Summary
Overview
Work History
Education
Skills
Websites
Training
Timeline
Generic

Dhara Patel

Summary

To achieve a challenging role on a banking and accounting firm while supporting business in terms of systematically record transaction, sort and analyzing them, prepare financial statements, assessing the financial position and aid in decision making with financial data and information about the business.

Experienced customer service banking professional in managing accounting services, customer needs, meticulous and flexible in handling diverse issues. Knowledgeable about service regulations, and standards and deliver the best solution after the analytical procedure to match reputable standards of an organization.

Overview

14
14
years of professional experience
2011
2011
years of post-secondary education

Work History

Customer Services Team member

Woolworths
10.2024 - Current
  • Delivering information about a company's products and services.
  • Answering queries and concern about company’s product and services.
  • Processing orders and transactions.
  • Resolving issue and handling customer complains.
  • Collecting customer feedback.
  • Working as part of team.
  • Handling customer administrative task.
  • Providing proactive customer outreach.

Accounts payable officer

Catholic Homes
01.2024 - Current
  • Verifying and processing invoices.
  • Processing payments in accountable accounts.
  • Reconciling suppliers accounts to statements.
  • Maintaining financial records including invoices and payment data.
  • Dealing with payment related enquires and resolving it on time.
  • Assist on generating month-end closing report on accounts payables.
  • Listing invoices and payment data into the accounting system.

Pezzano Enterprise Pty Ltd
02.2024 - 06.2024
  • Supported current production needs by moving items between conveyors and staging areas.
  • Label items for storage and shipment.
  • Perform periodic inventory counts on schedule.
  • Helping to complete shipments, process and load orders.
  • Kept warehouse clean and organized to maximize team efficiency and productivity.

Banking service officer

Kotak Mahindra Bank
09.2019 - 12.2022
  • Deliver qualitative services.
  • Build customer relationships.
  • Maintain and manage existing accounts.
  • Capture new accounts.
  • Respond to customer inquiries and resolve.
  • Maintain customer database and update periodically.
  • Refer complex issues to the management.
  • Ensure best practices in rendering services to customers.

Cashier (Teller)

IndusInd Bank
04.2016 - 09.2019
  • Recording transactions, which involves logging checks and preparing transactional reports.
  • Counting and packaging currency.
  • Reconciling cash drawers.
  • Opening new accounts and helping with loan applications.
  • Promoting the bank's products and services.

Acting Sales executive

Religare Securities Ltd
01.2012 - 03.2015
  • Opening of Demat Accounts and work towards the completion of target.
  • Document collections, KYC and other verifications.
  • Responsible to make outbound calls and visit if necessary to sell/ open Demit Accounts.

Branch operation executive

Share khan Pvt Ltd
07.2011 - 12.2012
  • Company Overview: www.sharekhan.com
  • Customer service.
  • Client Relationship Management.
  • Team Operations.
  • Verify and check the Account opening form.
  • Business Process Improvement.
  • Www.sharekhan.com

Acting relationship manager

India Info line Ltd
02.2011 - 06.2011
  • Company Overview: www.indiainfoline.com
  • Involved in dealing with the customers.
  • Advising the clients for stock market related tips.
  • Analyzing the market movements and updating the clients for the same.
  • Www.indiainfoline.com

Education

Masters of E - Business -

Anand institute of business studies

Bachelor of Commerce - undefined

Anand institute of business studies

Skills

  • MS Office_0365
  • Finacle App

Training

Amin Machinery private ltd.

Timeline

Customer Services Team member

Woolworths
10.2024 - Current

Pezzano Enterprise Pty Ltd
02.2024 - 06.2024

Accounts payable officer

Catholic Homes
01.2024 - Current

Banking service officer

Kotak Mahindra Bank
09.2019 - 12.2022

Cashier (Teller)

IndusInd Bank
04.2016 - 09.2019

Acting Sales executive

Religare Securities Ltd
01.2012 - 03.2015

Branch operation executive

Share khan Pvt Ltd
07.2011 - 12.2012

Acting relationship manager

India Info line Ltd
02.2011 - 06.2011

Bachelor of Commerce - undefined

Anand institute of business studies

Masters of E - Business -

Anand institute of business studies
Dhara Patel