Worked with clients to provide competitive commercial banking solutions and retail financing plans.
Offered competitive commercial banking solutions and retail financing options.
Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Responded to inquiries from clients and provided financial advice to drive fiscal growth.
Built and established relationships with clientele to improve future business opportunities.
Accounting Assistant
Naresh & Co (A Firm Of Chartered Accountants)
Gujarat
09.2019 - 09.2022
Maintained clean and organized files by keeping accounts payable records up-to-date
Used accounting software to prepare weekly and monthly financial reports
Provided financial advice to clients including taxes, investments, and accounting procedures
Conducted audits to ensure compliance with rules and regulations
Evaluated investment options, conducted research, and made recommendations to clients based on their risk tolerance, time horizon, and goals
Had an in-depth understanding of various financial products and services
Ensured adherence to legal and industry guidelines
Participated in professional and community events to expand network
Stayed up-to-date with tax changes and industry trends
Acted as a liaison with the Product Manager.
Education
Post Graduate - International Business Management
Mohawk College
Hamilton, ON
09.2022 - 05.2023
Masters of Commerce - Economics
Maharaja Sayajirao University
05.2019 - 05.2021
Masters of Commerce - Accounting And Finance
Maharaja Sayajirao University
05.2016 - 05.2019
Skills
Invoicing and collectionsMonth-end reportsBusiness DevelopmentStrategic financial planningMS Word, PowerPoint, Excel, OutlookAccount documentationCustomer relationship buildingAdministrative supportIndustry analysis experienceTeam building and LeadershipProblem-solving and Time management skills
Certification
07/01/2023, Investment Funds in Canada (IFIC) Certification, Canadian Securities Institute