Laveneet Singh

Accounting and finance professional with hands-on experience as an Accountant at CA Firm, with exposure to accounting, taxation, internal and concurrent audits across finance, government organizations, including IDBI. Experienced in tax compliance, financial accuracy, and audit processes. Additionally, gained experience at Anand Rathi in SIPs and investment products, lead generation, cold calling, client engagement, cross-selling, and relationship management.

Seeking to leverage my accounting, taxation, finance, and client-facing skills in a dynamic organization.

Investment & Marketing Experience - Anand Rathi

• Assisted in promoting and explaining Systematic Investment Plans (SIPs) and other investment products to prospective and existing clients.
• Conducted cold calling and cold pitching to identify prospective customers, generate leads, and create awareness about investment opportunities.
• Engaged with clients to understand their financial objectives and assisted in presenting suitable investment options based on their requirements.
• Performed cross-selling and up-selling of relevant financial products to existing and prospective clients.
• Participated in marketing activities and lead-generation campaigns to expand the customer base and improve product outreach.
• Maintained regular communication and follow-ups with prospects to nurture leads and support their conversion into clients.
• Developed strong client communication, persuasion, negotiation, and relationship-management skills through direct interaction with prospective investors.
• Assisted in explaining the basic features, benefits, and investment approach of SIPs in a clear and customer-friendly manner.
• Worked towards achieving assigned sales and lead-generation targets while maintaining a professional approach to client interactions.

Accountant - Rout Agrawal & Co. - Lajpat Nagar 1, New Delhi

(2024-01 - 2025-06)

CA Firm in New Delhi, With 100+ Clients, 20+ Employees Internal Audit, Statutory Audit & Con-Current Audit

• Performed detailed statutory compliance reviews and verifying adherence to GST, TDS and other regulatory obligations to prevent non-compliance penalties.
• Carried out vouching and verification of key transactions, including purchase orders, sales invoices, and payments, ensuring accuracy and authenticity of financial records.
• Preparing Audit Programme, Audit Reports and their Recommendations, and actively participated in discussions with management to review audit findings and observations, providing insights for corrective actions and process improvements.
• Conducted statutory audits of key financial areas including Cash and Bank, Prepaid Expenses, Finance Cost, and Borrowings.
• Engaged in concurrent audits of loan disbursement cases for banking and NBFC clients, including IDBI Bank.

PGDM - Finance&Marketing - ITS SCHOOL OF MANAGEMENT (2025 - 2027)

B.Com (H) - SHYAM LAL COLLEGE ( UNIVERSITY OF DELHI ) (2021 - 2025)

CBSE-Class XII - AK CHILDREN ACADEMY (2020 - 2021)

CBSE-Class X - AK CHILDREN ACADEMY (2018 - 2019)