Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Ganga Vonteddu

Glenorchy,TAS

Summary

Analytical, result-oriented professional with 5 years of experience in providing financial planning services to a wide range of clients, outlining investment insights, potential risks and delivering market intelligence in line with the current rates. Proven expertise in home loan operations as well as providing financial solutions to business owners in building their business.

Overview

15
15
years of professional experience

Work History

Intermediate Accountant

MWJ Accountants
03.2023 - Current
  • Enhanced financial reporting accuracy by streamlining reconciliation processes and improving data analysis.
  • Reduced discrepancies in accounts receivable by diligently reviewing invoices and ensuring timely follow-up with clients.
  • Increased efficiency of month-end closing procedures through proactive management of deadlines and thorough preparation for audits.
  • Assisted in the successful implementation of a new accounting software system, resulting in improved productivity and streamlined workflow.
  • Prepared comprehensive financial reports for senior management, providing valuable insights into budgetary performance and variances.

Personal Banking Advisor

Credit Union Bank
06.2017 - 08.2019
  • Increased customer satisfaction by providing personalized banking solutions and product recommendations.
  • Built strong relationships with clients, identifying their financial needs and offering tailored advice.
  • Enhanced customer retention by proactively addressing concerns and resolving issues in a timely manner.
  • Educated clients on available banking products and services, ensuring they had the tools necessary to make informed decisions about their finances.
  • Assisted customers with loan applications, navigating the approval process and securing favorable terms for borrowers.
  • Collaborated with colleagues to share best practices and enhance overall branch performance.

Retail Branch Operations Manager

ICICI Bank Limited
08.2009 - 11.2011
  • Improved branch efficiency by streamlining operations and implementing new processes.
  • Managed daily branch operations for optimal productivity and customer satisfaction.
  • Reduced staff turnover with effective training programs and employee support initiatives.
  • Increased overall sales, implementing targeted marketing strategies and promotional campaigns.
  • Developed strong relationships with clients, resulting in increased loyalty and repeat business.
  • Oversaw inventory management processes, ensuring accurate records and timely reordering for optimum stock levels.
  • Streamlined communication between departments, improving collaboration efforts within the company as well as problem resolution times.
  • Monitored financial transactions to detect any suspicious activity or potential fraud.

Letter of Credit Officer

Bank Of Baroda
11.2008 - 06.2009
  • Streamlined loan processing procedures by implementing efficient document management systems.
  • Reduced turnaround time for loan approvals through diligent review and analysis of loan applications.
  • Maintained strict compliance with industry regulations and company policies during all stages of the loan process.
  • Enhanced customer satisfaction by providing timely and accurate information on loan products and services.
  • Participated in ongoing training programs to stay current on industry trends, regulations, and best practices in loan processing.
  • Worked closely with colleagues across departments to ensure seamless coordination throughout the entire loan process.

Education

Diploma of Information Technology-Networking - Information Technology

RGIT
Hobart, TAS
09.2020

MBA - Business Administration And Management

Holmes Institute
Melbourne, VIC
11.2015

Master of Accounting - Professional Accounting

Holmes Institute
Melbourne, VIC
11.2015

Post Graduate Diploma in Banking - Banking And Finance

Manipal University
Karnataka, INDIA
11.2009

Skills

  • Relationship Management
  • Wealth Management
  • Portfolio Management
  • Loan Processing
  • Risk Management
  • Mortgage Advisory
  • Products and Services Knowledge
  • Cross-Selling Expertise
  • Attention to Detail

Accomplishments

  • Achieved "Levitetors-Crack the Silence" regional competition by achieving the target for most number of Home Loans in ICICI Bank.
  • Documented and resolved 'Gold Sovereign Bonds' issue with Wealth Management Client which led to more influx of investments.

Timeline

Intermediate Accountant

MWJ Accountants
03.2023 - Current

Personal Banking Advisor

Credit Union Bank
06.2017 - 08.2019

Retail Branch Operations Manager

ICICI Bank Limited
08.2009 - 11.2011

Letter of Credit Officer

Bank Of Baroda
11.2008 - 06.2009

Diploma of Information Technology-Networking - Information Technology

RGIT

MBA - Business Administration And Management

Holmes Institute

Master of Accounting - Professional Accounting

Holmes Institute

Post Graduate Diploma in Banking - Banking And Finance

Manipal University
Ganga Vonteddu