Nikunj Bhatt

Experience

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  Falguni Rakesh Bhatt

  Dec 2005 - Jul 2006

  Junior Accountant
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  Magus Customer Dialog Pvt Ltd

  Mar 2007 - Mar 2008

  Customer Service Representative

  ● Handle 90+ calls daily in my four and half hours shift, with duties including signing up new customers, retrieving customer data, presenting relevant product information, and canceling services.● Promoted value added services in the most effective way and retention rate was 80%, which is20% higher than average.● Trained two new employees in how to use CRM, entering customer data and organizingcustomer interaction logs.● Received an average 85% customer satisfaction rating to date, 15% higher than companyaverage.● Research complicated cases without prompting to provide more comprehensive service tocustomers.● Remained courteous and calm at all times, even during moments of intense customerdispleasure.● Suggested a new tactic to persuade canceling customers to stay with the company, resulting in a5% decrease in cancellations. Show less

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  Centurion Bank of Punjab Limited now HDFC Bank Ltd

  Mar 2008 - Nov 2008

  Operations (Trade Finance)

  ● Opening and closing of accounts and related loans.● Support to Day to day through input of transactions on banking system(s) in line with business origination● Handling back office related activities in an efficient manner● Report changes to transactions to internal and external parties as required● Participate in team projects involving the testing of new setups on banking software to meet business needs● Liaise with other departments in relation to transactions being handled● Manage transaction follow-up and record updates accordingly● Assist in transnational regulatory checks as require● Assist the monitoring team in following up matters with clients as required● Assist in reconciliation of accounts across products● Handle filing of documentation and assist in periodic checks of documentation held Show less

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  HDFC Life

  Nov 2008 - Nov 2010

  Branch Account Officer / Shared Service Officer

  ● Cashiering in Life –Asia software for new business proposal as well as renewals including Group Business● Batch reconciliation for Cash / Checks received during the day.● Deposition of Cash / Cheeks on a regular basis in the bank.● Creating & Filing audit papers on a daily basis for cashiering closure.● Review and find cashiering discrepancy for allocated branch and provide feedback to accounts manager● Maintained Vendor master list for home branch as well as allocated branch.● Approach to new vendors as well as existing vendors for inventory needed for Home branch as well as allocated branch and negotiate rates, payment term, and delivery terms best for the company.● Maintain and establish long term relationships with vendors.● Tracking the Utility usage like electricity on a regular basis to control billing.● Taken care of regular administrative activity for the branch.● Assigned for home petty cash to regulate day to day operation as well as employee reimbursement.● Taken Care of Accounts Payable for home branch.● Maintained & updated Asset register for home branch as well as allocated branches.● Created Purchase Order for inventory for Home branch● Verified inventory and authenticate GRN in SAP FICO.● Provided support and training to non accounting personnel for the SAP FI CO / MM Module for the various needs of the department.● Provided Customer support regarding payment query & resolve it upfront.● Provided the NAV & Fund analysis data to customer on request, for unit linked policies● Generated revival quotes & further requirements for lapsed policies and communicate the same.● Helped the customer every possible way to address his grievances if any to Grievance department● Participated in persistence drives and make every possible effort to generate maximum revival.● To be informed and update each product of the company by attending training time to time conducted by the company. Show less

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  KALTHIA ENGINEERING AND CONSTRUCTION LIMITED

  Nov 2010 - Aug 2020

  •Led various operations of Human resource including recruiting, selecting, orienting, training, assigning, scheduling, coaching, counseling, employees, and integrated team of fellow accountants.•Adopted, improved, innovated, implemented process for revenue reconciliation in organization which minimized revenue leak.•Learn, design and implemented process for charge back’s, which result in to improvement for the organization.•Innovated dedicated reports for external audit in PMS, i.e. sales tax audit to avoid penalties & interest on properties•Actively participated in internal and external audits and gain knowledge and used the same to improve the existing process.•Participated and coordinated projects of migration, for PMS, Credit card merchant, bank, and accounting software.•Lead the project of integration of accounts payable for properties in” Buy Efficient” and shifted to PO base approval instead of Invoice base.•Lead the project of sales tax preparation, filing, reporting to authorities under the direction of in-house CPA.•Prepare and submit Inter company reconciliation monthly to in-house CPA. •Review Financials with records on monthly basis and submit to In-house CPA.•Prepare consolidated financials time to time on management call.•Oversee, consult, and guide fellow staff on daily accounting activity.•Regulate and prepare cash flow on daily basis and publish on Google sheet for internal clients.•Integrate and report, daily sales with industry standards to management, (STR Report).•Prepare and submit MIS to internal clients as well as external clients.•Regulated the process of Monthly, Quarterly, and yearly reporting from Properties for sales tax, reconciliation, and closing.•Avoided legal challenges by understanding current and proposed legislation; enforcing accounting regulations; recommending new procedures.•Guided other departments by researching and interpreting accounting policy; applying observations and recommendations. Show less •Understand and adapted to new environments of Hospitality Industry.•Integrated & Innovated PMS /POS workflow in dedicated designed excel which behave as an interface between PMS / POS & Accounting software.•Redesign GL’s for different segment of PMS in PMS as well as accounting software.•Developed dedicated reports for operation, sales & management to navigate through “ Market Segmentation”•Design & Develop PMS migration policy which result in to accuracy of data and zero loss.•Handled PMS migration with the help of property managers with minimum difficulty and time.•Lead the projects for new property in the area of POS Interface, merchant setup, bank account setup, etc.•Improved night audit report setup and credit card batch submission process to avoid errors and omission form property. •Reconcile revenue with payments and posting with GL, AR Ledger.•Reconcile advance deposit ledger with Payments.•Regulated AR / City Ledger collection with property managers for betterment of cash flow.•Track & investigate adjustments done in PMS by hotel staff and make sure its validity and authenticity. •Follow-ups with hotel staff on email & phone and educate them about correct process in the case of adjustment in PMS.•Gain enough experience about how to deal with non accounting fellow members and guide them work according to policy and process of the organization. •Regulated and implemented process for micro accounting in account receivable domain. Show less

  • Account Manager

    Apr 2012 - Aug 2020

  • Account Executive

    Nov 2010 - Mar 2012
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  HGS - Hinduja Global Solutions

  Nov 2020 - Feb 2021

  Customer Relations Associate / Customer Advisor

  • Respond to incoming customer queries on billing, payments, existing and new services, promotions and offers, upgrade or downgrade of services, payments, etc. • Authenticate customer information and validity as per client protocol, record interactions and service/account updates in detail to ensure continuity of support in the future • Calm irate customers and attempt to de-escalate situations by providing workable alternatives that satisfy the customer and help retain them. In cases where the issue is not resolved, escalate to the appropriate authority • Maintain reliability, schedule compliance and performance metrics at the required level, and strive to improve the same; focus on FCR - First Call Resolution • Upgrade product and process knowledge by attending huddles, classroom and e Learning sessions • Listen actively & ask probing questions to understand customer needs, have value based conversation with customers so they understand what they are getting and at what price, the quality of service etc. and right-size the services/packages to customer needs • Evaluate and analyze customer account information and recommend meaningful options, upsell products and services, where appropriate, to ensure customer benefits with variety of services from the client, thereby positively effecting the revenue • Educate customers on existing products and services, and promotions; always leave the customer feeling good about the resolution provided Show less

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  Hope Consultancy

  Feb 2021 - now

  Self Employed