Kalpana Waja
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
8
8
years of professional experience
Work History
Sales Officer
First Abu Dhabi Bank
04.2018 - Current
- Proactively contact customers in portfolio in order to capture higher share of wallet by cross selling banking product mainly Credit Card, Personal Loan and Account opening.
- Identify and recommend products that meets the customer's needs and the organization's lending guidelines
- Identify key contacts at potential client companies to establish and foster a relationship
- Produce new revenue by researching and analyzing potential prospects and sales options
- Ensuring that all sales administration and customer service activities run smoothly
- Mentor team members and teach improved processes in order to enhance staff accomplishments
- Maintain an active knowledge base of all the organization's Card products and an understanding of the qualifications required of each applicant
Accountant
PARAMEDICALS
07.2017 - 10.2017
- Managing the account section on the basis of Tally ERP.9
- Making monthly Outstanding Statements of Debtors, Creditors, Bank Statement, Bank Reconciliation, Calculation of GST
- Check the mail box on daily basis by internet and making payments through net banking
- Working on Microsoft Word and Excel
- Managing the credits & debit of the account
- Handling petty cash on daily basis
- Execution of orders through delivery boys
- Billing on Tally ERP.9 Maintaining Stock Physically and on books of Accounts
- Telephonically Communicating to customers regarding payments, queries and enquiries.
Accountant
Vie-Win Enterprises
09.2015 - 05.2017
- Managing the account section on the basis of tally ERP.9
- Keeping entries of each and every delivery challan
- Making Outstanding Statements, Bank Reconciliation, Calculation of MVAt
- Check the mail box on daily basis by internet
- Working on Microsoft Word and Excel
- Managing the credits & debit of the account
- Handling petty cash on daily basis
- Vouchering and Billing.
- Increased efficiency by streamlining accounting processes and implementing new financial software
Education
Bachelor of Commerce - Accounting And Finance
ABHINAV COLLEGE
THANE01.2016
Skills
- Customer service orientation
- Multitasking capabilities
- Adaptability and flexibility
- Sales techniques
Languages
English, Hindi, Marathi, Gujarati
Personal Qualifications
2014-2015, T. Y. B Com, THANE, ABHINAV COLLEGE
Personal Information
- Father's Name: Manilal Waja
- Date of Birth: 03/23/1991
- Marital Status: Married
Disclaimer
I hereby declare that the above written particulars are true to the best of my knowledge and beliefs.
Timeline
Sales Officer
First Abu Dhabi Bank
04.2018 - Current
Accountant
PARAMEDICALS
07.2017 - 10.2017
Accountant
Vie-Win Enterprises
09.2015 - 05.2017
Bachelor of Commerce - Accounting And Finance
ABHINAV COLLEGE
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