Pratik Udani

Pratik Udani Email and Phone Number

Senior Credit Analyst @ National Bank of Canada
Toronto, ON, CA
Pratik Udani's Location
Greater Toronto Area, Canada, Canada
Pratik Udani's Contact Details

Pratik Udani work email

Pratik Udani personal email

About Pratik Udani

Experienced Credit manager with demonstrated history of working in the Banking / NBFC industry. Having experience in underwriting, project finance in SME sector for business loans and commercial banking with assets funding. I believe in learning and keep on adding skills and knowledge along with implementing the same in work. I am keen to work and try to keep exploring new ventures and avenues. Looking for Opportunities in Management, Finance, Operations, Capital Markets, Equity Analyst.

Pratik Udani's Current Company Details
National Bank of Canada

National Bank Of Canada

View
Senior Credit Analyst
Toronto, ON, CA
Website:
nbc.ca
Employees:
19789
Pratik Udani Work Experience Details
  • National Bank Of Canada
    Senior Credit Analyst
    National Bank Of Canada
    Toronto, On, Ca
  • Td
    Estates Operations Officer
    Td Nov 2023 - Present
    Mississauga, Ontario, Canada
    ● Working on Tax slips for living persons along with working, Tax slips are issued as per CRA and upload tax slips on CRA portal and mailing to customers based on their requests for entire Canada.● Working on Tax slips for deceased persons along with working based on request raised through authorised representatives and issuing Tax slips as per CRA and upload tax slips to CRA portal and mailing to customers for entire Canada. ● Handling and reviewing of initial documents received by branch, for living and deceased clients for entire Canada for estates working. ● Working on administrating closing and serving of OPCs.● Review, analyse and resolve outstanding account discrepancies to support reconciliation group.● Meeting daily SLA requirements to settle estate account balance.
  • Mark'S
    Shift Leader / Key Holder
    Mark'S Sep 2023 - Present
    Greater Toronto Area, Canada
    • Be integral to store operations in areas of financial performance, training and development, staffing, customer satisfaction and merchandising standards• Manage all employees in day-to-day operations as Manager on Duty: including sales coaching, merchandising training and direction, and motivating the team to achieve sales goals.• Building customer relationships through exceptional customer service, and ensuring staff to follow footsteps along with building rapport through conversation and honest recommendations for the products.• Maximizing sales opportunities to achieve store targets with continuously hitting the Email opt-in for marketing, newsletter, product sales which ultimately increases sales. • Selling Canadian Tire credit cards. • Oversee store opening and closing: this includes verifying cash and safe floats, merchandising walkthroughs, and coordinating staff placement and daily tasks.• Reduce shrink through weekly cycle counts and thorough investigation of negative on hand reports.• Promoting Jumpstart – encouraging community involvement and fund-raising donations.
  • Tata Capital
    Area Credit Manager
    Tata Capital Feb 2023 - Jun 2023
    Rajkot, Gujarat, India
  • Kotak Mahindra Bank
    Credit Manager (Commercial Banking)
    Kotak Mahindra Bank Dec 2020 - Feb 2023
  • Incred Financial Services
    Credit Manager
    Incred Financial Services Nov 2019 - Oct 2020
  • Kotak Mahindra Bank
    Credit Manager (Commercial Banking)
    Kotak Mahindra Bank Feb 2017 - Nov 2019
  • Mukund V Mehta And Co.
    Tax And Audit Assistant
    Mukund V Mehta And Co. Jan 2015 - Dec 2016
    Rajkot, Gujarat, India
    Statutory Audit, Tax Audit, Income Tax return filing, Preparation of financial Statement.
  • Tarang R Kothari & Associates
    Audit Assistant
    Tarang R Kothari & Associates May 2011 - Aug 2014
    Ahmedabad Area, India
    Consulting in the field of service tax, income tax, and statutory audit, bank audit.

Pratik Udani Skills

Income Tax Auditing Tax Statutory Audit Financial Accounting Financial Reporting Goods And Services Tax Accounting Internal Audit Microsoft Office Microsoft Excel Financial Analysis Banking Finance Bookkeeping Internal Controls Internal Investment Banking Account Reconciliation Account Management

Pratik Udani Education Details

  • H.L.Institute Of Commerce
    H.L.Institute Of Commerce
    B.Com With Majors In Accounting
  • Acca, Uk
    Acca, Uk
    Diploma In Ifrs
  • S.N.Kansagra School
    S.N.Kansagra School
    Secondary And Higher Secondary Schooling

Frequently Asked Questions about Pratik Udani

What company does Pratik Udani work for?

Pratik Udani works for National Bank Of Canada

What is Pratik Udani's role at the current company?

Pratik Udani's current role is Senior Credit Analyst.

What is Pratik Udani's email address?

Pratik Udani's email address is pr****@****ail.com

What schools did Pratik Udani attend?

Pratik Udani attended H.l.institute Of Commerce, Acca, Uk, S.n.kansagra School.

What skills is Pratik Udani known for?

Pratik Udani has skills like Income Tax, Auditing, Tax, Statutory Audit, Financial Accounting, Financial Reporting, Goods And Services Tax, Accounting, Internal Audit, Microsoft Office, Microsoft Excel, Financial Analysis.

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