Pritesh Patel

Experience

• 

  OM FARM ENGINEERING PRIVATE LIMITED

  Mar 2015 - Dec 2016

  Assistant Accountant

  o Maintaining day-to-day cash inflows and outflows. o Reporting the daily, weekly and monthly fund statements. o Presenting accounting issues and results to executive committees and upper management

• 

  Saraswat Bank

  Jan 2017 - Sept 2018

  Junior Officer

  o Handling daily operations of the branch (opening accounts, FD’s, DD’s, Outward clearing and Cash handling) o Hands on experience of quarter closing, TDS filing and reports preparing. o Marketing of the bank products as well as third party products such as bankassurance. o Providing help and assisting customers in various credit products as of Home Loan, Car Loan and Gold Loan. o Assessment of documents for loan and completing the procedures for post disbursement of business loan as stock valuation and quarterly visit to workplace. o Use of software’s like SWIFT, Finacus, Ms Excel and Bharat Bill payment for utilities payment. Show less

• 

  Bajaj Finserv

  Sept 2018 - now

  o Handling Cash Management Services, high volume based cheque clearing for PAN India & ledger receipt process. o Leading team of 4 people, with focus on improving the process with mechanism and automation through internal Project Management team. Allocating work to team by understanding their capabilities along with focus on escalated mails. o Daily focusing on open ledger entries in recon and ensuring closure of entries by following up with stake holders. o Follow up with branches & partner banks on the issue related locations. o Successful takeover of new process like ledger receipts, cash delivery recon, legal accounting and loan cancellation receipts along with older KRA. o Maintaining a daily MIS & publishing of dashboard for day-to-day tracking of status. Preparing of monthly and quarterly presentation reports for presenting to management. Show less

  • Senior Unit Manager

    May 2022 - now

  • Unit Manager

    Sept 2018 - May 2022