Headline

Finance & Accounting Professional | HNI Relationship Management | Financial Reporting, Reconciliation & Client Advisory | Tally ERP9

About

I work at the intersection of financial precision and client relationships. My background spans hands-on accounting — reconciliations, financial reporting, and tax preparation using Tally ERP9 — and relationship-facing roles managing high-net-worth client portfolios in retail banking at ICICI Bank. I hold a Bachelor of Commerce (Business Administration & Management) from Savitribai Phule Pune University, and I'm fluent in five languages (English, Gujarati, Hindi, Marathi, Marwari), which has helped me build trust with a wide range of clients across Nashik, Pune, and beyond. What I bring to a team: accuracy in the details that matter (books that reconcile, reports that hold up under audit) paired with the relationship instincts to manage accounts that are worth protecting. I'm currently exploring accounting, finance, and client-relationship roles — including remote positions supporting international clients.

Location

Greater Nashik Area

Work experience

Community Volunteer at BAPS Swaminarayan Sanstha, Apr 2008 - Present · 18 yrs 4 mos, Hybrid

Accountant at BAPS Swaminarayan Sanstha, Aug 2021 - Mar 2023 · 1 yr 8 mos, On-site, Maintained accurate financial records by managing day-to-day accounting processes in Tally ERP9, resulting in audit-ready books and reduced reporting discrepancies. Collaborated with external auditors to identify and resolve financial discrepancies, strengthening the accuracy and integrity of reporting. Compiled taxable income, deduction, and allowance data for comprehensive tax preparation, supporting timely and accurate filings.

Wealth Management Associate at ICICI Bank, May 2024 - Apr 2025 · 1 yr, Nashik, Maharashtra, India, Managed portfolios of high-net-worth individual accounts by delivering tailored wealth management and investment strategies, resulting in strengthened long-term client retention. Processed high-volume cash transactions with zero-error accuracy, ensuring compliance and building client trust in day-to-day banking interactions. Built and maintained retail HNI relationships by identifying tailored banking products for client needs, resulting in deepened wallet share / cross-sell

Business Development Executive at RISE REALTY, Apr 2023 - Dec 2023 · 9 mos, Nashik, Maharashtra, India, Expanded the channel-partner network in commercial real estate by identifying and engaging brands across fashion, food, IT, and banking, resulting in new partnerships Built cross-industry brand relationships to promote product sales, strengthening referral pipelines for the business development team. Negotiated partner agreements that balanced brand needs with sales targets, contributing to expanded deal flow.

Sales Administrator at Vinayak Furniture, Dec 2018 - Jul 2021 · 2 yrs 8 mos, Nashik, Maharashtra, India, Directed remote administrative operations and managed executive calendars using Google Workspace, improving day-to-day scheduling efficiency. Resolved customer issues promptly, boosting satisfaction scores and directly securing sales deals that might otherwise have been lost. Maintained detailed performance records to flag operational gaps, resulting in process improvements adopted by the sales team.

Education

Bachelor of Commerce - BCom, Business Administration and Management, General, Savitribai Phule Pune University