Sheikh Raheel Ahamed
Riyadh,Riyadh Region
Summary
Detail-oriented professional with expertise in Microsoft Office Suite and Excel proficiency, specialising in cash book reconciliation, accounts payable and receivable, and sales ledger management. Demonstrates strong balance sheet oversight and bank reconciliation skills, complemented by exceptional communication abilities and customer service excellence. Adept at invoice processing, inventory control, and bookkeeping, with a focus on enhancing financial accuracy and operational efficiency.
Overview
10
10
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work history
Admin cum Accountant Assistance
Mark Al Commercial Brokers LLC
Dubai, UAE
12.2022 - 08.2024
- Managed incoming and outgoing correspondence, including mails, emails, and phone calls.
- Maintained accurate records and databases to support operational efficiency.
- Entered data into various software systems, spreadsheets, and databases.
- Recorded financial transactions, invoices, and payments in accounting software.
- Monitored business expenses by managing receipts and invoices.
- Assisted accounting manager with month-end tasks to ensure timely reporting.
- Promoted banking products, such as credit cards, to customers.
- Identified new business opportunities to enhance sales pipelines.
- Ensured timely invoice payments with diligent follow-ups.
Senior Executive Dealer
SBI CAP Securities Limited
Bangalore, India
10.2021 - 08.2022
- Communicated trading calls and investment ideas to clients, ensuring timely updates on market outlook.
- Executed trades on behalf of clients while providing insights on rates and trends.
- Conducted advisory sessions based on thorough research to inform client decisions.
- Generated brokerage and volume through effective client engagement and service delivery.
- Identified new revenue streams while nurturing relationships with existing clients.
- Achieved targeted revenue generation and client activation goals consistently.
- Cross-sold third-party products, including life insurance and mutual funds, to enhance portfolio offerings.
Senior Sales Executive (SRM)
LKP Securities Limited
Bangalore, India
06.2021 - 09.2021
- Facilitated opening of trading and demat accounts using networking database.
- Executed trades on behalf of clients, supported by comprehensive research reports.
- Cultivated client habits for utilising terminal, web portal, and mobile app for trading.
- Cross-sold life insurance, health insurance, and mutual funds to diversify client portfolios.
- Managed client accounts to ensure high levels of satisfaction.
- Maximised revenue generation through implementation of innovative sales strategies.
Senior Executive (RM)
Motilal Oswal financial services Limited
Bangalore, India
01.2018 - 05.2021
- Generated leads across bank channels and open market.
- Prospected and identified new clients to expand customer base.
- Managed end-to-end sales processes for demat and trading account openings.
- Executed regular follow-ups with clients, resulting in successful sales closures.
- Drove revenue generation from sourced accounts through online and offline channels.
- Administered portfolio management to facilitate cross-selling opportunities and enhance profitability.
Relationship Manager
Religare Securities Limited
Bangalore, India
03.2017 - 01.2018
- Executed lead generation strategies for bank channels and open market.
- Conducted regular client follow-ups to drive sales performance.
- Managed end-to-end sales processes for opening Demat and trading accounts.
Admin cum Accounts Assistance
Citizen Motors
Kaup, India
06.2014 - 12.2016
- Assisted accounting manager with month-end tasks to ensure timely reporting.
- Prepared monthly financial reports for tax filing purposes.
- Processed accounts payable and managed petty cash for operational efficiency.
- Created purchase and sales invoices for clients, ensuring accuracy.
- Notified vendors regarding payment status to maintain strong relationships.
- Managed all accounting transactions, ensuring compliance with regulations.
- Documented financial transactions by entering account information accurately.
- Reviewed and updated technical documents, coordinating with teams for timely revisions.
- Carried out day-to-day duties accurately and efficiently.
- Increased customer satisfaction by resolving issues.
- Completed customer orders with speed and accuracy.
Education
MBA - Finance
Annamalai University
01.2012 - 01.2014
PGPM - Finance & Marketing
National Accreditation Board for Education & Training
01.2012 - 01.2014
BBM - Bachelor of Business Management
Mangalore University
01.2009 - 01.2011
Skills
- Microsoft Office Suite
- Excel proficiency
- Cash book reconciliation
- Accounts payable and receivable
- Sales ledger management
- Balance sheet oversight
- Bank reconciliation
- Communication skills
- Customer service excellence
- Invoice processing
- Inventory control and management
- Bookkeeping expertise
Certification
- NISM Series 5 - Mutual Funds
- NISM Series 7 - Securities and Operational Risk Management
- NISM 8 - Equity Derivatives
- Tally
Languages
English
Hindi
Urdu
Kannada
Personal Information
- Passport Number: C1837927
- Date of birth: 08/02/90
- Nationality: Indian
- Marital status: Married
Timeline
Admin cum Accountant Assistance
Mark Al Commercial Brokers LLC
12.2022 - 08.2024
Senior Executive Dealer
SBI CAP Securities Limited
10.2021 - 08.2022
Senior Sales Executive (SRM)
LKP Securities Limited
06.2021 - 09.2021
Senior Executive (RM)
Motilal Oswal financial services Limited
01.2018 - 05.2021
Relationship Manager
Religare Securities Limited
03.2017 - 01.2018
Admin cum Accounts Assistance
Citizen Motors
06.2014 - 12.2016
MBA - Finance
Annamalai University
01.2012 - 01.2014
PGPM - Finance & Marketing
National Accreditation Board for Education & Training
01.2012 - 01.2014
BBM - Bachelor of Business Management
Mangalore University
01.2009 - 01.2011
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