Pratik Udani Email and Phone Number
Pratik Udani work email
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Pratik Udani personal email
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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.
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Senior Credit AnalystNational Bank Of CanadaToronto, On, Ca -
Estates Operations OfficerTd Nov 2023 - PresentMississauga, 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. -
Shift Leader / Key HolderMark'S Sep 2023 - PresentGreater 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. -
Area Credit ManagerTata Capital Feb 2023 - Jun 2023Rajkot, Gujarat, India -
Credit Manager (Commercial Banking)Kotak Mahindra Bank Dec 2020 - Feb 2023 -
Credit ManagerIncred Financial Services Nov 2019 - Oct 2020 -
Credit Manager (Commercial Banking)Kotak Mahindra Bank Feb 2017 - Nov 2019 -
Tax And Audit AssistantMukund V Mehta And Co. Jan 2015 - Dec 2016Rajkot, Gujarat, IndiaStatutory Audit, Tax Audit, Income Tax return filing, Preparation of financial Statement.
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Audit AssistantTarang R Kothari & Associates May 2011 - Aug 2014Ahmedabad Area, IndiaConsulting in the field of service tax, income tax, and statutory audit, bank audit.
Pratik Udani Skills
Pratik Udani Education Details
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H.L.Institute Of CommerceB.Com With Majors In Accounting -
Acca, UkDiploma In Ifrs -
S.N.Kansagra SchoolSecondary 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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