Sopita Dey
Dunedin,Otago, New Zealand
Summary
Customer-focused Finance and Banking professional with extensive experience across financial services, accounts management, and client relationship management in New Zealand and India. Skilled in financial advisory, customer portfolio management, and delivering tailored product solutions. Recognised for consistently achieving sales and service targets, improving financial processes, and supporting organisational growth. Currently pursuing the NZ Certificate in Financial Services (Level 5) to strengthen my knowledge of the New Zealand financial and regulatory environment.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Accounts Payable Officer
University of Otago – Financial Services Division
05.2024 - 08.2025
- Process invoices, reimbursements, and credit card statements in compliance with IRD tax regulations.
- Manage supplier accounts, reconciliations, and ledger adjustments, ensuring accuracy and compliance.
- Provide first-line financial services and reporting to support staff decision-making.
- Key Achievement: Improved processing efficiency and strengthened interdepartmental relationships by resolving complex account queries promptly.
- Managed accurate and timely processing of over 2000 invoices per month.
- Coordinated accounts payable functions and improved workflow for approximately 1000 staff members.
Lead Administrator
University of Otago
01.2024 - 04.2024
- Coordinated administration support across multiple academic units.
- Assisted in recruitment processes (Telao, Casper systems) with Human Resources.
- Streamlined workflows and improved compliance with university policies.
- Key Achievement: Successfully supported a division-wide recruitment cycle, reducing processing delays.
Associate Key Services Manager (NRI & Exclusive Customers)
TATA AIA Life Insurance Co. Ltd – IndusInd Bank Channel
11.2020 - 11.2022
- Delivered financial advisory services, managing high-value NRI and exclusive customer portfolios.
- Recommended tailored financial products to meet diverse customer needs.
- Built and maintained long-term client relationships, improving retention and satisfaction.
- Key Achievement: Awarded for 'Stupendous Performance in Wallet Share' (2021) for exceeding growth targets.
Associate Financial Services Manager
ICICI Prudential Life Insurance Co. Ltd – ICICI Bank
04.2018 - 10.2020
- Sold and advised on insurance and financial products, working closely with ICICI Bank branches.
- Supported customers in achieving financial goals through tailored solutions.
- Monitored client engagement and ensured policy persistency.
- Key Achievements: Employee of the Year 2020 and Certificates of Excellence and Appreciation for top performance (2018–2019).
Junior Executive (HR & Admin)
OPPO Mobiles West Bengal Pvt. Ltd
10.2016 - 04.2017
- Conducted market research, reporting, and operational support.
- Managed inventory, negotiated with stakeholders, and resolved business issues.
- Produced sales and performance reports for management review.
Education
NZ Certificate in Financial Services - Level 5
Otago Polytechnic/Te Pukenga
Dunedin, New Zealand07.2025
Postgraduate Diploma in Applied Management - Applied Management
Otago Polytechnic/Te Pukenga
Dunedin, New Zealand11.2023
Diploma - Advanced Corporate & Financial Accounting
Xbridge
Kolkata, India01.2023
Diploma - Computer Applications
Computer Dot Com
Kolkata, India01.2017
Master of Arts - History of Arts
Rabindra Bharati University
Kolkata, India01.2014
Bachelor of Arts - History of Arts
Rabindra Bharati University
Malda, India01.2012
Skills
- Financial Services & Advisory: Customer portfolio management, financial product solutions, cross-selling
- Financial Systems: Finance One, Unimarket, Kofax, Xero Payroll, MYOB Business Payroll, Advanced Excel (VLOOKUP, Pivot Tables)
- Customer Service & Sales: Member-focused solutions, relationship management, business development
- Core Competencies: Analytical decision-making, negotiation, compliance, communication, problem-solving
- Professional Values: Own It We’re With You Do What’s Right One Team
Certification
- Certification in Accounts Administration & Payroll – Career Academy NZ (2025)
- Professional Certification in Bicultural Competency (Te Rito) – University of Otago (2025)
- Shorthand & Typewriting Certificates – India (2015)
- National Certificates in Communication & ICT Skills – India (2014)
Hobbies and Interests
Learning Languages: Fluent in English, Hindi, and Bengali; currently learning Te Reo Māori., Community Involvement: Actively engaged in local community initiatives in Dunedin., Cooking: Enjoy exploring cuisines and culinary techniques.
Timeline
Accounts Payable Officer
University of Otago – Financial Services Division
05.2024 - 08.2025
Lead Administrator
University of Otago
01.2024 - 04.2024
Associate Key Services Manager (NRI & Exclusive Customers)
TATA AIA Life Insurance Co. Ltd – IndusInd Bank Channel
11.2020 - 11.2022
Associate Financial Services Manager
ICICI Prudential Life Insurance Co. Ltd – ICICI Bank
04.2018 - 10.2020
Junior Executive (HR & Admin)
OPPO Mobiles West Bengal Pvt. Ltd
10.2016 - 04.2017
NZ Certificate in Financial Services - Level 5
Otago Polytechnic/Te Pukenga
Postgraduate Diploma in Applied Management - Applied Management
Otago Polytechnic/Te Pukenga
Diploma - Advanced Corporate & Financial Accounting
Xbridge
Diploma - Computer Applications
Computer Dot Com
Master of Arts - History of Arts
Rabindra Bharati University
Bachelor of Arts - History of Arts
Rabindra Bharati University
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