PRAGATI GUPTA
Sr. Accounts Executive (Client Servicing & acquisition)
34 years old
New Delhi (110091) India
Employed
Open to opportunities
A professional with over 5+ years of combined experience in Accounts Executive, Client Servicing & Operations Management in IT service industry.
Sr. Accounts Executive
Bhilwara Info technology Ltd
Since December 2013
Noida
India
- Serve as a key point of contract for all requirements in client account, make ensure the services provided to client are timely, within budget & according to their project needs, some of clients are HP, ORACLE, TECH M, INFOSYS,
COGNIZANT, WIPRO. - Generate revenue by raising sale invoice for manpower, timely deliver to client & make ensure to receipt of their payment as per agreed payment terms.
- Prepare MIS (Sales and revenue report) on monthly basis and submit to AGM(F&A).
- Maintain cordial relations with client in order to follow up & recovery of overdue payments as per client agreement‘s terms & conditions.
- Preparation of quotations from understanding the RFP/RFI requirement, propose solutions, work on Q & A responses, work internally with Senior management to ensure timely quotations submission.
- Retain clients, renew their WO/PO/SOW/contracts & generate profitable business for company by satisfying client needs.
- Follow the proposal review standards, timelines & Protocols; work in coordination with other team such as pre-sales team, pricing team, recruitment team & on site team.
- Attend meetings with project coordinator/manager in their premise for achieving highest level customer satisfaction & better customer relations.
- Interacting with project managers & RMG team, provide them trackers, reports of the individual projects.
- Handling multiple clients simultaneously with a quick solution derived client services.
- Prepare & Analyse ageing report required by various people in accounting & control division to prepare monthly reports.
- Supervise team for documentation & filing of client’s records, their contracts, invoices & expense details.
- Reconciliation of client accounts, post receipt to client ledger & verify the transactions.
- Identify process improvements in order to ensure timely deliverable as well as reduce idle time & efforts.
Accounts Executive
Wacorp Hyundai India Ltd
November 2012
to September 2013
- Invoice processing: Review all invoices for appropriation and management approvals prior to payment, and process in compliance with financial policies and procedures.
- Review and make ensure to process against due invoices on timely basis.
- Disbursement of approved expenses i.e. bills, salaries, taxes, advances etc. through various channels (Cheques
/RTGS/NEFT/DD/Cash). - Coordinate with Accounts receivable team to verify status of delinquent accounts & Solicit payments on overdue accounts.
- Post payment receipt entries and inform AR team for overdue payment.
- Follow up for bills and posted in creditors ledger timely.
- Reconciliation of client accounts, post receipt to client ledger & verify the transactions.
- Handle employee matters as it relates to online expense, travel
& salaries.
Customer Support Officer
The Royal Bank of Scotland N.A.
May 2012
to October 2012
- Answer numerous calls in a high-volume bank by phone environment. Resolve customer complaints and ensure calls are handled in a professional and prompt manner.
- Contributed to company’s highest quarterly customer satisfaction rate of 92 percent. Consistently earned an “above average” or “excellent” on call quality evaluations.
- Helped bank account holders resolve common issues related to debit cards, credit, loans, and savings account.
- Frequently upsold financial products such as credit cards, retirement accounts, insurance policies, and checkbooks.
MBA with specialization in Finance & HR
Got campus placement in The Royal Bank of Scotland. in 2012.
MBA summer internship from DMRC (Metro Bhawan).
Secured 70% marks in MBA
Certification of Advanced Excel & Financial Modeling from Corporate Finance Institute.
Got campus placement in The Royal Bank of Scotland. in 2012.
MBA summer internship from DMRC (Metro Bhawan).
Secured 70% marks in MBA
Certification of Advanced Excel & Financial Modeling from Corporate Finance Institute.
A 3 year degree in business administration.
BBA summer internship from ELITE STOCK MANAGEMENT LTD.
Secured 65% marks in BBA
Certification of AMFI from NSE Certification in Financial Markets.
Certification of Business Skills from IGNOU.
Certification of Fundamental of Computer from AMU.
Learn more
BBA summer internship from ELITE STOCK MANAGEMENT LTD.
Secured 65% marks in BBA
Certification of AMFI from NSE Certification in Financial Markets.
Certification of Business Skills from IGNOU.
Certification of Fundamental of Computer from AMU.
- Presentation skills & Active listening
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Accounts Receivable, Billing &
Invoicing - Attention to detail & an eye for a high level of accuracy.
- Build and maintain effective relationships with clients.
- Strong Interpersonal & Analytical skills.
- Ability to successfully manage multiple projects.
- Highly experienced with all facets of client relations.
- Tally EPR 9
- MS Office including Advance Excel & PowerPoint.
