Dev Joshi is a MBA Aspirant | Overseas Accounting and Financial Analysis at Valserve | Client Service Officer at InvestWise Investment Solutions | Finance Enthusiast | Sports Freak |.
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Overseas Accounting And Finance InternSourcein Solutions Jun 2024 - Jul 2024Ahmedabad, Gujarat, IndiaInternship Experience at SourceInDuring my internship at SourceIn, I developed a wide range of hard and soft skills that have significantly contributed to my professional growth. From technical expertise to communication and teamwork, every task I undertook provided valuable learning experiences. This opportunity allowed me to deepen my understanding of my field while adapting to SourceIn's corporate culture. The chance to apply my knowledge in real-world scenarios and collaborate with experienced professionals was truly enriching.Key Skills Developed:- Accounting Software (Xero, QBD, QBO, Microsoft Dynamics 365, Oracle): Gained expertise in managing bookkeeping, financial reporting, and reconciliation across multiple accounting platforms.- Cost Analysis (Yardi): Acquired skills in cost analysis and optimization, identifying opportunities for savings and improving profitability.- Valuation and Analytical (Yardi): Enhanced abilities in property valuation and financial analysis, leveraging data for actionable insights.- Communication: Improved written and verbal communication, effectively presenting financial data and collaborating with team members.- Inventory Management (Xero): Efficiently managed inventory, optimizing stock levels and ensuring product availability.- Microsoft Excel: Advanced proficiency in Excel for Functional tools, data analysis and process automation. -
Client Services OfficerInvestwise Financial Solutions Dec 2021 - May 2023Navsari, Gujarat, IndiaClient Service Officer | Relationship Management | Customer SuccessExperienced Client Service Officer with a proven track record of delivering exceptional customer service and building strong client relationships. Adept at understanding client needs and providing timely solutions to ensure client satisfaction and retention. Skilled in effectively managing client accounts, addressing inquiries, resolving issues, and delivering a seamless client experience.Key Skills: ➤ Relationship Management: Proactively engage with clients to understand their requirements, establish rapport, and build long-lasting relationships based on trust and mutual respect. Develop a deep understanding of client businesses and tailor services to meet their unique needs.➤ Customer Success: Ensure client success and satisfaction by offering personalized support, guidance, and product knowledge. Collaborate closely with internal teams to address client concerns, resolve issues, and ensure timely delivery of solutions.➤ Account Management: Oversee a portfolio of client accounts, acting as the main point of contact for all inquiries, requests and escalations. ➤ Communication and Collaboration: Exhibit excellent communication skills to effectively convey complex information to clients, both verbally and in written form. Collaborate with cross-functional teams, including sales and operations, to ensure seamless service delivery and exceed client expectations.➤ Problem Solving: Proactively identify and troubleshoot client issues, providing innovative and efficient solutions to enhance their experience. Maintain a strong attention to detail, manage competing priorities, and adapt quickly to evolving client needs.➤ Technology Proficiency: Leverage customer support tools to manage client interactions, track progress, and analyze data for continuous improvement. Stay updated with industry trends and developments to provide cutting-edge solutions to clients.
Dev Joshi Education Details
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Master Of Business Administration - Mba -
Sri Sathya Sai National Leadership Programme For Self-Transformation -
Second Class
Frequently Asked Questions about Dev Joshi
What is Dev Joshi's role at the current company?
Dev Joshi's current role is MBA Aspirant | Overseas Accounting and Financial Analysis at Valserve | Client Service Officer at InvestWise Investment Solutions | Finance Enthusiast | Sports Freak |.
What schools did Dev Joshi attend?
Dev Joshi attended Narayana Business School, Sri Sathya Sai Institute Of Higher Learning, Veer Narmad South Gujarat University, Surat.
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