Management Trainee - VTP Realty Pvt. Ltd. - Pune, Maharashtra
(2026-03 - 2026-06)
- Analyzed pricing structures, payment plans, and financial terms for residential projects, ensuring accurate client-facing cost and payment communication — comparable to reviewing account charges for accuracy.
- Maintained and updated customer financial records and transaction pipelines in Salesforce CRM, ensuring data accuracy for reporting, reconciliation, and forecasting.
- Coordinated cross-functionally with Sales, Marketing, and CRM teams to streamline transaction processing and support operational efficiency, working with multiple internal stakeholders.
- Conducted comparative market and competitor analysis to support informed financial decision-making, translating data findings into clear recommendations.
- Tracked pipeline metrics and maintained structured, audit-ready follow-up records — reinforcing attention to detail and process discipline.
Financial Intern - Commodity Samachar Securities Pvt. Ltd. - Pune, Maharashtra
(2025-06 - 2025-12)
- Managed and monitored a portfolio of 60+ client accounts, tracking payment statuses and resolving outstanding balances — directly transferable to AP invoice and payment tracking workflows.
- Identified and resolved billing and payment discrepancies through active client communication, applying the same root-cause investigation and resolution approach required for invoice/PO discrepancy handling in P2P.
- Coordinated with internal research, compliance, and operations teams to resolve account discrepancies and ensure seamless service — managing multiple stakeholders across functions.
- Maintained precise, CRM records of all client interactions, account updates, and transaction history, ensuring documentation accuracy under deadlines.
- Prepared concise financial and reconciliation-style reports summarizing account activity for the senior sales team, supporting timely and accurate reporting.
- Negotiated client onboarding arrangements, converting qualified leads into active accounts — onboarded 92 new clients, paralleling vendor/supplier onboarding coordination.
Joint General Secretary - Dr. D.Y. Patil University – GBSRC - Pune, Maharashtra
(2025 - 2026)
- Coordinated student council activities and event logistics, acting as liaison between students and administration — built strong multi-stakeholder communication and process management skills.
Digital Marketing Lead - Synergy Summit (DPU × J4E) - Pune, Maharashtra
(2025 - 2025)
- Led end-to-end online promotions and member onboarding campaigns, demonstrating initiative, adaptability, and result-oriented execution.
NBA Accreditation Volunteer - Dr. D.Y. Patil University - Pune, Maharashtra
- Coordinated scheduling and documentation support for the visiting accreditation team — demonstrating accuracy, reliability, and adherence to process guidelines.