Priti Shah Email & Phone Number

Australia

Emerald, Queensland, Australia

1. Reconcile transactions in Xero and issue invoices. 2. Manage mid- and end-of-month disbursements and reports. 3. Prepare monthly BAS, PAYG, and superannuation reports for compliance. 4. Process bank receipts and perform reconciliations. 5. Handle administrative tasks and organize documentation. 6. Assist agents with transactions for smooth operations..

Emerald, Queensland, Australia

1. Present and explain financing options, extended warranties, and insurance products to customers, matching offerings to their specific needs2. Complete all necessary paperwork for vehicle sales, including title work, registration, and loan/lease documents.3. Maintain accurate records of all transactions and prepare regular financial reports.4. Handle.

Mumbai, Maharashtra, India

• Providing accurate investment advice to clients.
• Coordinating with dealers, helping, and supporting them in their activities to achieve set targets.
• Evaluating financial reports.
• Make changes in investment strategies based on market conditions.
• Analysing and interpreting financial reports.
• Advising clients on investment strategies based on market conditions.

Mumbai, Maharashtra, India

• Buying and selling shares, stocks, and other securities on behalf of investors.
• Source new clients through networking and cold calling.
• Recommending clients of new investment opportunities within the stock market.
• Provide regular updates to clients regarding the status of their investment portfolios.

Mumbai, Maharashtra, India

• Organizing the morning meetings with the team members.
• Notifying your mentees of anticipated adjustment-related challenges and providing them with appropriate tools to assist in overcoming them.
• Encouraging mentees to participate in mentor-mentee bonding activities to help them with their social orientation.
• Providing support to mentees at periods of emotional and medical distress.
• Attending mentoring sessions to discuss progress, problems, and scheduled mentorship events. So that they have a better version of themselves.
• Reporting all urgent problems to our Head of Mentorship for a thorough examination.

Mumbai, Maharashtra, India

• Manage all aspects of demat services, including account opening, maintenance, and closure.
• Ensure compliance with regulatory requirements and internal policies.
• Collaborate with trading teams to provide exceptional customer service.
• Help to keep track of an investor's holdings in shares, exchange-traded funds, bonds, and mutual funds in one place.

Mumbai, Maharashtra, India

• Provide guidance, advice, and support, and stay in touch with the customer to assess their account.
• Providing the right and accurate information to the client.
• Maintain the ethical and professional way of handling client relationships.

Mumbai, Maharashtra, India

1. Perform essential bookkeeping tasks, including accurate data entry and account reconciliation. 2. Prepare and maintain financial records, ledgers, and reports. 3. Assist in preparing tax returns for individuals and businesses, ensuring compliance with regulations. 4. Support the analysis of monthly, quarterly, and annual financial reports to provide.

Mumbai, Maharashtra, India

• Manages multiple client accounts simultaneously and has good time-management skills.
• On behalf of manager, I Helps clients to create financial plans to achieve their goals.
• Responds to client calls and emails promptly and answers all financial questions and addresses concerns.
• Bring in new clients and manages a book of business.
• Developing financial plans to help clients achieve their long-term and short-term financial goals.
• Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.

Associate Member, Associate Member

A Certified Practising Accountant (CPA) is a finance, accounting and business professional with a specific qualification.

Master'S Degree, Accounting And Finance

Bachelor Of Commerce - Bcom, Accounting