Shraddha Sarmalkar

Experience

• 

  Angel broking - sub broker

  Nov 2020 - Dec 2021

  Assistant Technical Analyst

  1. Evaluated financial results and researched different investment opportunities2. Increasing client satisfaction through problem-solving3. Used Microsoft Excel to create spreadsheets for daily, weekly, and monthly reporting.4. Developed documents using Microsoft Word and other software programs.5. Managed to perform daily tasks accurately and efficiently.

• 

  Idnani & Idnani Advocates

  May 2022 - Jan 2023

  Account Assistant

  1. Examine recent and historical financial data to create monthly, weekly financial reports using accounting software.2. Submitting journal entries in the Tally ERP Software for all daily transactions.3. Working on daily and monthly bank reconciliation.4. Interacted with clients to clarify disagreements over unpaid bills, payments, and changes and provided exceptional customer service by referring clients to the proper accountants, returning phone calls, and responding to office emails.5. Submitting Tax Return Information from the Income Tax Website.6. Handle appeals, helping with the income tax appeals process and drafting different agreements. Show less