Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Manisha Rathod

Mississauga,ON

Summary

  • Hardworking and methodical with excellent organizational and communication skills. Familiar with handling CPG accounts in fast-paced environments. Advanced proficiency in Bill.com, QuickBooks online, Quickbooks Desktop, Basic hands on Dear System for Inventory Management, Gusto for Payroll Management, Rapid Inventory. SPS Commerce, Covaelant for AR Invoicing
  • Detail-oriented Account Associate knowledgeable about setting up accounts, tracking deliveries and documenting updates. Computer-savvy professional with excellent customer relations and conflict management abilities. Looking for a challenging role with a growing team.

Overview

3
3
years of professional experience

Work History

Account Associate

Accelerated Growth
India
06.2022 - 11.2023

· Answered customer emails, chats to respond to questions, provide details and resolve concerns.

· Set up, updated and closed customer accounts in computer system.

· Assisted company administrators with accessing and viewing available reports.

· Scheduled deliveries, monitored progress and coordinated with shipping companies.

· Generated invoices upon receipt of billing information and tracked collection progress.

· Gathered, evaluated and summarized account data in detailed financial reports.

· Project management

· Consumer Packaged Goods

· Implemented new accounting processes to decrease spending and work flow downtime.

· Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.

· Handling Client's Account Receivable and Account Payable for Fund spend and collection

Issue invoices to customer once goods delivered

Deputy Territory Manager

Bajaj Allianz Life Insurance
India
09.2021 - 06.2022

· Monitored customer buying trends, market conditions, and competitor actions to adjust strategies and achieve sales goals.

· Achieved sales goals and service targets by cultivating and securing new customer relationships.

· Analyzed sales data to identify areas for territory improvement and implemented strategies to maximize sales growth.

· Researched competitor activity and used findings to develop sales growth strategies.

· Established successful account relationships by building rapport and maintaining consistent communication.

· Attended trade shows and industry events to promote company products and services.

· Developed sales strategy based on research of consumer buying trends and market conditions.

· Worked with Insurance Partners and Life Advisors to support timely delivery of products and services to end consumer.

· Implemented promotions and marketing campaigns to increase territory sales and brand awareness.

· Trained Insurance Partners and Life Advisors in sales techniques and strategies.

· Planned and conducted weekly sales meetings to keep sales representatives up-to-date on new products and strategies.

Managing Partner

Kotak Life Insurance
India
08.2020 - 08.2021

· Established and implemented business procedures and process improvements.

· Interpreted laws, rulings and regulations of IRDA to individuals and businesses.

· Communicated with clients and collected information to research cases and prepare settlement offers.

· Increased revenue by 25% with successful promotional strategies and reductions in costs.

· Analyzed and presented financial standings and cost effectiveness to other partners and investors.

· Managing team of more than 50 Insurance Partner and Life Advisors

· Creating team of more than 50 Insurance Partners and Life Advisors

Education

MBA - Finance

K.S. School Of Business Management
India
08-2020

BBA - Finance

K.S. School Of Business Management
India
05-2018

Skills

Reviewing Account Records

Transaction Management

Office Meetings

Sales Understanding

Ledger and Journal Entries

Document Organization

Effective Customer Communication

Delivery Scheduling

Software Improvements

Microsoft Office

Financial Transactions

Correspondence Management

Information Updates

Account Information Review

Accounts Payable and Accounts Receivable

Microsoft Excel

Team Management

Languages

English
Full Professional
Hindi
Native/ Bilingual
Gujarati
Native/ Bilingual

Timeline

Account Associate

Accelerated Growth
06.2022 - 11.2023

Deputy Territory Manager

Bajaj Allianz Life Insurance
09.2021 - 06.2022

Managing Partner

Kotak Life Insurance
08.2020 - 08.2021

MBA - Finance

K.S. School Of Business Management

BBA - Finance

K.S. School Of Business Management
Manisha Rathod