Hozefa Pipawala
Thane
Summary
Hardworking account manager with several years of experience working directly with clients to service accounts. Expert at communication and applying targeted salesmanship techniques to achieve sales goals. Successful at increasing revenue with new accounts while maintaining relationships with existing ones.
Overview
12
12
years of professional experience
Work History
Sales Accounts Manager
Multi Cable Limited
Dar Es Salaam
08.2021 - Current
- Reviewed monthly results and implemented plans to correct variances.
- Conducted risk assessments related to finance operations processes and identified areas for improvement.
- Coordinated the preparation of tax returns by providing necessary documents to outside CPA firm.
- Oversaw accounts payable and receivable functions ensuring accurate recording of financial transactions.
- Maintained records of fixed assets in accordance with established policies and procedures.
- Developed and maintained internal control systems in compliance with GAAP regulations.
- Managed day-to-day cash flow activities including forecasting cash requirements.
- Assisted with the design, implementation and maintenance of an ERP system across multiple locations.
- Monitored and analyzed accounting data and financial transactions to assess accuracy, completeness, and conformance to reporting standards.
- Provided training and support on accounting software packages as needed throughout the organization.
- Created monthly, quarterly and annual reports for management review.
- Analyzed complex financial information and reported key findings to senior executives.
Relations manager
Bajaj Allianz Life Insurance Co.Ltd
Mumbai
10.2019 - 05.2021
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Analyzed market trends and identified potential new customers through research activities.
Financial Consultant
ICICI Prudential Life Insurance Co.Ltd
Mumbai
02.2018 - 04.2019
- Maintained up-to-date records of all transactions conducted on behalf of clients.
- Assisted clients in understanding current market conditions and how they affect their investments.
- Collaborated with colleagues across departments within the organization in order to ensure a smooth transition between stages of client service delivery.
- Monitored client accounts daily for changes in value or activity levels.
- Created comprehensive financial plans that included retirement planning, cash flow analysis, estate planning and insurance coverage reviews.
- Advised clients on risk management, asset allocation, portfolio diversification, and tax planning strategies.
- Communicated regularly with clients via phone calls or emails regarding updates on their investments or other relevant information about the markets.
Corporate Agency Manager
HDFC Standard Life Insurance Co.Ltd
Mumbai
09.2016 - 12.2017
- Coordinated with multiple departments to ensure successful completion of projects.
- Established effective communication channels between internal teams and external partners and clients.
- Created financial plans for clients and monitored their progress.
- Negotiated contracts with vendors and suppliers to secure favorable terms.
- Analyzed client data to identify trends in customer needs and preferences.
- Identified opportunities for process improvement initiatives within the agency.
- Managed relationships with vendors, suppliers, and other external stakeholders.
- Provided training sessions on company policies and procedures for employees.
Accountant
A.E.Motiwala Jewellers
Mumbai
08.2012 - 04.2015
- Performed general ledger reconciliations on a timely basis.
- Prepared monthly closing entries for multiple companies' books of records.
- Created journal entries accurately and timely for month end close processes.
- Assisted in the preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
- Reviewed invoices for accuracy and completeness prior to payment processing.
- Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
- Provided guidance to other departments regarding accounting policies and procedures.
- Reported on financial results including balance sheets, income statements, cash flow statements.
- Monitored cash flows and prepared weekly cash projections.
- Maintained up-to-date knowledge of Generally Accepted Accounting Principles guidelines.
Education
Bachelor of Commerce -
Mumbai University (MU)
Mumbai04.2016
Higher Secondary Certificate (HSC) -
MSBSHSE
Mumbai02.2013
Secondary School Certificate (SSC) -
MSBSHSE
Mumbai04.2010
Present Data Analyst -
ExcelR
Fitness Science & Nutrition -
K11 School of Fitness Science
Skills
- Technical Skills
- Data Analytics
- Sales Analysis
- Account Management
- Business Development
- Client Relationship Management
- Revenue Generation
- Account Servicing
- Needs analysis
- Team Training
- Report Writing
Accomplishments
- Best Employee Award for Achieving Month on month target, in HDFCLIFE in June 2017
- Best Employee Award for Achieving Month on month target, in IPRU in July 2018
- Supporting Member in RcMDT
- Marathon Run in Completing 10km Marathon in Dar Es Salaam
Personal Information
- Place of Birth: Mumbai
- Date of Birth: 08/05/94
- Gender: Male
- Nationality: Indian
Extracurricular Activities
Member, Rotract Club of Mumbai Downtown, Mumbai, 08/01/11, 03/01/20
Paramedic, Saifee Ambulance, Mumbai, 11/01/11, 06/01/21
Student Manager, Department of Lifelong Learning and Extension (DLLE), Mumbai University, Mumbai, 04/01/14, 03/01/15
Hobbies and Interests
- Cooking
- Watch Movies
- Travelling & Clubing
- Acting
- Bike Riding
Languages
Gujarati
First Language
English
Advanced (C1)
C1
Hindi
Proficient (C2)
C2
Marathi
Intermediate (B1)
B1
Swahili
Beginner (A1)
A1
Timeline
Sales Accounts Manager
Multi Cable Limited
08.2021 - Current
Relations manager
Bajaj Allianz Life Insurance Co.Ltd
10.2019 - 05.2021
Financial Consultant
ICICI Prudential Life Insurance Co.Ltd
02.2018 - 04.2019
Corporate Agency Manager
HDFC Standard Life Insurance Co.Ltd
09.2016 - 12.2017
Accountant
A.E.Motiwala Jewellers
08.2012 - 04.2015
Bachelor of Commerce -
Mumbai University (MU)
Higher Secondary Certificate (HSC) -
MSBSHSE
Secondary School Certificate (SSC) -
MSBSHSE
Present Data Analyst -
ExcelR
Fitness Science & Nutrition -
K11 School of Fitness Science
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