Hello, my name is

PAVAN MAISURIA

I am FINANCIAL ADVISOR

I am a dedicated financial advisor with expertise in financial planning, client management, and product sales, leveraging analytical tools and strategies to drive growth, customer satisfaction, and operational excellence.

<b>PAVAN</b>  MAISURIA
  • 4 + Years of Experience
  • 14+ Completed Projects
Web Developer

What have i done

my Projects
Optimizing Supplier Relations through ERP Systems
Global Supplier Communication Project
  • Streamlined communications with global suppliers (India, Bangladesh, China) using ERP tools.
  • Ensured seamless operations and on-time deliveries through effective supply chain management.
  • Fostered collaboration across regions, enhancing overall operational efficiency.
Enhancing Reporting Accuracy with Data Automation
Automated Reporting System
  • Developed Excel-based reports, macros, and Power BI dashboards.
  • Increased data accuracy by 25% with automation tools and advanced queries.
  • Delivered real-time insights, improving decision-making processes for management.
Automating Payment Monitoring for Efficiency
Payment Reconciliation Workflow
  • Automated payment schedule tracking using accounting software (QuickBooks, Xero).
  • Reduced overdue invoices by 18% with digital invoicing and reconciliation tools.
  • Improved cash flow and financial management through streamlined processes
Leveraging CRM for Customer Experience Improvement
Customer Satisfaction Enhancement
  • Boosted satisfaction scores by 15% using CRM tools and analytics.
  • Implemented customer feedback loops for continuous improvement.
  • Delivered tailored customer experiences, increasing loyalty and retention.
view work
Improving Food Safety with IoT Solutions
IoT-based Food Safety Monitoring
  • Monitored food safety through IoT-based kitchen equipment and real-time data.
  • Adhered to HACCP principles to ensure compliance and safety standards.
  • Enhanced operational efficiency by automating food safety checks and cleaning schedules.
view work
Ensuring Secure Transactions with Technology
Integrated Fraud Detection System
  • Integrated fraud detection algorithms within POS and payment systems.
  • Improved transaction security by identifying anomalies and preventing fraud.
  • Ensured smooth cash flow and reduced operational risks.
view work
Services

Professional skills

my Talent
Financial Analysis

 Expertise in financial modeling, portfolio management, and conducting thorough market trend analysis to drive decisions.

85%
Customer Relationship Management (CRM)

Proficient in utilizing CRM tools like Salesforce to enhance client engagement, build lasting relationships, and drive business growth.

90%
Data Analysis & Reporting

Skilled in using Excel, Power BI, and SQL to create reports, dashboards, and provide actionable insights.

85%
Sales & Product Management

Extensive experience in driving product sales, managing client portfolios, and developing strategies for revenue growth.

85%
Skills
Work Experience
Client Coordinator / Admin
Pratex Industries
February 2024 - October 2024
  • Managed supplier communication using SAP, Oracle, and ERP tools for smooth global operations.
  • Developed automated reports with Excel, Power BI, and SQL, increasing accuracy by 25%.
  • Reduced overdue invoices by 18% through payment monitoring and accounting software integration.
Crew Member
Tim Hortons
November 2023 - February 2024
  • Increased customer satisfaction by 15% using CRM tools, POS terminals, and analytics dashboards.
  • Ensured food safety with IoT-based kitchen monitoring systems, improving operational efficiency by 10%.
  • Processed transactions accurately through integrated payment systems, fraud detection, and reconciliation tools.
Crew Member
McDonald’s
March 2023 – November 2023
  • Authored a 15-page technical requirements specification with Markdown, Balsamiq, and Swagger.

  • Designed user-flow diagrams in Whimsical, reducing system design errors by 20%.

  • Developed backend architecture using Python, Flask, and PostgreSQL, improving data throughput by 25%.

Sales Officer
Bajaj Finserv
June 2021- May 2022
  • Managed a portfolio of 50+ clients using Salesforce CRM and automated marketing solutions.
  • Increased revenue by 20% through market trend analysis, financial modeling, and competitive pricing strategies.
  • Improved credit check accuracy by 10% with credit bureau APIs and fraud detection tools.
Sales Representative
HDFC Bank
August 2019 – August 2020
  • Increased monthly sales by 30% using predictive analytics and AI-driven customer segmentation tools.
  • Reduced churn by 15% through client feedback, loyalty analytics, and tailored retention strategies.
  • Streamlined loan approvals by 12% with AI-based credit scoring and fraud monitoring systems.
Education
Dual Post-Graduate Diploma in HR, Marketing, and Entrepreneurship
Trent University
September 2022 – April 2024

Gaining expertise in HR, marketing, and entrepreneurship to tackle real-world business challenges strategically.

Master of Business Administration (MBA)
Gujarat Technical University
June 2019 – June 2021

Specialized in financial management, strategic planning, and leadership to drive business growth and innovation.


 

Bachelor of Business Administration (BBA)
Veer Narmad South Gujarat University
June 2014 – April 2018

Focused on business management, finance, and marketing, with hands-on experience through industry internships.

History

Awards

my Accomplishment
Best Performer in Sales
2021
Top Sales Representative
2020
Employee of the Month
December 2023
Excellence in Financial Analysis
2023
Pricing

Contact Me

Let’s Talk About Ideas
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