Pooja Jariwala
Surat,Gujarat
Summary
Proactive Relationship Manager with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.
Overview
5
5
years of professional experience
Work History
Relationship Manager
ICICI Bank
05.2023 - Current
- Develop and maintain strong relationships with clients, providing personalized banking services and managing their financial needs.
- Offer comprehensive advice, guidance, and recommendations on various banking products and services, including loans, investments, and insurance options.
- Collaborate closely with internal teams, such as credit, operations, and treasury, to ensure efficient delivery of client services and quick resolution of any issues or concerns.
- Monitor market trends, competitor activities, and regulatory changes to identify potential risks or opportunities for clients.
- Meet and exceed assigned sales targets, contributing to the bank's revenue generation and achieving personal goals.
Audit Clerk
C.S.Jariwala & Co.
12.2020 - 05.2023
- Received daily reports and supporting documentation for routine audits and promptly reported any discrepancies for further review.
- Investigated daily expenses and compared to expected expenditures to help identify discrepancies and fraud.
- Identified irregularities, researched causes and resolved problems.
- Checked vast amounts of daily data to validate electronic transactions, system updates and employee actions.
Audit Intern
CA Utpal Choksi
06.2018 - 08.2018
- Assisted in office administration and client communication to help manage auditors' workload.
- Prepared, analyzed and verified annual reports and financial statements to assess financial condition and facilitate financial planning.
Education
Master of Commerce - Financial & Management Accounting
VNSGU (C.D. Barfiwala)
Surat09-2020
Bachelor of Commerce -
VNSGU (C.D. Barfiwala)
Surat05-2018
Skills
- Spreadsheet tracking
- Inventory analysis
- Financial Management
- Adaptability
- Resolving irregularities
- Financial and operational reporting
- Leadership
- Computer proficiency
Timeline
Relationship Manager
ICICI Bank
05.2023 - Current
Audit Clerk
C.S.Jariwala & Co.
12.2020 - 05.2023
Audit Intern
CA Utpal Choksi
06.2018 - 08.2018
Master of Commerce - Financial & Management Accounting
VNSGU (C.D. Barfiwala)
Bachelor of Commerce -
VNSGU (C.D. Barfiwala)
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