CSI. CFA Level - 1 candidate.
Hobbies and Interests
- Community Involvement
- Reading Finance-related books, articles, or blogs.
- Interested in Economic and Stock Market news.
Timeline
Junior Talent Acquisition
System Level Solutions Private Limited
02.2022 - 08.2023
HR Executive
Ganesh Packaging Private Limited
03.2020 - 01.2021
Accounts Executive
Satyendra Packaging Limited.
08.2018 - 03.2020
Account and Financial Executive
Nikita Securities Private Limited.
01.2017 - 07.2018
Master of Business Administration in Finance -
Gujarat Technological University
Bachelor Of Business Administration -
Sardar Patel University
The Investment Funds In Canada (IFIC) from CSI. CFA Level - 1 candidate.
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